"Japanese investment has aroused suspicion, and Zhang Zhongmou's changes are highlighted! "！
At the beginning, many people said that it was the semiconductor companies of Japan and the United States, and strongly demanded that TSMC build factories in China, and even persuaded TSMC to move more advanced production bases to their own countries. Although TSMC did not put the most cutting-edge technology into other fields, they chose to build the factory on their own.
But there are also many people who believe that this may be a "trap" for TSMC, and once TSMC establishes a factory in TSMC, then they may lose control of the chip.
However, judging from the current situation, it seems that it is not them who are pitting TSMC, but TSMC who is pitting them. As for why there is such a statement, let's listen to the analysis of the authors.
Japan and the United States adopted a series of policies and gave high subsidies, which made Zhang Zhongmou very angry. He has said many times that this fund alone is not enough to support the development of the domestic semiconductor industry. At the same time, Zhang Zhongmou has also said many times that he does not have much hope for the "ambitions" of Japan and the United States, and in contrast, South Korea's semiconductor industry is more worthy of TSMC's attention.
In this case, the current subsidy in the United States may not be enough, Raimondo has said that in order to stabilize the semiconductor market in the United States, a new chip law must be introduced. In addition, Japan's semiconductor industry is also increasing investment in TSMC, such as TSMC, which will invest 732 billion yen in Japan to help it build a new semiconductor manufacturing plant.
While the U.S. doesn't offer a lot of grants right now, that's a good sign. Japan's chip technology is also the most advanced and has developed better, and TSMC is also more favored by the United States. So, Zhang Zhongmou changed his mind.
Zhang Zhongmou bluntly said that when they build the first chip production plant in Japan, Japan's semiconductor industry will be revived, reinvigorating Japan's once dominant position. Japan's semiconductor industry has finally returned to its former glory, and the biggest change is that Japan has provided a large number of subsidies to TSMC.
In retrospect, what was it all for? Judging by the current situation, the real "winner" is TSMC.
TSMC's subsidy to Japan is the largest, while the subsidy from the United States has not yet arrived, even Intel can get a subsidy of 10 billion yuan, and TSMC should not get much less money than them. What's more, TSMC has already established a phase II factory in the United States, and as long as the United States gives them another sum of money, TSMC will definitely be included in it.
Second, TSMC has a lot of capacity investment in Germany, Japan and the United States, which partially offsets the concern that "all chips will be supplied to one company" in the United States. This is probably the reason why TSMC has stepped up efforts to build factories in Japan, while the United States has postponed production, but American chip companies have been indifferent. To put it bluntly, Lao Mei will not give up its dependence on TSMC, unless TSMC has enough capacity.
In fact, TSMC has received orders from many American chip manufacturers, and is even ready to hand over Intel's high-end chips to TSMC for production. It can be said that this time TSMC not only got subsidies, but also grabbed more orders, minimizing the "risk".
Zhang Zhongmou's plan is good, but his plan is successful, because TSMC itself has a strong technological content, plus the world is trying to improve its own chip production level. Otherwise, no matter how pessimistic Zhang Zhongmou is, it will have no meaning. What do you think about this? Please leave a comment, like, share here!