The United States cannot make high-end chips
In 1947, American scientists Dr. Bardeen, Dr. Bruiton and Dr. Shockley invented the transistor, which is known as the "greatest invention of the twentieth century", which has greatly promoted the development of human science and technology. However, what everyone did not expect was that the United States, which invented the transistor, could not make high-end chips itself.
Wafer foundry is a hard work, not only a long construction period, the profit margin is also very low, the most important thing is that the chips manufactured, often to hit the standard of chip design companies, so it is very unpopular with U.S. companies, since the end of the twentieth century, U.S. companies vigorously develop the chip design industry, the wafer foundry and other labor-intensive industries transferred to Asia.
Because Laomei pays too much attention to the development of the semiconductor asset-light industry and ignores the importance of the asset-heavy industry such as wafer foundry, it has laid a drawback for the development of its semiconductor industry, and the harm caused by this drawback has begun to appear.
Two years ago, Lao Mei forcibly modified the rules of the world semiconductor industry, this behavior, although cutting off Huawei's chip source, but also exposed its own shortcomings, especially the outbreak of "chip famine" - the overall level of the US local chip manufacturing industry chain is very backward, and the US core is facing the risk of card neck at any time.
TSMC makes a new decision
In order to make up for this shortcoming in the local semiconductor industry chain, Lao Mei used the method of "drawing a big pie" to invite TSMC and Samsung Electronics to build factories in the United States, and used coercion and inducement to force them to hand over core trade secrets such as inventory. It is worth mentioning that not long ago, Lao Mei passed the "Chip Act" worth $52 billion to support semiconductor companies to fully develop the chip manufacturing industry, but the subsidy is only for US companies.
After seeing the true face of the old United States, TSMC began to fight back - Zhang Zhongmou made it clear at last year's science and technology conference that the United States does not have the strength to control the world semiconductor industry, and TSMC recently delayed the construction plan of the US factory, and the equipment entry was delayed by 3 to 6 months. However, the most unexpected thing is that TSMC will increase its price again!
Recently, according to media reports, TSMC has once again planned to increase the price of wafer foundry since last year with the help of "chip shortage"!
Once TSMC successfully increases prices again, the biggest loss is Qualcomm, Apple and other US companies, based on this, the US media issued a warning at the first time: we must crack down on TSMC's arrogance, can not let it want to increase the price of the price.
Judging from the consistent style of Lao Mei, if the price of TSMC increases, it is likely to be threatened by technical supply cuts and so on. So, does TSMC still dare to increase the price? The answer is definitely, Lao Mei really can't do without TSMC!
As mentioned above, although Lao Mei is very good in the field of semiconductors, its strength is in the field of light industry such as chip design, and the chip manufacturing capacity is very poor, even Intel, which has chip manufacturing capabilities, has to hand over orders to chip foundries such as TSMC and Samsung due to manufacturing functions and production capacity.
In addition, in the field of high-end chip manufacturing, TSMC's chip manufacturing technology is the most reliable. Not long ago, Samsung was exposed to have problems such as yield rate fraud, qualcomm, Apple and other US companies have transferred orders to TSMC, resulting in ASMC's production capacity in short supply.
It is worth mentioning that TSMC is about to achieve mass production of 2nm chips, Apple, Qualcomm, Intel, Nvidia, MediaTek and other chip design giants are competing for the production capacity of TSMC's 2nm chips, and only Intel has become the first batch of customers of 2nm chips. That is to say, if any company wants to take the lead in the TSMC 2nm chip production line, the decision is in the hands of TSMC.
For the behavior of TSMC's price increase again, many scholars in China have criticized: The current market is very sluggish, and the price of TSMC wafer foundry does not fall but rises, and this kind of "disaster wealth" behavior is really excessive. But what the editor wants to say is that TSMC is not a charity, and maximizing profits is his ultimate goal, and if we want to blame, we have to blame ourselves for being inferior. Let me ask, if we master the chip manufacturing technology equivalent to TSMC, are we still afraid of TSMC's price increase?
Write at the end
Chip manufacturing is a huge project project, it is difficult to create a chip by the strength of a country alone, and it requires the joint efforts of the global semiconductor industry chain, but we must not choose to escape because of "difficulties", give up the correct route of independent development of chips, once the choice sinks, it is likely that it will never stand up again!
The core technology is not to buy, can not be begged, can not be sought, must let their bowls filled with their own grain, only in this way, in the face of "injustice" in the future commercial competition, straighten the waist, use their fists to maintain their dignity, blindly compromise, comprador, will only make themselves become fish on the chopping board, let others slaughter!