TSMC and Samsung have both awakened and invested locally, and American factories may run aground!
With TSMC building a chip factory in Taiwan, South Korea has reported that Samsung will also spend 300 trillion won (1.).6 trillion won), building the world's largest semiconductor industrial park in South Korea, a move that underscores the shift of focus to Samsung and TSMC to their home countries.
Samsung and TSMC have invested heavily in the United States and have learned a lot from it. First of all, they rely too much on the United States chip subsidies, making them worthless, the United States ** out of 50 billion yuan of semiconductor subsidies, like a big radish, placed in front of Samsung, TSMC, so that they are excited, but after they really build factories in the United States, they will give 13% of the subsidies to Samsung, 10% to TSMC, the total investment in the United States is less than 10%.
Although the United States**'s subsidy to Samsung is very low, there are certain restrictions on TSMC's technology and profits, so TSMC's subsidy for this piece does not have much impact, and Samsung is not without taking this into account.
Second, the cost of manufacturing chips in the United States is too high, and Samsung and TSMC's factories in the United States will face difficulties in making profits. Zhang Zhongmou, the former chairman of TSMC, has said that if a factory is built in the United States, it will increase the production cost of chips by more than 50%, but he expects Samsung to set up a factory in the United States, and TSMC will set up a factory in the United States. According to the news in Taiwan's industrial chain, the cost of setting up a factory in the United States will be three times the cost of building a factory, so it will be very risky to set up a factory in the United States, and TSMC set up a factory in the United States in the 1990s.
The third reason is that the semiconductor industry in the United States is not as good as before, and some semiconductor companies in the United States have reduced production costs because of the decline in profits, which has made American wafer manufacturers lose profits, and they are no longer looking for new products in the United States as before.
The industry knows that Samsung and TSMC are based on core technology, however, although they set up factories in the United States, they are afraid of being invaded by Intel in a big way into wafer processing, resulting in Intel ranking among the top ten in the world, forming a head-on confrontation with Samsung and TSMC, but it also worries them that the speed of setting up factories in the United States will be accelerated! Leaking scientific and technological secrets.
Prior to this, ASML, the world's largest lithography manufacturer, had announced that they intended to produce 10 2 nm lithography equipment this year, six of which have been delivered to Intel. This means that on the one hand, the United States wants to help Intel achieve a leading position in the global semiconductor manufacturing field, and on the other hand, it also wants to persuade Samsung and TSMC to build factories in the United States, and the United States will not give them any help, and what the United States wants to support the most is Intel, and they are afraid of moving the factory to the United States and bringing Samsung and TSMC together more.
Both Samsung and TSMC worry that building factories in the United States will be a futile effort.
So it's not surprising that Samsung and TSMC are putting money back into the country; After all, in this way, they are better able to get more help from the local market, which is what has only been possible in the last few years for them to focus on the local market and make the most of their local strengths and grow.
Samsung and TSMC say they have seen through the United States, believe what the United States has to offer, the United States does not care, and invest a lot of money in the country to maintain its advanced technology level to ensure long-term growth.
Samsung and TSMC's investment in the country may not be as much as expected, because Samsung and TSMC's revenue and profits have declined since last year, forcing them to reduce their investment in China, so it is very likely that they will choose to abandon the American factory, and the American factory will also be aborted, even if the investment in the United States is suspended, it is only a temporary loss, but once a new production base is established in the United States, this money will be wasted.