The reversal speed is amazing! TSMC officially announced, and foreign media said that the time had been lost
In early January, TSMC suddenly announced that Liu Deyin, the current president of TSMC, would step down, and the post of chairman of TSMC would be taken over by Wei Zhejia, the current chairman.
According to Liu Deying, the reason why he chose to retire is likely because he wants to work and take care of his family at the same time. However, what is worrying is that many foreign ** and even industry experts believe that in order to reverse the current unfavorable situation, it is unlikely that the chairman of TSMC will be replaced.
TSMC plans to invest 40 billion yuan in the United States, and plans to build 4 nm and 3 nm production plants in the United States. At the beginning of TSMC's factory construction in the United States, market leaders said that if it wanted to avoid losses, TSMC would receive tens of billions of yuan in subsidies.
However, the United States revised the subsidy regulations and required TSMC to share core information, forcing TSMC to announce that it would abandon its plans for the American factory.
Previously, TSMC only had one wafer foundry in the United States, but no advanced process foundry. It took TSMC many years to build the plant into an intact one. However, at present, TSMC is building foundries in 4nm and 3nm processes, and profits will be greatly improved.
At present, chips with 5 nm and below processes are mainly used in consumer electronics, such as mobile phones and computers. Most of the SoC chips used in mobile phones today use 5 nm or 4 nm processes.
Only Apple has an A17 chip with a 3 nm process. However, the current 3 nm process requires the use of multiple extreme ultraviolet lithography processes, resulting in low chip yield and high cost. As a result, many producers are currently on the sidelines.
The concern is that Intel has mastered the most advanced NAEUV lithography process and plans to achieve mass production of the 2 nm process by 2024. This also means that many chip manufacturers may use 2 nm chips directly, which is undoubtedly bad news for TSMC.
Therefore, it is difficult for TSMC's 3 nm foundry in the United States to turn losses into profits, so TSMC's current plan to build a factory in the United States, as well as the production time, are being delayed.
Now it seems that TSMC may continue to delay the U.S. factory program and may even return to China. Therefore, TSMC decided to appoint Wei Zhejia as chairman.
Previously, Wei Zhejia led a team to visit Chinese customers and grabbed multiple orders for 7 nm chips from Chinese customers, which eased TSMC's revenue pressure. Since then, there has been news that TSMC will expand its Nanjing factory and begin to accelerate the delivery of mature chips to the Chinese market.
TSMC's previously released figures show that sales are growing throughout the Nanjing plant. This shows how important the Chinese market is to TSMC. Prior to this, it was Liu Deyin who said many times: Even if the Chinese market does not exist, we have enough orders for other customers. From this point, it can be seen that Liu Deyin's reputation in China is not very good, so many people believe that Wei Zhejia becoming the chairman of TSMC means that TSMC will accelerate the pace of entering the Chinese market.
However, TSMC's move has caused dissatisfaction among many foreign countries, and some foreign countries even think that it is too late. In fact, this situation is understandable, after all, now TSMC has lost its technical advantages, and it has received fewer and fewer orders, and even has to suspend the purchase of equipment to reduce costs.
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