Lost since TSMCHuaweiAfter this large customer, the company had to turn its focus to American corporate customers and was forced to agree to the request to build a factory in the United States. However, TSMC then fell into a "nightmare" initiated by the United States, and their top-notch technology was almost cheated. Fortunately, the United States' haste allowed TSMC to escape. From the beginning, the United States asked TSMC to hand over the core data, and later asked for the assistance of engineersIntelUpgrading production capacity, step by step. Although the promised subsidy has not been fulfilled for a long time, Liu Deyin and others sensed the trap and gave up the subsidy application. In order to create the illusion that TSMC cannot do without orders from American companies, the Biden team began to pressure American companies to disperse production capacity, in additionChipsThis illusion is also exacerbated by market weakness. For a while, TSMC'sCapacity utilizationRapid decline,7nmThe production capacity once fell to 50%, which gave people the feeling that it was TSMC'sChipsNo one wants it anymore. However, after a period of tugging, American companies finally compromised, AMD, NVIDIA,Inteland other U.S. companies had to return orders to TSMC to fill the huge capacity gap. TSMC has always been the world's top technology giant, with its first-class process and equipment, which can integrate high-performance and high-density under the same processChipsThis is also one of the reasons that attract the cooperation of many manufacturers, making TSMC half of the marketChipsof ** quotient.
With the rise of artificial intelligence and new energy vehicles, TSMC's orders have begun to grow significantly. At the beginning of 2024, AMD placed a huge order for TSMC, and according to market news, AMD plans to mass-produce Zen5 in the third quarter of this yearChips, which will use TSMC's latest 3nm process. In addition, in AIChipsIn the field, AMD has also accelerated the layout and will massively increase the production volume of the MI300 series, theseChipsIt will be produced based on a 3nm-5nm process. At the same time,IntelIt was also decided to use TSMC's 3nm process to produce Lunarlake processors, while Nvidia andApplesA large number of orders were also placed. The influx of these orders has made TSMC fearless of U.S. sanctions, and they have moved away from their over-reliance on orders from U.S. companies.
TSMC's move to the United States to build a factory in Japan has sparked suspicions, and they have speculated whether this is just a façade. When TSMC suddenly lostHuaweiWhen the order was placed, it had a significant impact on the company. In order to gain time to establish a technological advantage, TSMC agreed to the request to build a factory in the United States. However, the processes they used to build the factory were 5nm and 3nm, which many people were puzzled about. Now, we have come to the answer: this is just to stabilize the United States and prevent them from further sanctions against TSMC. TSMC has no real intention of putting down roots in the United States at all, only avoiding deeper sanctions. Now the situation has begun to reverse, and American companies can no longer leave TSMC's process. As for going to Japan to build a factory, it is easier to explain. The plant only supports the mass production of the 12nm process, which is almost optional for the current market demand. Moreover, the capacity of the plant will not be too much. The reason why the news of expansion continues to spread is largely to confuse the public, so as to smoothly promote the top process of 5nm and below in the local layout. In this way, Liu Deyin's retirement at a critical moment may just be to give the outside world a false impression of "resignation" to escape some promises.
TSMC has finally regained orders after experiencing a capacity crisis. Their state-of-the-art technology, high-performance processes and equipment have led to the cooperation of many manufacturers, creating half of the marketChipsPhenomenon from TSMC. Despite all kinds of pressure and sanctions from the United States, TSMC has successfully stabilized the situation through flexible response, and gradually got rid of its excessive dependence on orders from American companies. Going to the United States to build factories in Japan is only a superficial action, and TSMC's real purpose is to stabilize the situation and protect its own interests. Through accurate grasp of market demand and continuous innovation of technology, TSMC has shown incomparable resilience and competitiveness. In the future, TSMC will continue to leadChipsThe development of the industry provides strong support for the innovation and progress of various industries.