I believe that some friends have also noticed that in recent years, although due to the continuous development of many industries due to the new crown epidemic, the chip industry has become more and more prosperous, mainly because the demand for online office, online learning and data center computing power is rapidly expanding, resulting in a rapid increase in demand for chips, so the production capacity of existing chip manufacturers can not keep up.
At present, due to the expansion of major fabs, the overall lack of cores has changed, and it has begun to enter the pattern of structural core shortage, but new problems have begun to appear, that is, the lack of people.
Chip factory continuous expansion, equipment and so on can meet the demand through short-term production, but human problems are difficult to solve in the short term, especially many senior workers in chip factories, if there are no years of practical work experience, it is difficult to undertake the corresponding jobs.
We know that the United States is also accelerating the reconstruction of its chip manufacturing industry, and it also needs a large number of chip workers, but a real problem is in front of us, and there are not enough people.
Therefore, some time ago, we saw that the United States even said bluntly that it was necessary to "rob people" from TSMC, and it is reported that the number of people will reach thousands of people to help the development of the chip manufacturing industry in the United States.
I have to say that TSMC will not pay attention to this, and recently, we have seen TSMC's response.
According to media reports, TSMC suddenly announced new measures, will fully implement the share purchase subsidy system, that is, will prompt TSMC employees to buy their own shares, and TSMC will give corresponding subsidies, it seems to be learning from Huawei, there is a kind of Huawei "follow in the footsteps" of the meaning.
Let the employees buy shares, which means that the interests of employees are tied to TSMC, they are no longer an ordinary employee, but have become shareholders of TSMC, and enjoy the benefits brought by the development of TSMC.
Therefore, analysts said that this seems to be a counterattack by TSMC in response to the "robbery" of the United States.
Although TSMC has the most advanced manufacturing process, the realization of all manufacturing processes requires the production of chips with quality and quantity for customers, and the realization of this goal ultimately depends on the efforts of tens of thousands of operators in the factory, especially senior workers.
Once TSMC loses these workers who are known as "gold hands", it will cause incalculable consequences.
First of all, there will be a decline in production capacity, which will directly affect TSMC's delivery to customers; secondly, the loss of senior workers is difficult to replenish in the short term, and training takes several years; and finally, its production line will even cause stagnation, which is undoubtedly an invisible loss for tens of billions of production lines.
On the one hand, TSMC went to the United States to build a factory, but it was treated unequally, the United States 52 billion US dollars, about 332.7 billion yuan subsidies, until now have no connection with TSMC, but Intel has got billions of dollars.
Obviously, the various actions of the United States are actually weakening the market influence of TSMC and slowing down the development of TSMC, so TSMC cannot but introduce measures to deal with it, so the speculation given by analysts is actually very reasonable.
According to the news just received, TSMC will also raise salaries for employees this year, which seems to be a disguised subsidy for employees to buy shares.
So in general, TSMC is actually in the midst of storms, what do you think about this?