In 2020,TSMCThis dazzling star made an unexpected decision - to build a factory in the United States. This decision was like dropping a bombshell that caused a global stirSemiconductor industryTarget**. The U.S. is one of the world's largest markets for advanced manufacturing processesChipsThe demand is unusually largeTSMCThis move is undoubtedly to better meet the needs of the American market. However, the underlying considerations are more profound. The United States has always wanted to revive its homelandChipsindustry, reduced to AsiaChaindependence. InviteTSMCTo build a factory in the United States, yesUnited States**An important step towards achieving this goal.
Despite inTSMCIn our eyes, this is a great opportunity to expand the market and increase the influence of technology, and it is also a future full of infinite possibilities. Over time,TSMCThe scale of investment has continued to grow, from an initial $12 billion to $40 billion. They plan to build a 5nm building in ArizonaChipsfactory, and the construction of a 4nm and a 3nm factory. This decision shows:TSMCGreat confidence in the U.S. market. However, reality givesTSMCA heavy blow.
It was originally planned for 2024Mass productionof the plant was postponed to 2025. At the same time,United States**The promised subsidies have been slow to materialize. To make matters worse, the talent shortage in the United States has severely affected the construction schedule of the factory. TSMCThe lack of suitable equipment installers in the U.S. makes it even more difficult to plan a plant.
Behind all this is Liu Deyin's firm support for building a factory in the United States. AsTSMCHe has been actively promoting this plan, even attending the topping out ceremony in person at the end of 2022. Now, however, it seems that all of this has come to naught. Liu Deyin is regarded asTSMCHe was the main promoter of the U.S. factory construction plan, and his decision-making and strategic vision played a crucial role in this process. However, as time went on, more and more voices began to question his leadership skills.
Especially when working withHuaweiParting ways, the mainland market only occupiesTSMCAfter the controversy over the 10% business revenue, Liu Deyin's leadership position began to become precarious. At the end of 2023,TSMCIt was suddenly announced that Liu Deyin would not participate in the nomination of the next chairman and would retire after the shareholders' meeting. This news shocked the industry, and people began to re-examine Liu Deyin's decision-making andTSMCfuture.
In the face of all kinds of difficulties and challenges,TSMCEfforts are being made to adjust the strategy of building factories in the United States. They are beginning to realize that relying on the U.S. market alone won't solve all their problems. As a result, they began to look for cooperation opportunities with Asia, Europe, etc., to achieve a broader scaleChainLayout. However, going to the United States to build a factory is very importantTSMCIt has become a chess game from which there is no turning back. They have to face the realities of their difficulties and try to find solutions to their problems.
TSMCwith decades of historyChipsThe manufacturing giant's sense of risk aversion is related. TSMCin Taiwan built a strongChipsmanufacturing process, and has a worldwide reputation. However, they are always aware of the need to rely too much on a single regional market andChainis an unwise approach.
Facing the current dilemma,TSMCThey need to be more careful in assessing their strategic direction and the decision-making capacity of their leadership. They need to take market changes and the competitive situation seriously and find a development path that suits them. Only in this way can we be invincible in the fierce competition.
AlthoughTSMCThe plan to build a factory in the United States has encountered many difficulties, but that does not meanTSMCThere is no hope for the future. Instead, they need to re-examine their strategies and leadership capabilities and work to find new opportunities and partners for growth.
TSMCIt is possible to establish a wider range of countries and regions through cooperation with more countries and regionsChainLayout. In this way, they will not only be able to reduce the risks posed by a single market, but also enjoy the market demand in more countries and regions. In addition,TSMCIt can also increase investment in technology research and development to improve its competitiveness. TSMCAs a global leaderChipsManufacturers, with world-class technical strength and R&D capabilities, need to give full play to these advantages and inject new impetus into their own development.
Finally,TSMCRefined management and efficient operations are also required to cope with increasing market competition. They need to strengthen the coordination and communication of internal organizations to improve productionEfficiencyto reduce costs. That's the only way to do thatTSMCIn order to move forward steadily on the road of future development and achieve more long-term success.
TSMCThe plan to build a factory in the United States has attracted much attention from the beginning. Over time, however, difficulties made the plan a major challenge. Under the double pressure of leadership changes and dilemmas,TSMCThey had to adjust their strategies and decisions to seek new development opportunities.
As a global leaderChipsManufacturer,TSMCIt has strong technical strength and R&D capabilities. They need to make full use of these advantages, actively adapt to market changes, continue to innovate, and improve their competitiveness. At the same time,TSMCIt is also necessary to strengthen organizational coordination and internal management to improve productionEfficiencyto reduce costs.
Despite all the challenges, I'm rightTSMCThe future is full of confidence. They are all over the worldChipsThe manufacturing industry has a unique position and advantages, and has the strength to overcome difficulties. OnlyTSMCBeing able to face reality with humility, constantly adjust their strategies and decisions, and strive to find new opportunities for growth, I am confident that they will still be able to succeed and continue to be globalChipsIt occupies an important position in the manufacturing industry.