U.S. politicians openly speak out that TSMC is difficult to achieve a big deal!
In the field of high-end chip production, TSMC controls more than 90% of the global market share, and the increasing dependence of American semiconductor companies on TSMC has made the attitude of American semiconductor companies towards TSMC quite complicated.
On the one hand, they need TSMC's help to resume chip production in the United States. On the other hand, they also have a lot of interest in TSMC"Be wary"。After all, TSMC is a Taiwanese company with close ties to the mainland market, so they are worried that TSMC's return to the mainland market will lead to"Cuts"。
So, TSMC began to work in earnest.
However, after the public statement of the American political circles, the TSMC"Distrust"It seems to have come to an end.
According to people familiar with the matter, the top management of the White House science and technology department made it clear that they are not worried about TSMC being controlled by other countries, after all, TSMC is very dependent on the global ** chain, and if the United States can find another way, it is fully capable of cutting off TSMC's ** chain.
In other words, if the U.S. semiconductor industry decides to stop supplying TSMC, even chip giants like TSMC are unlikely to do much.
This statement sounds very"Arrogance", but not without reason. Judging from market orders, most of TSMC's customers are American companies, and given the dependence of American companies on TSMC, it is difficult for TSMC to get rid of its dependence on American companies to ensure revenue.
As long as an American company places an order, the TSMC market will be directly impacted. At that time, no matter how advanced the technology is, it can only be a decoration.
In addition, TSMC is based on"American technology"。
As a very simple example, if ASML can't ship TSMC's lithography equipment for free and turn it into a bunch"Scrap", the situation will be completely different. TSMC is no longer strong, but it's not just that"Cook rice"。So, in this sense, American politicians are right.
However, in my opinion, they underestimated the trend of globalization of the **chain. If the United States loses its ** to TSMC, the global semiconductor industry will fall into"Paralysis"。
Of course, relying on the two giants, Samsung and Intel, it is entirely possible to fill the TSMC market. But the problem is that there is still a big gap between their technical level and TSMC, otherwise there would not be so many companies that rely on TSMC for food.
Therefore, Biden's team may want to both get rid of its dependence on TSMC and attract TSMC to the United States. In short, they want to have a good relationship with TSMC, and if they can't kick it out in one fell swoop, they have the upper hand.
However, TSMC has not relaxed its vigilance, in the case of Samsung and Intel, American semiconductor companies are also strongly supporting Intel, TSMC must not only maintain the lead, but also expand the customer base, this dependence on orders from American companies must change.
Otherwise, TSMC will no longer be"form", but reality.
In any case, TSMC must plan for the future. What are your thoughts on this? Leave us a message, like and share it here.