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Chinese mainland has always been cautious about TSMC. Although some people call for the reunification of Taiwan by force, for the mainland, it is Taiwan's people and industry that are truly valuable. Therefore, in the war for TSMC, the mainland has been adopting the strategy of capital acquisition, trying to solve the problem through money. Zhao Weiguo is one of those who tries to use capital operation to make chip manufacturing stronger. He frantically acquired chip manufacturing companies, hoping to use capital to build a powerful chip empire, and TSMC became one of his most optimistic springboards. However, Zhao Weiguo's strategy went awry, trying to buy core technology through capital, which simply did not work. The real core technology can only be obtained through real research and development. Therefore, the Chinese authorities did not directly intervene, believing that Taiwanese companies essentially belong to China and do not need to intervene again. The capital acquisition strategy failed in the acquisition of TSMC.
The United States has always adopted a high subsidy** approach, and TSMC has also become a victim of this. The United States began with intimidation as an opening statement, exploiting TSMC's ambivalence towards the mainland. They told TSMC that only in the United States can security and development be guaranteed. In addition, the United States** has also pledged to give TSMC development subsidies to support its better development in the United States. Such a commitment is a huge benefit for the company, ensuring safe production and reducing costs. However, TSMC still has concerns about its core technology. They know that their core competitiveness lies in technology, so the United States understands this and promises that as long as TSMC builds a factory in the United States, it will give subsidies and will not touch its core products. This is a good thing for TSMC. As a result, TSMC chose to enter the U.S. market, but in the end found itself in a trap.
The resignation of TSMC's former chairman Liu Deyin shows the current situation of TSMC in the United States. After entering the United States, TSMC must provide its own trade secrets to the U.S. Department of Commerce, which is required by U.S. law. For a technology-based enterprise with key confidential technology, it is undoubtedly a danger to leak its own business secrets. However, the biggest risk is the United States, once the change of office, TSMC's subsidies will become unknown. If Trump comes to power again, then the likelihood of TSMC receiving subsidies will be greatly reduced. In addition, the United States continues to ask TSMC to increase production capacity and increase investment, which has added a lot of pressure to TSMC. At the same time, TSMC is also facing great political risks after entering the United States, and the local ** has been asking TSMC to pay dividends in order to strive for profits. This puts TSMC in a difficult position and cannot really release production capacity. In the end, the deal failed, and the money invested by TSMC became wasted.
The battle between China and the United States over TSMC ended in failure. The capital acquisition strategy has not been able to obtain core technologies, and the promises of the United States have not been fulfilled. If we want to truly have the core technology, we also need to carry out research and development in a down-to-earth manner in China. Now China's chip research and development has made some progress, but there is still a long way to go. It is hoped that China can accelerate the pace of chip research and development and realize independent and controllable chip manufacturing as soon as possible, so as to enhance its voice in the Sino-US science and technology war.
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