In the face of continued suppression by the United States, TSMC and Samsung began to turn back
China doesn't eat this set! TSMC, Samsung, under constant pressure from the United States, actually "turned back"!
When it comes to the semiconductor industry, people will immediately think of TSMC and Samsung, both of which are the best manufacturers of 3 nm process technology, and Samsung's comprehensive strength is not as good as TSMC, but it is difficult to meet opponents, so Biden's campaign team will strive for it.
It is precisely because of this that Huawei's "Kirin" finally came out, and the United States finally understood the decline of "domestic production", so they decided to start anew and use $52 billion to attract the world's best semiconductor companies to build their own chip factories.
After losing Huawei, the largest consumer, TSMC set its sights on Meimei's customers, and abandoned its factory in the United States, investing $40 billion in the production of 5 nm and 3 nm chips.
TSMC took great pains to build a factory in the United States, and even held a grand ceremony in which Biden, Cook and Huang were all present, but they did not receive any compensation or promises, which frustrated their plans.
TSMC and Samsung have both announced that they will not make any more requests to **, which means that the plan to build a factory in the United States will be postponed, and when to start production, TSMC's production base in the United States will become a "face project".
Semiconductor manufacturers who are aware of this, of course, are not willing to be led by the nose by the United States, TSMC and Samsung have successively "turned back", and China no longer has to "pay" for US sanctions.
TSMC's factories in the U.S. can't make money, and their factories in China have also been affected, so now they're moving their factories elsewhere.
TSMC's first semiconductor factory in Japan will be inaugurated on February 24, and according to their plan, more factories will be built in Japan in the future, while Samsung will spend 40 billion yen to build a state-of-the-art chip assembly plant in the near future.
China's sanctions against the United States have finally run out of patience, and the Netherlands announced that it will stop exporting lithography machines to China from January next year, which is undoubtedly a huge blow to ASML, because they believe that China has violated the contract.
Now the state has also said that it will protect its own enterprises, and once the Dutch side cannot come up with a reasonable solution, then ASML is likely to withdraw from the Chinese market, which is equivalent to putting pressure on Biden.
Although the United States did not receive subsidies for chips from Japan, Japan was very sincere, and with their advantages in the semiconductor field, it was easy to build a new factory.
However, the situation of TSMC and Samsung is not very good, Japan has not relaxed its control on China, and it is difficult to export products in the future, plus Japan's technology has developed to a certain extent, which is just in line with China's needs.
China's expectation for the localization of chips is 70%, and from 2022 onwards it will significantly reduce its imports to foreign countries, and by 2023 it will be reduced by 100 billion.