As we all know, TSMC, as a monument that no one can cross, has remarkable technical strength in the field of chip manufacturing. Taking the 3nm process as an example, TSMC has stood at the world's leading commanding heights, and the yield under this process is also considerable, leaving other competitors in the dust. In addition, TSMC is the leader in terms of production capacity, and about 55% of the global chip foundry orders are pocketed by TSMC. The data shows that for the production of chips below 7nm, TSMC has captured 90% of the market share. Therefore, top chip design manufacturers in the United States, such as Apple, Qualcomm, AMD, and NVIDIA, have chosen to hand over their self-designed chips to TSMC foundry, and it can be said that TSMC has become an indispensable part of the American chip industry.
Expansion: The reason why TSMC can stand tall in the field of chip manufacturing is not only the advanced deployment of technology, but also its excellence in manufacturing technology. The breakthrough of the 3nm process not only reflects TSMC's strength in technology research and development, but also lays an unshakable position for it in the market competition. At the same time, the advantages in terms of production capacity are even more remarkable, and TSMC's efficient production capacity has won it the favor of countless customers. Therefore, TSMC's dominant position in the global chip foundry is undoubted, and its solid business performance continues to demonstrate its strong influence in the industry.
For an invincible company like TSMC, the United States will certainly not sit idly by. On the one hand, the United States adopts a vigilant attitude, and on the other hand, it tries to win over and suppress it, and even remains vigilant. From the perspective of the United States, TSMC almost controls the power of life and death in the American chip industry, which makes people feel worried. In particular, the technology accumulation of Chinese mainland's chip industry in the manufacturing field is relatively lagging behind, which makes people begin to speculate that if TSMC falls to Chinese mainland, then Chinese mainland will usher in the ** era of chip manufacturing, while the United States will be in an extremely passive situation. However, the United States is not panicked by this, because according to Arati Prabaka, director of the White House Science and Technology Policy Office, the United States can cut off TSMC's global ** chain at any time and make it collapse in an avalanche. That is to say, the United States is not worried that TSMC will fall to Chinese mainland, because as long as the United States moves its fingers, TSMC will be in danger.
Expanding: The United States' concerns about TSMC are not unfounded, judging from the Taiwanese company's dominant position in the global chip foundry market, the United States has taken strict surveillance of it. Although the United States regards TSMC as an important strategic partner, it is always vigilant. Especially at the moment when the chip industry in Chinese mainland is gradually rising, once TSMC "betrays", it may bring uncontrollable consequences, which makes the United States always maintain a high degree of vigilance. However, the confidence of the United States is not groundless, the restraining force of TSMC lies in its high dependence on the global ** chain, as long as the United States blocks this link, TSMC will fall into the abyss, which also provides the United States with a strategy to deal with.
The reason why TSMC can become the world's top chip manufacturing factory is not only its own technology leadership, but also its dependence on the world's top equipment and materials. For example, the EUV lithography machine is TSMC's winning weapon, but this key equipment comes from ASML. In addition, more chip devices and materials, such as Applied Materials, Kelei, Tokyo Electron, etc., also play a vital role. Data show that at present, in the field of semiconductor equipment, the United States, Japan, and Europe occupy about 80% of the market share, and in the field of semiconductor materials, the United States and Japan occupy more than 80% of the share. It can be seen that TSMC has achieved such achievements because of the equipment and material support provided by the United States, Japan, Europe and other countries. Once these critical equipment and materials** are cut off, TSMC will be difficult to sustain even if it has top-notch technology, because chips cannot be produced without equipment and material support. This is one of the reasons why the United States is not afraid of TSMC to turn to Chinese mainland.
Expanding: TSMC's position in the global chip industry is undoubted, however, the dependency behind it makes people have to think. EUV lithography machines, various chip equipment and materials all carry the ballast stone produced by TSMC, but all of this involves support from the United States, Japan, Europe and other places. The monopoly position of the United States, Japan and Europe in the field of semiconductor equipment and materials provides a solid backing for TSMC, and also gives exporting countries a firm grasp of TSMC. Therefore, once there is a problem with these key equipment and materials, TSMC will face a huge challenge, after all, a strong enterprise cannot get rid of its dependence on the ** chain.
The development of Chinese mainland's chip industry is in full swing, but in the global ** chain, it still seems slightly stretched. If it can independently develop key equipment such as EUV lithography machines and master the source of a large number of chip production materials, Chinese mainland may be able to stand out. Once Chinese mainland realizes independent control of the chip ** chain, TSMC will also become its potential partner, thereby reducing its dependence on countries such as the United States, Japan and Europe and achieving a greater degree of independent production. In fact, not only Chinese mainland, but also wafer fabs around the world are looking forward to Chinese mainland ushering in a breakthrough in the industrial chain, which will not only help the entire industry chain to be more perfect, but also provide enterprises with more flexible choices, thereby further enhancing the freedom and stability of the overall industry.
Expansion: The rise of Chinese mainland in the chip industry is unstoppable, but there are still certain problems in the global ** chain. If Chinese mainland can independently develop the ability of key equipment such as EUV lithography machines and self-sufficiently produce key materials required for chips, it will further enhance its competitiveness in the global chip industry. Once Chinese mainland successfully breaks its dependence on the ** chain, then not only TSMC is expected to become a partner of Chinese mainland, but also injects new vitality into the global chip industry. Therefore, Chinese mainland's industrial upgrading and independent research and development will bring new changes and opportunities to the global chip field.
To sum up, TSMC, as a leader in the global chip industry, is eye-catching in its leading position in terms of technical strength and production capacity. However, it is precisely because of its high dependence on the global ** chain that it is quite vulnerable in the face of external variables. The U.S. technology blockade and restriction strategy has brought a potential crisis to TSMC, reflecting the fragility of the ** chain in the global chip industry. At the same time, the rise of Chinese mainland in the chip industry has provided new impetus for the further improvement of the global industrial chain, and how to achieve breakthroughs in independent research and development and chain control will be the key to the development of Chinese mainland and even the global chip industry. Therefore, enterprises and institutions from all countries should maintain an open and cooperative attitude, jointly promote the sustainable development of the global chip industry, realize the orderly upgrading of the industrial chain, adapt to the changing market demand, and make positive contributions to global scientific and technological progress and economic prosperity.