TSMC complains that we have been cheated by the United States!

Mondo Technology Updated on 2024-02-14

TSMC complains that we have been cheated by the United States!

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TSMC's relationship with the United States is contradictory: on the one hand, the United States is TSMC's largest market, and on the other hand, American customers place a lot of orders with TSMC. He regretted that the United States did not provide them with subsidies that would have allowed TSMC to invest more.

TSMC's two factories in the United States have also been delayed in putting into production, and TSMC may have a negative impact on the United States"Deception"It is regrettable for the facts.

TSMC suffered Waterloo in the United States.

In 2020, TSMC suffered a series of setbacks in the United States, including invitations from the United States and the loss of orders from Huawei, hitting one blow after another. Perhaps in order to better cooperate with American customers, TSMC announced that it would build a factory in the United States; Perhaps because of the **subsidy** of the United States, the news that TSMC is going to build a factory in the United States has spread for a while.

TSMC initially intended to spend 12 billion yuan to build a 5nm chip factory. TSMC's technology is at the cutting edge. TSMC's investment in this area is obviously very sincere, and the US side is very happy about it.

With the help of TSMC, it will be easier for the United States to resume local chip production. And that's just the beginning. TSMC will be ready by the end of 2022, and in the meantime, it has invested 40 billion yuan and two new process technologies, up to 4nm and 2nm.

At that time, TSMC was analyzing the prospects in the United States. Chairman Liu Deyin said that after the completion of the two factories, annual sales can reach 10 billion yuan. Years have passed, what is the current status of TSMC's factories in the United States? In a word,"Broken halberd and sinking sand"。

TSMC's failure in the U.S. far exceeded expectations; It's as if TSMC founded the United States, and the United States created TSMC.

The current status of TSMC's production facilities in the United States.

According to TSMC's original plan, the first chip factory in the United States will be commissioned in 2024 and the second in 2026. However, this is no longer the case, with the first plant postponed until 2025 and the second until 2027. Liu Deyin said that the company's overseas investment decision will depend on the level of subsidies and local support.

In other words, factories in the United States would not have been built so well without subsidies from the United States. Of course, the United States is not completely ignorant and there are subsidy policies, but TSMC receives a 75% share of American profits.

This means that they must pay 75% of the subsidy amount to the United States after receiving the subsidy.

The U.S. wants to trade extremely low ** for a larger market. TSMC may be complaining about the United States"pits"of us. TSMC also no longer accepts funding from the United States**, and now can only make its own decisions.

TSMC also launched"Spare tire program", building new integrated circuit factories in the United States and Taiwan.

We already have a mature 28nm process and high-end 3nm chips, and even a 1nm chip factory is already located in our headquarters. On the other hand, if TSMC does not set up a factory in the United States, its future is also bright.

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