The mainland's chip manufacturing technology lags behind TSMC by five to six years, and I support the U.S. chip blockade of China, and if it were me, I would do the same! ”
Not long ago, TSMC founder Zhang Zhongmou made a remark of "supporting the United States and resisting China" in an interview with **, completely overturning the previous remarks that "mainland companies should focus on chip manufacturing, and chip manufacturing can fully trust TSMC".
However, with the voice of TSMC Chairman Liu Deyin, China's attack on the US chip giants, and the continuous "explosive" technological breakthroughs of domestic chips, a number of Taiwanese ** have issued articles saying: TSMC has "played off" this time, and in the near future, TSMC will go from strong to declining, and may even fall, Zhang Zhongmou's heart feels about to break.
It is an indisputable fact that TSMC is the hegemon of the world's semiconductor chip manufacturing industry, and its advanced chip manufacturing process technology and ultra-high yield rate make it fatally attractive to technology giants such as Qualcomm and Apple, with a market share of up to 52, surpassing the combined market share of all competitors such as Samsung and SMIC.
In recent years, in order to suppress Huawei and other Chinese enterprises and curb the development of China's science and technology industry, the United States has continuously revised chip rules, attracted semiconductor companies such as TSMC and Samsung to build factories in the United States, and participated in the containment of "China Chip".
But what about the facts? TSMC's road in the future will be more and more difficult!
On March 31, TSMC Chairman Liu Deyin began to "regurgitate" on the first day of the US Chips Act on the first day when foreign companies set up factories in the United States to apply for subsidies, making it clear that some provisions of the "Chips Act" are too harsh and will cause TSMC to suffer irreparable huge losses, and TSMC will never compromise to accept it.
In addition, on the same day, China launched a counterattack on the chip sanctions of the United States and launched a cybersecurity review process against the American semiconductor giant Micron Technology.
Micron was put on file for review, which shows that China will never allow any country or company to do anything that is harmful to Chinese enterprises and the development of China's technology industry.
For Liu Deyin's "anti-water" and China's counterattack, what broke Zhang Zhongmou's heart even more was that "China Core" continued to make "explosive" breakthroughs, and a variety of neck technologies were overcome.
According to public information, Shanghai Microelectronics' lithography machine with independent intellectual property rights has entered the production line of Chinese enterprises, and through a variety of advanced processes, it can manufacture chips with 14nm process technology.
In addition, Harbin Institute of Technology recently officially announced that it has mastered a new light source technology that can use EUV lithography machine, and has been out of the laboratory stage. Leaving the laboratory stage, it shows that the EUV light source mastered by China can already be used in "actual combat", just waiting for the breakthrough of other EUV lithography machine technology.
The manufacture of EUV lithography machine gathers the crystallization of the wisdom of all mankind, such as the light source from the United States, the lens from Germany, etc., but the lithography machine independently developed by Shanghai Microelectronics has entered the production line of Chinese enterprises, and Harbin Institute of Technology has mastered EUV light source technology, etc., all of which are transmitting a voice to the world: no matter how high-end and sophisticated equipment, as long as it is not made by God, the Chinese can make it!
China has the world's top chip design enterprises, and the chip manufacturing process has reached the world-class level, and the reason why it is still unable to achieve self-sufficiency in high-end chips is mainly the lack of lithography machines, especially high-end lithography machines, which directly restricts the improvement of the overall level of the domestic chip industry. As long as we solve the problem of the shortage of high-end lithography machines, Zhang Zhongmou may no longer "kindly" persuade mainland companies not to enter the chip manufacturing industry.
Although there is a certain gap between domestic chips and Western chips, the author believes that as long as domestic enterprises can "keep their feet on the ground" under the overall planning of the country, talk less and do more, they will be able to break the technological blockade of the United States and Western countries and realize the rise of "Chinese chips". Of course, in the stage of "China Core" climbing and breaking the ice, we must beware of "comprador enterprises" making trouble, after all, a grain of rat feces can ruin a pot of porridge!