TSMC may not have foreseen that Biden will issue subsidies, and Nvidia will turn against it!
The United States has called for chip manufacturing to return to the United States, and TSMC has just caught up with this step.
The reason why they came to the United States to build factories is because of the pressure from the United States, because the United States has given them generous subsidies, and because the United States has a large demand for American chips. Especially when TSMC had an absolute advantage in the chip manufacturing industry, TSMC resolutely went to the United States to build a factory despite opposition.
However, TSMC did not expect any changes, because most of the chip orders from American companies were provided to TSMC by Nvidia.
Not long ago, Nvidia executives and TSMC executives held a meeting to discuss the shortage of ** and demand, hoping that TSMC can come up with a better solution. However, Nvidia did not stop there, but approached Intel to buy their shares. Intel plans to add Nvidia to its own ** chain to alleviate the lack of advanced packaging capabilities, according to people familiar with the matter. In particular, the report pointed out that this is due to TSMC's lack of capabilities in advanced packaging processes.
Of course, this is just a minor trouble for TSMC. Because even if they find Intel's foundry, they won't be able to get too many orders.
It is reported that TSMC will provide Nvidia with about 90% of its advanced packaging capacity. However, we cannot ignore a key point about Nvidia's move, that is, Biden has already applied to the United States long before Nvidia began to issue subsidies, and there are already first and second batches of applications. According to the top of the United States, the next is Intel, TSMC, and Samsung.
Judging from the current situation, this subsidy reveals two pieces of information, first, TSMC must strictly abide by the chip laws of the United States. Previously, Lao Mei has also repeatedly expressed the hope that TSMC can produce more equipment in the United States. Many American companies are clamoring that what they want are American chips.
In this case, TSMC will be under a lot of pressure.
Intel is one of them, and it takes advantage of the cutting feature. In the beginning, this was not a great opportunity for Intel, as many American companies had doubts about building Intel's chips. But now that Nvidia has included Intel in its ** chain, Intel has been fully prepared for this, so only other American companies will choose Intel in the future. And TSMC's losses are also unpredictable. So, in a way, Nvidia's move is actually in"Stab in the back"TSMC.
Both of these signs show that the United States will increase its support for the domestic chip manufacturing industry, and Intel, the largest chip manufacturer in the United States, will not be surprised. As you expected, TSMC's chip factories in the United States are expanding production capacity, and once the production capacity is insufficient, orders will be snatched away, and American chip manufacturers will not be able to put into production in time, what kind of dilemma do you think TSMC will face?
Especially now that NVIDIA is the leader in the field of artificial intelligence chips, the institutional pattern has been opened. This"Magic box"Once turned on, it will be a negative sign for TSMC.
Therefore, both parties have only eternal interests, and the loss of the interests of either party may lead to a win-win situation. I hope TSMC will not be affected this time"Lack of capacity"And defeated. What do you think? Welcome to leave a message, like, share!