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TSMC, which lost Huawei's order, finally lived to become Foxconn? Zhang Zhongmou thought the problem was simple

author:Payment interpretation and demystification

Is it difficult to stand on the top of the world's technology for a long time? In fact, this problem is difficult to say, and it is simple to say. If we are like us, through hard work and struggle to achieve, the difficulty is naturally not low, after all, many technologies are still relatively dependent on imports, and do not have absolute right to speak. But if you don't talk about martial virtue like Lao Mei, it will be much simpler, as long as you contain the ascending channel, everything will be solved.

TSMC, which lost Huawei's order, finally lived to become Foxconn? Zhang Zhongmou thought the problem was simple

For example, Huawei, which has the world's largest number of 5G essential patents, makes Huawei ahead of competitors in the 5G field. However, the opponent saw that it could not form a restriction on Huawei's 5G, and turned around and grabbed Huawei's shortcomings in chip manufacturing and attacked wildly. In the end, Huawei's "one core is difficult to find", the mobile phone business is facing a comprehensive recession, and even Glory can only be forced to split and seek survival.

TSMC, which lost Huawei's order, finally lived to become Foxconn? Zhang Zhongmou thought the problem was simple

In fact, the main reason why the other party can suppress Huawei on the chip is because TSMC cannot get rid of the intervention of US companies in terms of technology, so it can only stop supplying. However, this is not enough, in order to consolidate its advantages in the semiconductor industry, lao mei has begun to take further actions. The left-handed approach to supply cut-off can hinder the speed of Huawei's rise, while the right-hand intention is to use subsidies to fool high-end manufacturing into returning to its homeland.

TSMC, which lost Huawei's order, finally lived to become Foxconn? Zhang Zhongmou thought the problem was simple

Why? In fact, since last year, the United States has invited chip giants such as TSMC and Samsung to build factories in the United States, and it can be clearly felt that the other party basically has no sincerity to speak of, and even like a boiled frog, it is constantly testing the bottom line of Samsung and TSMC. Even Zhang Zhongmou, the scheming founder of TSMC, thought about this matter simply in his heart.

TSMC, which lost Huawei's order, finally lived to become Foxconn? Zhang Zhongmou thought the problem was simple

Zhang Zhongmou once said that going to the United States to build a factory cannot be crossed in terms of cost, not only to bear the high labor costs, but also the relocation of the production line is not an overnight thing. However, under the temptation of huge subsidies, TSMC finally compromised, but this compromise is a continuous "trap" from the perspective of the other party's actions in the future, TSMC has already been calculated, and there are three pieces of evidence that have actually been very intuitive.

First of all, the claimed subsidy has not arrived, and TSMC's plan to build a factory in the United States is already on the arrow. Although heavy subsidies are very attractive to TSMC, the promised funds have not been followed, but another chip giant, Intel, also wants to re-enter the chip manufacturing industry. In this way, the subsidies received by TSMC will invisibly be reduced.

TSMC, which lost Huawei's order, finally lived to become Foxconn? Zhang Zhongmou thought the problem was simple

Second, the testing bottom line mentioned above is currently happening quietly. After the goal of building the factory was established, the United States put forward requirements, ordering chip companies such as TSMC to hand over core data to ensure the stable development of the semiconductor industry, but clear-eyed people know that their purpose is to achieve control. In addition, not long ago, the United States and Japan formed a semiconductor alliance, and when the research and development of 2nm was excluded, it is enough to see that they are still wary of TSMC.

TSMC, which lost Huawei's order, finally lived to become Foxconn? Zhang Zhongmou thought the problem was simple

Finally, and more importantly, after losing huawei orders, TSMC lost its balance in the order composition. Huawei was originally TSMC's second largest customer, but the termination of cooperation was not able to find a company that was in line with Huawei's market position in the short term, so the company's orders were more dependent on other US companies. Although it is only less than Huawei's order, it has broken the revenue balance of TSMC, so at present, TSMC does not dare to reject all the conditions proposed by US companies.

In fact, some netizens are quite right, they think that TSMC may live as a second Foxconn. Why is there such a statement? Originally, they were worried that TSMC would lose its autonomy in development like Foxconn, and it was necessary to know that Foxconn had strong foundry strength, but it always had to rely on Apple's orders, and even part of Apple's planning should be strictly implemented. When Apple proposed to transfer the industrial chain, Foxconn did not have much confidence to refuse.

TSMC, which lost Huawei's order, finally lived to become Foxconn? Zhang Zhongmou thought the problem was simple

To tell the truth, if TSMC wants to regain its autonomy in the future, it must be planned, and if there is a chance, it is still necessary to cooperate with domestic manufacturers, so as to ensure the diversification of its own revenue, not to mention that some companies are too dependent on and obedient, so as to weaken their own voice in the industry.