TSMC lost the bet, Liu Deyin didn't expect the sanctions to come so quickly
TSMC is the world's largest chip manufacturer and a major chip manufacturer. TSMC has a market share of 55% and has far surpassed Samsung and Intel in advanced processing. But when the United States launched a high-tech war against China, TSMC "bet" on the United States and cut off the supply channel to Kirin, thus triggering a crisis. According to the current situation, TSMC has been completely defeated!
TSMC's investment failed, and Liu Deyin paid for it.
TSMC will usher in a big ** at the end of December next year! Liu was suddenly told that he would no longer be running for next year's board election and that he would step down in 2024. TSMC's CEO Wei Zhejia replaced Liu Deyin, marking that TSMC, under the leadership of Zhang Zhongmou and Liu Deyin, has entered the "30 of "30”。
However, this is no ordinary personnel transfer, and there are two problems. First of all, although Liu Deyin is over 70 years old this year, his ** person Wei Zhejia is much older than Liu Deyin. In addition, Liu Deyin has officially announced his retirement, not his own meaning. Combining the above two factors, many people feel that Liu Deyin's "resignation" is actually paying for the failure of building a factory in the United States, and Wei Zhejia is just temporarily acting as a "substitute".
In fact, before Zhang Zhongmou went to the United States to set up a factory, he strongly denied it, believing that the construction cost of the factory in the United States was too high and the production cost was too high. This is not an excuse, Zhang Zhongmou has completely experienced it himself. In 1996, Zhang Zhongmou confidently established a chip factory in the United States, with a total investment of more than 1 billion, but because he underestimated the cost of the factory and failed to introduce enough local employees, this money was spent in vain.
However, Liu Deyin insisted on investing $40 billion to build a 4 nm process and a 3 nm process, and the United States promised to provide TSMC with a lot of money. However, tragedy happened again! Instead of providing them with factory subsidies, the U.S. has also asked TSMC to share their technology and user information, which makes it difficult for them to get any subsidies from them. For TSMC, the most important thing is the "lifeline", and it will not give these things to the United States for no reason. As a result, TSMC had to postpone its production plan in the United States, making TSMC's production plan in the United States even more difficult.
Obviously, Liu Deyin has to pay the price for his actions, so the matter of "getting out of class" is inevitable!
TSMC faces three major problems.
Moreover, TSMC now has three more problems waiting for them, and they can say that they have completely lost everything!
First of all, the United States is determined to build its own chip industry, which is tantamount to giving up the existence of TSMC.
It is precisely because of this that ASML's 2nm lithography machine will be given priority by Intel, and the United States has been forcing TSMC and Samsung to hand over their core secrets to them, and the United States is supporting Intel, the "pro-son", to replace Samsung and TSMC. When Intel's technology develops, customers in the United States will definitely prefer Intel rather than TSMC in the future.
Second, TSMC has stopped supplying Kirin, and now, Kirin has returned to China. If Huawei's capability problem is resolved, TSMC will inevitably continue to shrink its market share.
Third, TSMC can become the world's largest chip manufacturer, relying on advanced chip manufacturing processes. However, now, TSMC has lost to TSMC in the competition for lithography machines with ASML, which means that Intel will become TSMC's biggest competitor.
As the saying goes, one wrong step counts as one step, and when TSMC stopped Huawei, it was as if it was nailed. This is also a warning to Taiwan's semiconductor companies that following the United States is not a good thing, and entering China's ** chain is the king!