As we all know, due to the revision of relevant rules by the United States, the channels for domestic import of chip products have been blocked. Many domestic technology companies, due to the lack of chip products in the United States, began to have problems in development. To this end, Chinese companies such as Huawei and SMIC have begun to increase capital investment in the semiconductor field to promote the rapid development of the domestic chip industry chain.
With the continuous development of the domestic chip industry in the past two years, many mature chip products have been replaced by localization. SMIC's three new wafer fabs in the mainland have also entered the production stage. A few days ago, TSMC, the world's largest wafer foundry, has successively reported a number of news, foreign media: the situation has begun to reverse!
It is understood that TSMC has been following the steps of the United States since the introduction of the chip bill in the United States. Not only do they plan to set up 5nm and 3nm chip factories in the United States, but they also plan to ship their own engineers and equipment to the United States for production. On the other hand, after seeing a series of measures by TSMC, Lao Mei is constantly testing TSMC's "bottom line". Not only did the promised factory construction subsidies go wrong, but the U.S. labor unions also demanded that TSMC not use the labor they brought in for the construction of U.S. factories.
Seeing that the plan to build a factory in the United States to harvest orders from American companies has failed, TSMC has begun to gradually change its external strategy.
First of all,The start of production at TSMC's U.S. plant has been delayed. TSMC has decided to suspend its application for chip subsidies in the United States due to the expiration of subsidies and the increase in restrictions, while delaying the construction of factories in the United States. This is equivalent to a showdown with Lao MeiIf the United States wants TSMC's chip production capacity and technology, it must exchange its own corporate orders and factory construction subsidies.
Secondly,There has been a change in TSMC's top management. On December 19, TSMC Chairman Liu Deyin announced that he would retire after the shareholders' meeting in June, when the position of the company's president would be taken over by Wei Zhejia. This also means that Liu Deyin's previous series of layouts to cater to Lao Mei may also change with the departure of the new president Wei Zhejia.
Obviously, in TSMC's previous series of layouts that cater to the United States, they did not get the benefits they wanted. Not only did not all the orders of American chip companies go to TSMC, but a second competitor that may threaten TSMC's market position - Intel has appeared. In the face of such a situation, TSMC can only choose to be "tough" and eliminate the negative impact of the previous layout by postponing the production date of the US factory and changing the top management.
In addition to that,TSMC also announced that it would place more advanced fabs locally。According to the news, TSMC has set an area of 100 hectares of 1nm process wafer fab in the local Chiayi Science Park. This also means that even if TSMC's U.S. factory enters the production stage, the chip foundry process it has mastered will still have a certain generation gap with TSMC's local factory.
It is no wonder that some foreign media said that the situation has begun to reverse. In the context of the rapid development of the domestic chip industry, if TSMC continues to increase its investment in the U.S. market, it will not only lose its original market position, but also cultivate more competitors for itself. TSMC, which is aware of the problem, has finally put its own advanced factory locally.
In order to ease the relationship with TSMC, Samsung and other wafer factories, U.S. Secretary of Commerce Raimondo recently publicly stated that "U.S. chip subsidies will be issued in the next two months." "This move may be to continue to win the support of TSMC, Samsung and other wafer fabs.
However, it is clear that TSMC has realized the risk of building a factory in the United States, so it will replace the top management at a critical stage and postpone the production time of the American factory. Continuing to place the 1nm factory locally may be the wisest decision for TSMC. What do you think about this? Welcome to leave a message and discuss! **10,000 Fans Incentive Plan