In the chip foundry, TSMC does the best in the same level of process, and has the world's most advanced lithography machine and perfect production line. Therefore, TSMC is mixed up in chip foundry companies. Especially after defeating Samsung and taking most of the orders from Apple and Qualcomm, the future is bright.
What is sad is that TSMC, as a promising Chinese technology company, chose to obediently cut off huawei supply when the United States sanctioned Huawei. In fact, the reason behind it is very simple, TSMC is heavily dependent on the United States. Whether it is the manufacturing technology, management technology, or technical authorization obtained from IBM that Zhang Zhongmou learned from Texas Instruments, and 70% of its orders come from Us chip companies, it can be said that the "lifeblood" is tightly held in the hands of the United States. Therefore, it is not difficult to understand that TSMC chose to cut off the supply of Huawei's Kirin chips.
After Huawei was suppressed and blockaded, the pace of the United States to suppress China did not stop. In order to carry out all-round suppression of China in the field of science and technology, the United States has taken the posture of the United States and the Soviet Union to compete for hegemony, attracted overseas technology manufacturers to build factories in the United States, continued to expand its advantages in the global field, and revised and introduced a 1,000-page chip bill.
The US chip bill said that it will take out 52.7 billion US dollars for the chip field, of which 39 billion US dollars will be subsidized to major manufacturing companies in 2 years, and there are also preferential tax breaks, but there is a hard requirement that we cannot build factories in China in the next 10 years, which is a naked encirclement and suppression of China's chip development. TSMC, under the coercion and inducement of the old United States, chose to build a new process factory in the United States, planning to achieve mass production of 5nm chips in the second half of 2024, and promised not to build a factory in China.
TSMC does what it says, but there is only interest in the eyes of the slippery old beauty. The subsidies mentioned in the bill have not been paid for a long time, and japan has also promoted chip technology partnerships, established a semiconductor research and development center, and conducted semiconductor design and mass production research, with the main goal of mass production of 2nm chips. At the same time, TSMC was included in the "unsafe list" and asked TSMC to hand over chip data, which is really "no eternal friend, only eternal interests".
Looking back, it was like waking up from a dream, when the United States used subsidies and tax cuts to invite TSMC to build a factory in the United States, it was not a "Hongmen feast": win-win cooperation is false, and learning TSMC's technology is true. Perhaps because of its excessive dependence on the United States, or perhaps because of the confusion of the authorities, TSMC leaders still do not recognize the form, still have illusions about cooperation with the United States, and have repeatedly publicly stated that the mainland market is not important.
Heavenly good reincarnation, everyone did not expect, "anti-sanctions" did not expect to come so quickly! Due to the overcapacity of the global chip market, on the one hand, many chip manufacturers clear the warehouse and process chips at low prices, the Us chip companies are also under great pressure, requiring TSMC to reduce service fees, and the other side of TSMC can only agree to ride the tiger, otherwise it will face a large number of cut orders, and both parties are struggling in the swamp.
At the time of the downturn in the global chip market, the pressure of US companies was huge, and TSMC was also suffering, while SMIC came to a wave of "anti-market operations" and threw out "Wang Bang": spending a huge amount of $7.5 billion to build a factory in Tianjin to further expand the production territory. SMIC's approach is not blind expansion, because although the overall demand for the global chip market is declining, the demand for domestic chips in China is getting bigger and bigger, and the domestic chip self-sufficiency rate is getting higher and higher. SMIC expands its territory with the aim of further occupying the domestic chip market. In addition, we have been advocating an increase in the localization rate and set a target of 70% localization by 2025 to reduce dependence on foreign chips. A set of combination punches down, greatly reducing chip imports.
TSMC originally in order to please Lao Mei, lost Huawei's old customers, lost the mainland mature chip market, but now it is facing Qualcomm cut orders, Lao Mei and Japan cooperation, is simply a realistic version of "picked up sesame, lost watermelon", the situation is extremely embarrassing, I don't know if TSMC in the dilemma has any remorse? After the United States sanctions Huawei, the United States chip companies can not freely supply, the loss of Huawei will lose more than 8 billion US dollars per year, the entire US semiconductor industry loss reached 150 billion US dollars, coupled with the global high-end chip overcapacity, US companies are struggling, no wonder foreign media bluntly said: This is the end of the supply of Huawei! Now looking at the fact that the United States cut off huawei supply, who is sanctioning whom?