China and the United States are competing for TSMC, and capital acquisitions are unsustainable, and there is only one way to go
Preface. In the context of the current Sino-US science and technology war, the integrated circuit industry has become the focus of competition between the two sides. As the world's leading chip manufacturer, TSMC has been highly valued and competed for by both China and the United States. This article will analyze the background of the Sino-US TSMC dispute, analyze the capital acquisition dilemma in this battle, the challenges faced by the Chinese-funded TSMC, and reveal the United States' use of high subsidies"Traps", as well as the current situation after TSMC moved to the United States. By revisiting these key events, we can better understand the chip manufacturing industry in the Sino-US wrestling and deeply reflect on the fate of TSMC.
Capital acquisition strategy in Chinese mainland.
Chinese mainland has been cautious about TSMC, especially in the political context of Taiwan's military reunification. Faced with this situation, the mainland chose capital mergers and acquisitions as the main strategy, trying to solve the problem through money and avoid possible conflicts. However, in this dispute, Zhao Weiguo of Unigroup tried to build a huge chip empire by acquiring chip manufacturing companies, including TSMC. However, he ended up in debt, revealing the difficulty of using capital mergers and acquisitions to acquire basic technology. This setback also made people realize that in order to obtain the real core technology, it is necessary to be down-to-earth and carry out independent research and development.
Digression: Capital acquisition is essentially a means of using capital to achieve industrial control and obtain technology, but in the face of a company with basic technology like TSMC, this is obviously not an effective way. While the acquisition of Zhao Weiguo is positive and productive, it also highlights the reality that capital cannot replace innovation. In the context of global technology competition, Chinese enterprises must strengthen their independent research and development capabilities in order to achieve positive results for long-term development.
High subsidies in the United States"Traps
The United States has adopted a strategy of high subsidies in the competition with TSMC in an attempt to induce TSMC to turn to the United States. The United States has taken advantage of the emotional influence of the Taiwanese people on the mainland to threaten and lure TSMC into believing that only in the United States can it achieve security and development. The United States** pledged to provide TSMC with development subsidies to support TSMC in building factories in the United States, while ensuring that TSMC's basic industries are not violated. However, due to the political instability in the United States and the increasing demands on TSMC, TSMC fell into a difficult situation, which eventually led to the failure of the agreement. This process shows the strategic nature of the U.S. economy and politics, as well as the challenges and choices TSMC faces in the process.
Additional note: The United States is heavily subsidized"Traps"The aim is to tilt TSMC toward the United States through economic inducement and political pressure, which is both an inducement and a threat to the company's core competitiveness. TSMC must weigh the interests of security, development, and protection of its underlying technology when making its choice, which involves complex commercial and political calculations. The various commitments made by the United States to TSMC seem to be beautiful, but in fact they hide risks, and we must truly recognize their mysteries in order to effectively grasp the general trend of development.
TSMC's current situation and challenges.
TSMC is currently facing a series of dilemmas and challenges. In the U.S. environment, it is required to provide trade secrets, facing significant hurdles such as political uncertainty and changes in commitments. Liu Deyin's deportation also highlights TSMC's difficult situation in the United States. Although the United States was initially full of TSMC, due to obstacles and variables in actual operation, TSMC did not receive the expected subsidies and support, and ultimately failed. This process shows the open and covert rivalry between the two sides of the Chinese and American rivalries, as well as TSMC's awkward position as a symbol of entanglement of interests.
Additional note: TSMC's situation exposes many risks and challenges in the development of modern enterprises. In the global competition, enterprises must stand firm and continue to strengthen the determination of technological innovation and independent development. Only by adhering to the road of independent research and development and continuously improving the core competitiveness can we be invincible in the rapidly changing pattern. TSMC's experience also reminds other companies to assess the situation, prudently respond to various ** and pressures, keep a cool head, and ensure that the development path is clear and steady.
Summary. The history of the competition between China and the United States for TSMC not only shows the open and secret struggle between the two countries in the field of science and technology, but also reveals the challenges and choices of enterprises in the global competition. Strategies such as capital mergers and acquisitions and high subsidies are important, but in the face of competition in basic technologies, the only way to do this is to be down-to-earth and independently developed. In the future, China's chewing gum industry must pay more attention to technological innovation and continuously improve its independent research and development capabilities in order to be invincible and win the strategic initiative for long-term development. The Sino-US TSMC dispute has given us profound business inspiration, and we must learn from it and seek a more stable and long-term development path.