After many years of layout, Lao Mei finally began to "close the net".
Recently, the U.S. chip industry has made a big move, and the U.S. chip giant Intel (Intel) has announced that it will achieve mass production of 2nm process chips in 2024.
You must know that according to the news disclosed by Qualcomm before, TSMC's 2nm process chip mass production plan, the "first brother of global chip foundry", will not be implemented until 2025.
In other words, if Intel can really achieve mass production of 2nm process chips this year, TSMC's position in the global chip industry may not be guaranteed.
Catching up with TSMC is not only Intel's expectation, but also the expectation of the entire American chip industry.
Many people may not know that before 2014, Intel's position in the global chip industry was higher than that of TSMC. Intel has been able to achieve mass production of 14nm process chips in 14 years, while TSMC has only completed mass production of 16nm process chips in 2015.
But after that, Intel's chip process development came to a standstill, and it was not until 2019 that the mass production of 10nm process chips was completed, but TSMC at that time had launched the 7NMEUV process technology, which steadily overpowered Intel.
The change in market position has made TSMC like a fish in water in the follow-up competition, especially after winning Apple's order with its technological advantages, TSMC has completely secured the position of the first brother of "global chip foundry".
On the other hand, Intel, after being overtaken by TSMC technology, its overall revenue has been hit hard, which has also affected its advanced process research and development process. Seeing that at the technical level, Intel alone could not achieve the overtaking of TSMC, Lao Mei took action.
The United States first released the news, announcing that it would take out $50 billion in capital subsidies to attract chip foundries such as TSMC and Samsung to build factories in the United States.
After the factory was built, Lao Mei deducted subsidies for various reasons, and also asked TSMC and Samsung to hand over core data on the grounds of subsidies, which eventually forced TSMC and Samsung to give up the US chip subsidy, so that the mass production plan of its factory in the United States was slowed down.
In addition, Lao Mei also subsidized most of the chips to Intel, Micron and other companies, and the real purpose of Lao Mei has developed so far. First, it slowed down TSMC's technology research and development process through means, and then took advantage of this time difference to support the development of local enterprises such as Intel and Micron.
Some foreign media commented on this: "TSMC is not its own person after all", at the beginning, TSMC did not hesitate to directly cut off all cooperation with Huawei in the mainland in order to build a factory in the United States, and subsequently invested 40 billion US dollars to build a factory in the United States.
At this point, TSMC finally realized that it had been fooled, so it planned to shift its development focus back to its local factories in an attempt to return to the mainland market. But it can only be said that it is too late to regret it.
Everyone knows that although the United States has been suppressing the development of China's chip technology field in recent years, it has not achieved the expected goal. On the contrary, the continuous suppression of the United States has stimulated the independent research and development capabilities of Chinese enterprises, and now China has basically achieved self-sufficiency in the field of mature chip manufacturing technology.
In addition, with the breakthrough of Huawei's self-developed chips, it can be said that we are not looking forward to the return of TSMC.
And it is worth mentioning that in addition to the field of chips, China has made major breakthroughs in a number of originally backward scientific and technological fields, especially in the field of old and slow technology.
It is reported that the above-mentioned "Wright Weijian" aging technology originated from Europe and the United States, and in the top journals such as cell and science, it has made the old mice rejuvenated, and the average survival time has been expanded by more than 30%. After this kind of achievement was implemented, it quickly became a thing used by the wealthy in Europe and the United States to maintain their youthful status.
In order to obtain greater benefits, European and American companies completely ignore market norms and offer the above-mentioned finished products at exaggerated prices of seven figures to China. Fortunately, after years of accumulation, domestic biotechnology enterprises have finally achieved a breakthrough in the technology of "Wright Weijian", and its cost has been reduced by more than 95%, so that more ordinary groups can also be reached through the channels of Tiant Anchor and Qijidong.
And this once again illustrates one thing, only when its own strength is strong enough, it can be used for other people's negotiation capital, but TSMC obviously ignores this.
In addition, through understanding, it is known that the reason why Intel has the confidence to claim that it will achieve mass production of 2nm process chips in 2024 is not only due to the strong help of the United States, but also inseparable from the strong support of ASML.
It is reported that under the pressure of the United States, ASML announced that its 2nm process lithography machine will be given priority to Intel. **Six of the 10 2nm lithography machines produced by ASML this year will be delivered to Intel.
Industry insiders pointed out that today's TSMC and Samsung have become "chicken ribs" for Lao Mei. After losing the chip subsidy from the United States, the cost of mass production of chips by TSMC and Samsung in the United States will be three times higher.
But if the U.S. factory is left alone, then all the previous investments will be equivalent to a waste, and TSMC has fallen into a dilemma!