TSMC and Samsung are both investing in China, and the U.S. factories may be suspended!
As TSMC continues to build more chip factories in Taiwan Province of China, some time ago it was reported that Samsung also plans to invest 300 trillion won in South Korea to build the world's largest semiconductor industry cluster, which highlights that Samsung and TSMC are refocusing on the domestic market.
Samsung and TSMC's investments in the U.S. have taught them a variety of lessons. First of all, the chip subsidy promised by the United States is nothing to them, the United States took out 50 billion yuan of chip subsidies, Samsung and TSMC were tempted, but when they built factories in the United States, Samsung only got 13% of the subsidy, and TSMC only got 10% of the subsidy, which is less than their investment in the United States.
But it is such a small subsidy, but Samsung and TSMC share technology, profits and many other restrictions, so that the United States has to give up subsidies for chips, and even Samsung has given up.
Second, the cost of manufacturing chips in the United States is too high, and Samsung and TSMC's factories in the United States may face difficulties in making profits. Zhang Zhongmou, former chairman of TSMC, once **, if a factory is built in the United States, the cost of chips will increase by 50%, but after TSMC went to the United States to build a factory, the Taiwanese industry chain people who followed TSMC to build a factory in the United States believe that building a factory in the United States may cause a threefold increase in costs, so it is likely to lose money to build a factory in the United States. In the nineties of the last century, TSMC built a factory in the United States, but it ended in losses.
Third, the chip market in the United States has been much worse than before, many American chip companies have seen a decline in profits, and even losses, in order to control costs, they began to reduce prices, and the profits of American foundries are getting less and less.
Everyone in the industry knows that the reason why Samsung and TSMC can build factories in the United States is because they are worried about the leakage of core technologies, especially after Intel enters the field of chip foundry in a big way, Intel will become one of the top ten foundries in the world, competing with Samsung and TSMC, which also makes them worry about whether the leakage will be accelerated when building a factory in the United States.
At the beginning of this year, ASML, the world's largest lithography machine company, announced that they planned to produce 10 2 nm lithography machines this year, of which 6 will be delivered to Intel, which further proves that the United States is helping Intel to take the lead in the chip manufacturing process, while Samsung and TSMC realized that it is impossible to get the support of the United States to build a factory in the United States, and what the United States really wants to support is Intel Corporation, which makes Samsung and TSMC more worried about building factories in the United States.
It is no wonder that Samsung and TSMC choose to invest in China, after all, this is to get local support, and it is precisely because of local support that they will set their sights on the local market, hoping to continue to grow and develop with the help of local resources.
Samsung and TSMC have once again invested in the domestic market, which shows that they have seen the true face of the United States, and there is no benefit to paying tribute to the United States.
Of course, the scale of Samsung and TSMC's investment in China is not as large as it seems on the surface, after all, Samsung and TSMC's revenue and profits are declining, which means that they are likely to abandon their factories in the United States, which will lead to the closure of factories in the United States.