As we all know, TSMC terminated its cooperation with Huawei and paid out of its own pocket to build a factory in the United States, which was a wrong decision.
You must know that TSMC is the world's largest wafer foundry, and most of the world's chips are accounted for, even the revenue and production capacity of the last nine companies in the world's top ten wafer factories cannot surpass the former, so the importance of TSMC is self-evident.
Originally, TSMC could have a better development path, but Liu Deyin refused to OEM Kirin chips for Huawei, and Huawei, as an important bridge between TSMC and the mainland market, Liu Deyin's move is tantamount to giving up the high-end market in the mainland, which not only affects Huawei's mobile phone business, but also the investment plan to build a factory in the mainland market.
After abandoning Huawei's business, TSMC announced that it would build a factory in the United States under the attraction of $52 billion in subsidies, and it was this decision that put TSMC in a dilemma.
In fact, for the construction of a factory in the United States, Zhang Zhongmou and TSMC and other high-level officials have expressed opposition, in Zhang Zhongmou's words, the United States semiconductor manufacturing industry is backward, technology, talents, equipment and other resources are scarce, even if the chip factory is completed, if the chip has to be shipped back to Asia for packaging and testing, this will lose the significance of building a factory in the United States, so he believes that the United States core manufacturing plan is doomed to failure.
Zhang Zhongmou, as the founder of TSMC, although he did not hold office, his far-sighted strategic vision is undoubted, therefore, although Liu Deyin agreed to build a factory in the United States, he also knew the pros and cons, so he chose "conservative tactics" and only built a 5nm wafer factory in the United States, leaving 3nm, 2nm and the next advanced process in the country, so that he can not only obtain chip subsidies and a large number of orders from American companies, but also avoid the leakage of advanced foundry technology.
This is just the direction that Liu Deyin wants to see, but it backfired, Liu Deyin suddenly announced his retirement this year, with the older Wei Zhejia as the new chairman, TSMC's plan to build a factory in the United States failed, and Liu Deyin, as the first executor, should be fully responsible.
It is reported that at Biden's request, TSMC upgraded the original 5nm factory to 4nm, and promised the United States to build a more advanced 3nm factory.
In order to obtain chip subsidies, TSMC expressed enough sincerity, but Biden announced hidden rules, requiring subsidized companies to hand over the company's core data and part of profits.
Seeing this, the Biden team chose a showdown, recently announcing that the $52 billion chip subsidy in the United States has now dropped to $28 billion.
Last month, it was reported that Intel was seeking a $10 billion chip subsidy from the Biden team, and this application is likely to be approved, and those foreign companies that give up or suspend the application may not get even a dime.
A total of 28 billion US dollars, if Intel alone takes 36%, TSMC, Samsung, SK hynix and other companies that invest in the United States may not even be able to drink soup, because according to statistics, a total of 600 companies have submitted applications to build factories in the United States.
To sum up, TSMC should have expected that "it is easy to get on the ship and difficult to get off the ship", and even foreign media have said that TSMC is not its own person after all, so how can Biden distribute the biggest dividends to outsiders, and Intel and other American companies are the biggest beneficiaries of this incident.
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