After Zhang Zhongmou retired, Liu Deyin also announced his "retirement"! TSMC's alternate program launched
Zhang Zhongmou, who is already 90 years old, obviously felt powerless in the face of the pressure of the United States step by step, and announced his retirement in 2018, and TSMC also entered 2In the 0 era, Liu Deyin, who originally thought that he was more energetic, would be able to change the dilemma of business operation after taking over.
I never thought that under the leadership of Liu Deyin, TSMC not only did not change the status quo, but fell into the "trap" of the United States, unable to eliminate the technology containing the United States.
After the layout of the Chinese mainland market is limited, TSMC can only focus on American customers, just when the Biden team wants to build a local ** chain and invite top international manufacturers to build factories in the United States, TSMC as the primary goal, can only agree to the request to build factories in the United States.
One wrong step, one wrong step, the United States did not want to cooperate at the beginning, but to set up advanced technology for its own use, TSMC agreed to the construction of 5nm production capacity, and then agreed to build a 3nm factory, but the factory has been built more than half, and the subsidies promised by the United States have not been given for a long time.
Although the subsidy plan has been given, TSMC directly refused in the face of the various core data requested, and there is no idea of applying for subsidies, and the chip factory built in the United States has also been ridiculed by the market as a $40 billion "face project".
After Zhang Zhongmou retired, TSMC's decision-making power is basically on Liu Deyin, and the outside world's scolding for the decision to build a factory in the United States is also on him, and they all think that he contributed to it, and now Liu Deyin suddenly announced that he will retire in 2024, on the surface, it seems that all the pressure is given to Wei Zhe's family, according to the analysis of industry insiders, there is a profound meaning behind this.
In the case of the factory built in the United States without obtaining subsidies, it is still the same as before, and there is definitely no way to achieve the corresponding profit, and the cost of building a factory in the United States is relatively high, and it will definitely be a loss to continue to operate, and if you want to change the situation, you must renegotiate with the Biden team.
And if you want to change this situation and change someone to negotiate, you will definitely get unexpected results, especially when the overall layout of the American factory is not going well, it is very necessary for Wei Zhejia to clean up this mess, of course, TSMC still has hole cards in its hands.
From the analysis of the current situation, even if high-end chips can be produced in the United States, TSMC has not built a matching packaging factory, and the packaging and testing part still has to be shipped back to the local market, which means that the American factory is really just a "decoration".
The Biden team said that the "return of manufacturing" is just self-deception, and Liu Deyin's retirement is likely to be a turning point, which is also more conducive to TSMC to launch alternative plans.
At present, American companies still have to rely heavily on TSMC's process, and completely falling out with TSMC will undoubtedly cut off their own back road, so as long as they are stronger, they may not be led by the nose by the United States.
Today's TSMC should also understand that the Chinese mainland market is the strongest backing, the US market is the wrong payment after all, do not expect the Biden team to release restrictions, everything must be controlled by themselves, what do you think about this?
List of high-quality authors