The "reversal" came so quickly! TSMC officially announced that it was too late for foreign media
TSMC, the world's number one chip foundry giant, has laid a large foundation in the semiconductor field, but now it is in turmoil.
Revenues are continuous, lithography machines are down one by one, and the United States is demanding more and more ......
Recently, there was also a news in Taiwanese media: TSMC suddenly announced that the current chairman Liu Deyin would retire next year without any advance warning, and it turned out to be the older president Wei Zhejia.
All kinds of irrationality and all kinds of secrets have triggered all kinds of speculation from the outside world.
Many people suspect that this is related to TSMC's investment in the United States, and the big plan to build factories in the United States has frequently thundered, which has become a burden that TSMC cannot shake off, and has become a huge pressure on Liu Deyin.
TSMC's three giants, Liu Deyin, Wei Zhejia, and Zhang Zhongmou, had previously collectively appeared at the groundbreaking ceremony of TSMC's factory in the United States, and champagne was opened at half time, which proved to be a wrong choice.
Foreign media also claimed: TSMC is too late to change now.
TSMC and the United States pinched each other, and the construction of the factory was postponed again
The goal of the United States is to suppress China and carry out high-tech warfare, but everyone can understand that Made in China and Made in the United States are one heaven and one underground, and chips will obviously be more suitable in Chinese mainland.
But the Biden team is not happy and pulls TSMC under their noses, the main reason is that they do not want to watch TSMC fall into the hands of Chinese mainland.
And TSMC Zhang Zhongmou also understands in his heart that it is not a wise move to build a factory in the United States, people are expensive, building materials are expensive, the inflation rate is also quite high, and the infrastructure is really nothing.
But TSMC still misjudged the situation, they thought that if they abandoned the Chinese market, they could get the preferential treatment of the American market, and they thought that this was a two-choice option, and TSMC was free to choose.
The economic account was already in shambles, and the political account is now completely broken, and he has abandoned Chinese mainland, which can be used as a backing, and is at the mercy of others when he arrives in the US market.
TSMC's U.S. factory originally planned to invest $12 billion, but now it has to be raised to $40 billion, and the construction date has been postponed to 2025.
At the same time, the American giants Apple and Qualcomm are also arbitrarily holding TSMC, and the chip foundry is cutting again and again.
TSMC's current chairman Liu Deyin can't withstand such pressure at all, and his sudden exit is by no means without a trace.
TSMC's crisis continues
No matter how TSMC's top management changes, it will face a greater crisis next.
On the one hand, the United States blatantly carried out a "backstab", and Intel, the old American family, replaced TSMC's "right of first refusal", and recently took the lead in winning the order for 6 high-NA EUV lithography machines from ASML, taking the lead in 2nm research and development.
On the other hand, China's semiconductors have risen rapidly, and three chip manufacturers including SMIC have recently entered the top 10 in the world.
The tens of billions of subsidies promised by the United States are all castles in the air; There is also the ability of the old American union, and if the production cost is not for you to work to the sky, you are sorry for yourself.
The cost is infinitely higher, so in the mature process, TSMC has no way to compete with chip manufacturers such as SMIC.
Some netizens have said that 2024 may be the "first year of decline" for TSMC to turn from prosperity to decline! List of high-quality authors