TSMC, the big brother, has been tricked by the "Chips Act" in the United States. This "sweet trap" is not simple!
Originally, the chip bill of the United States was ostensibly to give TSMC face, but it was also to throw money and land, and it looked like it was a chicken blood to support TSMC. But TSMC's little ninety-nine in his heart is terrible. This Yankee, what he said is very good, but what kind of calculation is he making behind his back? Don't you want to take the opportunity to steal from the teacher and learn the arts, and target TSMC's unique skills, right?
TSMC has been in the chip industry for many years, and that is not blowing. People have real skills, and the technology is called a perfect fire. 5nm process, that is the lead of the bar, Apple and Huawei, these bigwigs have to line up to ask TSMC to make chips. If the United States is allowed to learn, TSMC will not have to cry and faint in the toilet?
But TSMC is not a vegetarian, and after so many years of working in the chip rivers and lakes, he has also practiced real kung fu. In the face of the conspiracy of the United States, TSMC has also been prepared. Continue to increase investment in research and development, the 5nm process is understood, and the 3nm and 2nm have to throw money into it; You can't put all your eggs in one basket, the United States is a bowl of rice, but you also have to go to Europe and Asia to expand and make more friends, so that you can be as stable as an old dog.
Like our Chinese SMIC, although the current technology is not as good as TSMC, the momentum is not bad. It is necessary to engage in independent innovation, and the chip has to rely on itself. However, there must be cooperation and competition, and it is also excellent to learn and communicate with TSMC.
Of course, these measures of the United States should not be too high-end. Under the general trend of economic globalization, the chip industry chain is so long, and it is not nonsense to engage in sanctions and decoupling?
As an aside, chips aren't just ordinary things, they're the food of the silicon-based world. Now, artificial intelligence, 5G, these new things are popping up every day, if you don't make some high-end chips, how can you live these days? So, the chip industry must be grasped, not only TSMC SMIC has to work hard, but other brothers also have to work hard.
I think about this TSMC and SMIC, which are really the two peaks of the chip industry. TSMC's technology is top-notch, but the United States' black hand is also yin enough; SMIC still has a gap, but that hard work will have to catch up sooner or later. Anyway, we still have to support our own people, China Chip, come on!
Lao Tie who has passed by, what do you think of this "chip drama"? Leave a word, let's chat!