After 32.6 Billion Chip Orders Were Cut, How Should TSMC Respond? The Chinese Academician is Right!

 After 32.6 billion chip orders were cut, how should TSMC respond? The Chinese academician is right! ——With the escalation of US sanctions on my country's semiconductor industry, it intends to relocate all the global semiconductor industry chain to the US, in order to limit the normal import and supply of domestic chips, and whether the sanctions can be effective depends on each chip. Manufacturers have a close relationship.

TSMC in Taiwan Province of my country is the world's largest chip foundry, producing more than half of the world's chips every year, and has always been ranked first in the world. TSMC also has an extremely advanced packaging process and has an absolute monopoly in the field of chip packaging. At the same time, TSMC has achieved a very high marketing volume in the market, accounting for 3/4 of the world's overall revenue, and is in a leading position.

You know, Samsung, which is second only to TSMC, is in second place, but it has a huge gap with TSMC. TSMC is a company that has a great influence on the world's semiconductor industry. Wherever it invests and sets up factories, it can promote the development and upgrading of the local semiconductor industry. Therefore, the U.S. expressed to TSMC through various means the idea of ​​inviting it to invest and set up factories in the U.S. Even the President of the U.S. House of Representatives visited Taiwan some time ago and negotiated this matter with TSMC.

In order to avoid being sanctioned by the United States, TSMC has now agreed to build a factory in the United States with an investment scale of US$12 billion, mainly producing orders for TSMC's five-nanometer chips.

Of course, the U.S. has great ambitions. He is not satisfied with the $12 billion chip factory built by TSMC. He wants the entire TSMC to put all its industries in the U.S. to control SMC. Zhang Zhongmou detests the U.S. practice and even publicly opposes it, saying it seriously violates free competition.

However, the United States still disregarded the opposition of countries around the world and issued the so-called chip decree, using subsidies to induce various chip manufacturers to settle in, and then control it. The chip decree has special sanctions against my country. Any company that enjoys preferential subsidies from the United States cannot deploy advanced semiconductor industries in my country within ten years, cannot transfer various semiconductor technologies to my country, and cannot invest in the domestic semiconductor field.

After seeing this situation, TSMC quickly took measures, spending a full $60 billion to expand its scale in Taiwan Province, trying to make Taiwan Province the world's semiconductor supply base. The fundamental purpose of this is to respond to the US sanctions against China and to avoid being controlled by the US.

The chip factory built by TSMC in the United States invested in a chip production process of five nanometers, not two nanometers. This shows that Zhang Zhongmou did not put his lifeline in the hands of the United States. This time, the chip factory built in Taiwan Province has invested two nanometers in production technology, indicating that he wants to control his lifeline in his own hands.

After the chip decree is promulgated, it will definitely affect the pattern of the world semiconductor industry, but as long as TSMC does not move, even if other chip manufacturers move all their factories to the United States, it will be difficult to have a great impact on the semiconductor industry. After all, TSMC is in a position of authority.

Industry insiders pointed out that after the US issued the chip decree, TSMC was the most affected, followed by other chip suppliers. Although the sanctions against my country in the Chip Act are very strict, their impact is very limited. my country is the world's largest chip import market. Losing our market is equivalent to losing our biggest profit. Even if you get the subsidies provided by the US chip law, it is difficult to recover the losses caused by your company.

TSMC is the world's largest chip supplier, and my country is its largest market, so it needs to build a chip factory in Taiwan Province to continue trading with my country. Of course, it is not easy to control a company. It not only requires a very large amount of capital, but also needs to have the lifeblood of the company in hand.

The lifeblood of TSMC's company lies in the lithography machine, and TSMC owns many shares in the world's largest lithography machine and has a long-term contract. It is obviously impossible for the US to control SMC from this aspect. TSMC has its own strategic plan as well as its own strategic strategy. Therefore, it is difficult to transfer all its industries to the United States in accordance with the provisions of the US chip statute.

Liu Deyin, chairman of TSMC, also stated in public recently that TSMC is a private company in Taiwan Province of China that participates in free market competition and will not be controlled by the authorities in any region, nor can it be controlled by the authorities in various regions. This also seems to show that he is unwilling to go to the United States to build a factory.

Ni Guangnan, a well-known academician in my country, said that the core technology is developed with real money and cannot be bought. The United States will only further restrict my country and will not help me manage it. It seems to be right.

All in all, my country should continue to increase investment in the chip industry, expand chip research, and strive to break through the bottleneck of the chip industry as soon as possible. Only after breaking the bottleneck of the chip industry can an advanced chip production chain be formed in China, and can we not be afraid of the so-called chip sanctions by the US.