TSMC's decision has attracted much attention, and Liu Deyin expressed his opinion
TSMC has once again announced that the production date of its US factory will be postponed again.
Liu Deyin announced the construction of a new plant in the United States. The company will invest 4 billion euros in the construction of 5nm and 3nm chip factories, and will invest in the large-scale production of 4nm chips in addition to 5nm chips.
Liu Deyin also said that building production lines for wafers produced in the United States is not the current development direction, and building factories in the United States is beneficial to TSMC.
However, three years later, the construction of the U.S. factory was delayed, and Liu announced last year that it would postpone the production plan for the 4nm process in the U.S.
Now, TSMC has announced that it will postpone the production of its 3nm chips until 2027 or 2028 and postpone the production date in the United States until 2026.
In fact, there are strong voices against TSMC's localization in the United States.
Zhang Zhongmou has publicly stated that TSMC has built factories in the United States for more than 20 years, but has never expanded its scale.
The president of TSMC said that setting up a factory in the United States requires a lot of capital, electricity and labor, and TSMC can use Taiwan's mature industrial chain to produce chips at low prices, and then export them to earn high profits, and setting up a factory in the United States will lose this advantage.
In addition to the fact that the United States requires too much information, there is another important reason why TSMC set up a factory in the United States: when TSMC invested in the construction of the factory, the United States promised to allocate 15 billion yuan, which has not yet arrived.
Liu Deyin said that the company's external decisions are based on the needs of customers and the amount of subsidies and support from the local government.
Sources familiar with the situation say TSMC's factories in the United States will"Postponement indefinitely"。
This was all Liu Deyin's idea, he had already announced his retirement, hoping that the Wei Zhe family would succeed him, so that his factory in the United States would be postponed indefinitely.
Wei Zhejia is not concerned about Liu Deyin, but about the Taiwan Province and the mainland market.
The Wei Zhe family has publicly said that the emergence of new energy vehicles is an excellent opportunity for mature chips, even more important than smartphones, and China is the world's largest new energy vehicle market.
Mr. Weizel not only led a delegation to the Shanghai Forum, but also visited some of his major customers in China.
American tech companies have long been interested in TSMC's cutting-edge chip manufacturing technology, and Wei Minglun made it clear that TSMC will put down roots in Taiwan and will not only build a new international R&D center, but also plan to build several 2nm processing plants.
The reason for TSMC's sudden change of mind is obviously not only the subsidies and high costs, but also the rapid development of domestic companies such as Huawei.
According to Bloomberg, the Kirin 9000 chip is made in China and is close to 7nm technology, but it can compete with the Qualcomm Snapdragon 888 in terms of performance.
ASML said that Huawei's self-developed semiconductor wafer industry chain constitutes an interference with the global industrial chain; Nvidia CEO Jensen Huang said Huawei is a strong contender for artificial wafer production.
Huawei claims that its chip self-sufficiency rate has reached 70% and urges domestic companies to increase investment in domestic chips, which means that China already has a huge production capacity of high-end chips.
In addition, SMIC is currently expanding its production capacity to more than 100 million units per month. Of these orders, 75% were with local merchants.
And the strength of domestic factories is enough to manufacture ultraviolet lithography machines, which can manufacture lithography machines with a size of less than 7 nanometers.
Subsequently, ASML sent all lithography orders to the country, including the 2000 i-series DUV lithography machine, which can be used to shorten the chip manufacturing process to sub-5nm.
SMIC has concluded its investigation into the 7nm process and has begun investigating the 5nm process and the 2000-i series of deep UV lithography processes. Otherwise, Zhang Zhongmou would not have suddenly changed his position and supported the wafer war between China and the United States.