South Korean chip companies act collectively, TSMC may feel the pressure!
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TSMC is the world's largest chipmaker. Located in Taiwan Province of China, TSMC has the world's largest chip production base, from design, production to packaging, nearly half of the world's chips come from TSMC.
South Korea is also ambitious in the field of semiconductors, having invested 622 billion won in this field! In the face of the South Korean chip giant's step-by-step approach, TSMC should be nervous.
South Korea will build a large-scale semiconductor industry cluster.
Chip manufacturing is highly competitive, and many countries are strengthening their semiconductor industries. The United States spent 52 billion yuan to attract TSMC and Samsung to build factories.
Japan invited TSMC to build factories and gave huge subsidies; China stipulates that the self-sufficiency rate of chips reaches 70%; The European Union has a €43 billion chip law; India has a $10 billion chip stimulus package. In the face of so many semiconductor industry plans, the competition between countries and regions is also intensifying.
South Korea is also home to chip giants such as Samsung Electronics and SK hynix. One of the world's largest semiconductor clusters will be built near Seoul, with a total of 622 trillion won in private investment, and will be completed by 2047, according to South Korea***.
Specifically, Samsung Electronics will invest 500 billion won and SK hynix will invest another 122 billion won, a huge investment that will bring 3 million jobs to South Korea. South Korea is investing hundreds of billions of won and plans to build 16 new factories to become the world's largest wafer producer.
South Korea's investment can be described as large: the United States is only willing to pay 52 billion yuan, while South Korea directly pays 622 trillion won, which is equivalent to 466.1 billion yuan in yuan, almost nine times that of the United States.
Samsung Electronics and SK hynix have joined forces not only to increase chip production in South Korea, but also to give Samsung a greater competitive advantage over TSMC.
TSMC should be nervous.
South Korea is investing in the Korean semiconductor industry to improve its strength and overall competitiveness. Therefore, both South Korea and South Korean companies will take measures to expand the scale of production, improve the technical level, cultivate talents, and promote the rapid development of the semiconductor industry.
If South Korea's semiconductor industry makes great strides, TSMC could face stiffer competition from South Korean companies, which should cause TSMC to be cautious.
TSMC may be at the top of the chip industry pyramid, but at the end of the day, it's still TSMC that dominates chip production. TSMC has more than half of the world's EUV lithography machines, and it can build as many as it wants.
Since South Korea has decided to invest 622 billion won, it will certainly not make a fuss and will undoubtedly buy EUV lithography machines in large quantities, which will jeopardize TSMC's position when Samsung's chip production exceeds TSMC.
Countries around the world are vigorously developing the semiconductor industry and increasing R&D investment. As the world's leading semiconductor manufacturer, TSMC will face an increasingly severe competitive environment, and how to maintain its position as the world's No. 1 depends on TSMC.
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