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In the face of the difficult production of Huawei's Kirin chips and the shortage of chips for new energy vehicles, the status of chips in the future is becoming more and more important, and chips have become a must for soldiers.
It is obvious that China is still plagued by lithography machines and chip processes in a short period of time, but the United States, which has scientific and technological hegemony, is also troubled by this, because their chip production capacity is too low, accounting for only 12% of the world. In order to grasp the absolute control of the chip industry chain, the United States has also been through a variety of ways to attract chip giants such as TSMC, Samsung, Intel to establish chip factories in the United States, and even at the expense of 52 billion US dollars to subsidize major chips to build factories in the United States, but it seems that this effect is still not too big.
TSMC Zhang Zhongmou showdown
Recently, TSMC founder Zhang Zhongmou mentioned various problems about TSMC going to the United States to build a factory in a speech at the Brucekins Society, and bluntly said that "this is a wasteful and expensive futile act", why does Zhang Zhongmou think so?
Zhang Zhongmou said that TSMC actually has a fab in Oregon for 25 years, but the chip production cost of this factory in Oregon is 50% higher than the cost of production in Taiwan, which also causes TSMC to dare not expand chip production in the United States.
And Zhang Zhongmou also believes that the main reason why TSMC can develop to today is that TSMC has excellent chip manufacturing talents. The United States once had such manufacturing talents in the 70s, but now it does not, because most of the talents have flowed into high-paying industries such as the Internet and finance. "If the United States wants to succeed in the chip manufacturing industry, it first needs to solve the problem of its own manufacturing talent shortage," Zhang Zhongmou added.
In fact, the author feels that Zhang Zhongmou's words also apply to us, because many people in China are deflected by stars and Internet celebrities, and they all want to be stars and Make quick money as Internet celebrities, but few people pay attention to manufacturing and high-tech industries.
For TSMC's investment of $12 billion to build a 5nm process chip factory in the United States, Zhang Zhongmou also responded that "TSMC also made this decision under urging." However, even if Zhang Zhongmou has all kinds of reluctance to build factories in the United States, he can only accept it helplessly in the face of scientific and technological hegemony.
According to foreign media reports, the cost of TSMC's new fab in Arizona is huge, and if there is not enough subsidies to support it, it will be difficult for the plant to achieve profitability in the future. It should be known that Foxconn went to the United States to build a factory in 2018, and it took three years to get the first subsidy of $30 million. If TSMC is also "painted a big pie", then this time to build a factory in the United States can only be said to be not optimistic.
In the future, even if TSMC successfully builds a factory in the United States, it can face an additional 50% of the chip manufacturing costs, which is not good news for TSMC itself or the entire chip industry. Wool is finally out of the sheep, Lao Mei took out a lot of money to subsidize a number of chip giants, but the last to pay for a chip is still ordinary consumers, especially as a chip importer we.