Under the coercion of Laomei, TSMC has begun to build in full swing in the chip factory of Laomei, and Laomei has obtained all the core data of TSMC through threats. In this game, at the beginning, Lao Mei thought that she had won very thoroughly. However, recently Lao Mei realized that she may have been calculated by TSMC, because TSMC did not teach it as Lao Mei imagined, but secretly hid the bottom card behind its back.
Hidden state-of-the-art technology
First of all, TSMC did not hand over its highest technology to Lao Mei. TSMC's factories in Old Meina are 5nm chip factories, and TSMC claims that these factories can mass-produce 5nm chips in 2024. This in itself is good news for Laomei, which can establish chip advantages with TSMC's advanced technology. But in fact, TSMC has recently broken through the technology research and development of 4nm chips, and has achieved experimental mass production of chips.
Recently, MediaTek launched the world's first 4nm chip "Tianji 9000", which is manufactured by TSMC, which shows that the manufacturing technology of 5nm chips is far from TSMC's bottom card. By 2024, let alone 4nm chips, even 3nm, 2nm have achieved mass production, so by then 5nm chip research and development technology, in the world is not the top chip technology.
In fact, we can see from TSMC's planning that TSMC plans to achieve 3nm chip manufacturing technology in 2022 and mass production of 2nm chips in 2024. The factory built by TSMC in Laomei will not be able to mass-produce 5nm chips until 2024, which cannot allow Laomei to maintain its advantage in the chip field, because by 2024, even Chinese companies may have mastered the manufacturing technology of 5nm chips.
On the other hand, Samsung is very sincere, the same is to the United States to set up a factory, Samsung directly laid out the production line of 3nm chips. Although Samsung does not yet have the mass production capacity of 3nm chips, Samsung is already stepping up research and development, and when the factory of Laomei is built, it can be put into use immediately. From this point, it can be seen that TSMC is still full of defenses against Lao Mei, and does not show all the bottom cards to Lao Mei, but hides its advanced technology.
Reduced productivity
Another point is that TSMC's factory in Old Mena has significantly lower production capacity than factories in other regions. At present, TSMC plans to build a factory in the United States, with a monthly production capacity of about 20,000 pieces. Such a production capacity simply can not meet the chip demand of laomei, that is to say, even if all the production capacity of the factory is supplied to American companies, Laomei still needs to import a large number of chips from abroad, which is a big deviation from laomei's expectations.
Lao Mei wants to blackmail TSMC to run a factory, itself is to solve the problem of its own chip shortage, and now TSMC to run a factory still has not solved this problem, which shows that Lao Mei's expectations have not been met. In fact, the factory planned for construction in the United States may be the smallest plant in the world for TSMC, and the capacity of the factories established by TSMC in other parts of the world is basically more than 40,000 pieces.
It can be seen from this that from the beginning of the establishment of the factory, TSMC did not have the sincerity to help Laomei solve the chip production capacity problem, and TSMC did not take the market in the old United States too seriously. Even TSMC's chip factory capacity in China has a combined capacity of more than 50,000 pieces, which shows that in TSMC's mind, the importance of the Laomei market is not as important as China. In contrast, Samsung is planning to shift the focus of its business layout to Laomei, and the total production capacity of the factories that Samsung has operated and planned to build in the old United States has exceeded twice that of TSMC.
Planning and building plants around the world
In addition to leaving a hand in the cooperation with Lao Mei, TSMC is also planning to build factories around the world to avoid the surveillance and sanctions of Lao Mei. At present, TSMC is promoting the construction of plants in Germany and Japan. These two countries have very mature technologies in the field of chip manufacturing and the industrial field, and TSMC also hopes that through their help, it will achieve a breakthrough in the core technology of Laomei as soon as possible, and no longer be threatened by Laomei through technical advantages.
As far as the current trend is concerned, TSMC is likely to form a chip technology research group with many countries other than Laomei to avoid Laomei to study chip technology, and once this alliance is completed, it will pose a threat to the chip hegemony of Laomei.
summary
It can be seen that TSMC is no longer willing to submit to Lao Mei, but has begun to resist in its own way. At present, chip companies around the world are beginning to try to get rid of the control of Laomei. Because everyone knows that the purpose of Lao Mei is to control all chip companies.
Once caught in the clutches of the old United States, it will eventually be limited to development space, which is very unoptimistic for a technology company seeking development space, and it is likely to be a desperate situation by powerful enterprises, and TSMC is setting an example for everyone.
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