As the founder of TSMC, Zhang Zhongmou has always been the soul of TSMC, leading the company to become the world's top chip foundry. However, just a few years after Zhang Zhongmou's retirement, TSMC's situation took a sharp turn for the worse, which was unexpected. Foreign media have said that the general trend has changed. What's going on here?
The main issue mentioned in the original article is TSMC's decision to build a factory in the United States. During Zhang Zhongmou's tenure, he has always emphasized that the cost of building a factory in the United States is too high and does not help TSMC's development much. However, since Zhang Zhongmou's retirement, Liu Deyin decided to build a factory in the United States after taking over TSMC. In order to establish good relations with the United States, Liu Deyin insisted on going to the United States, which led to a series of problems.
The original article mentions a $40 billion plan to build a factory in the United States, far exceeding the original budget. Moreover, the huge subsidies and tax breaks promised by the United States have not been fulfilled, and it is even unknown whether they can get subsidies. Even if there are subsidies, TSMC will only get a small share, and the lion's share is likely to be occupied by other American companies. This includes competitors such as Intel and Micron, which prevents TSMC from enjoying the same treatment. Therefore, it can be said that TSMC made a major mistake in the decision to build a factory in the United States.
Such a decision not only had a negative impact on TSMC's operating conditions, but also led to a series of chain reactions. TSMC's revenue has declined significantly, and the capacity utilization rate has declined seriously, even below 50%. In response to the current predicament, TSMC has had to slow down its development plans, suspend expansion, and even postpone the procurement of EUV lithography machines. At the same time, rival Intel accelerated its growth, becoming the first company in the world to have a 2nm lithography machine. To a certain extent, this also explains the adverse impact of the decision to build a factory in the United States.
Due to the failure to build a factory in the United States, TSMC is in a difficult situation. After losing Huawei, an important customer, TSMC's main customers are American companies. Therefore, in order to maintain the cooperative relationship with these customers, TSMC had to swallow its anger and reluctantly became a "stepping stone" for the rise of American companies. In the face of such a situation, it is very difficult to change the current situation, even after the new TSMC Chairman Wei Zhejia takes office.
TSMC's future outlook remains uncertain. Although TSMC has unique advantages in the global chip foundry field, it is facing unprecedented challenges with the intensification of competition and the continuous advancement of technology. The failure to build a factory in the United States and the loss of Huawei have put TSMC under tremendous pressure in terms of technology and market competition. Although TSMC is still committed to developing a new generation of chip manufacturing technology, it still faces difficulties in competing with other competitors.
However, TSMC is not without hope. In the face of the current predicament, TSMC can actively take measures to focus on technological innovation and market expansion. First of all, TSMC can increase R&D investment, accelerate the introduction of more advanced chip manufacturing technology, and improve its competitiveness. Second, cooperation with other international partners can be sought to address the challenges together. In addition, TSMC can also find new customers and reduce its dependence on individual large customers.
As TSMC's situation has taken a sharp turn for the worse, this phenomenon is not only a problem for enterprises, but also a microcosm of China's industrial development. The reason why TSMC is in trouble is not only because of the mistake in the decision to build a factory in the United States, but also because of the relatively low core technology and market share in the chip field in China. In contrast, the United States and other developed countries occupy a dominant position in the field of chips and enjoy a large advantage.
From this incident, we can see some problems in the development of our country's industry. First of all, we should pay attention to the independent research and development of core technologies and the improvement of innovation capabilities. Especially in a strategic high-tech field such as the chip field, independent innovation is the key to China's industrial development. Second, we should strengthen cooperation with other countries to jointly promote industrial upgrading and innovative development. Only through cooperation can we achieve a win-win situation in technology research and development, market expansion and financial support, so as to enhance the competitiveness of China's industry.
In addition, we should also realize that the development of enterprises can not blindly pursue short-term interests, but also pay attention to strategic long-term planning. In addition, we should be good at summing up lessons and lessons, and constantly improve our own management and decision-making capabilities to adapt to changes in the market environment and the challenges of competition.
To sum up, the sharp turn in the situation of TSMC has provided us with a lot of room for reflection. In the face of the challenges of industrial competition, we should face the difficulties with an optimistic attitude, strive to develop and innovate, and constantly improve our own strength and core competitiveness. At the same time, we should also increase support for industrial development and provide better policy environment and development opportunities for enterprises. Only in this way can we realize the comprehensive rise of China's industry, and realize the sustainable development of the economy and the prosperity and progress of the society.