#头条创作挑战赛 #
Is it really going to become "Misaki"? TSMC suffered a collective "defection" from US capital!
TSMC is the absolute "darling" of the semiconductor field, there is no country in the world that does not want to invite the construction of factories, with the top chip foundry technology, even if Samsung can match the process, but in terms of yield and performance, it is not on the same plane at all.
But unfortunately core manufacturing is a highly dependent global industry, although TSMC has the technology to monopolize the market, but can not get rid of the US technology system, at the same time there is no independent research and development of chips, in the order is also highly dependent on American companies, after the chip restriction started, gradually became a "pawn".
After being forced to cut off Huawei's supply, TSMC has no "way back", and the hope of revenue can only be pinned on American companies, and the old United States has taken advantage of this, so that TSMC was forced to compromise to build factories in the United States, and the total investment increased from $12 billion to $40 billion, while also expanding the most advanced 3nm production capacity.
Originally thought that TSMC was going to be "finished", but did not think that Zhang Zhongmou still secretly left a hand, although promised to expand the production of 3nm process, but it will not be mass-produced until 2026, when the top process is at least 2nm, it is not an advanced process, and even if the full production capacity is put into production, the proportion of the total production capacity is only 2.85%, and the demand of US companies depends on the Taiwan Province factory.
But TSMC has not escaped this calamity, at present US capital is accelerating the "defection", the stock god Buffett only held the stock for a few months, sold ninety percent of the stock, resulting in TSMC evaporating 180 billion overnight, after all, it was easily "pinched" by the old United States, and the unchanged "MEMC" can't do it?
TSMC suffered "betrayal"
US capital is the existence of "mercenary", and its ultimate purpose is "monopoly", so it has been mainly engaged in light and high-profit industries, just like the R & D and design links in the process of core manufacturing, some heavy assets of dirty work, lost to other countries and regions, and Taiwan Province of China is the main place of cooperation.
TSMC, Foxconn and other famous enterprises, in fact, is the product of the high support of US capital, in the whole process of Laomei is also very smart, continue to retain the penetration of core technology, to ensure that it has the corresponding initiative, but obviously this way after a long period of fermentation, the company's own core technology will catch up sooner or later, then the effect will be greatly reduced.
And TSMC is such an example, Laomei originally thought that if it pinched the upstream supply chain, it would be able to do whatever it wanted in the global market, but the birth of Huawei's 5nm chip amplified this "uncontrollable" factor infinitely, so there was also the idea of reshaping the local industrial chain, and the way used was still the old way to "suppress"!
When TSMC announced that it would go to the United States to build 3nm production capacity, Lao Meina was excited, Biden personally attended the relocation ceremony, and shouted many times: "The US manufacturing industry is back!" At the same time, there were also Cook, Huang Jenxun and other American corporate celebrities, which were called a star-studded, all thought that TSMC was going to seize the initiative, but did not expect to be quickly beaten back to reality.
After nearly a thousand talents were in place, the 3nm factory was also successfully built, and soon the old beauty began to "change face", after announcing the plan to build a factory in the United States, the stock god Buffett immediately added an investment of $4.1 billion, but unexpectedly, holding the stock for less than three months, he sold ninety percent of TSMC shares in his hands.
Such a move directly led to TSMC's stock plummeting 5% in a single day, and the market value evaporated by 180 billion overnight, and at the end of last year, JPMorgan Chase, BlackRock, Tiger Global Fund and other US corporate capitals are also constantly reducing their holdings of TSMC stocks, which directly led to a decline in market value of nearly half, and all these actions began to build factories in the United States.
Such a short-term sell-off of large enterprises is rare in Buffett's career, and it must be that TSMC's business environment has problems, so what do American capitalists want to do with the same actions? Is there a deliberate arrangement behind the scenes?
TSMC's situation
TSMC is supported by US capital, and can obtain large orders from US companies, and there must be interests behind it, but after going to the United States to build a factory, the actual situation of the company has changed, especially the loss of free shipping rights, no longer has the ability to globalize the market layout.
TSMC's orders more than 70% rely on American companies, as long as the chip rules do not end one day, such a dilemma can not be lifted, at present US semiconductor began to support Intel's growth, once the technology is broken, American orders will definitely return.
And US capital naturally understands that TSMC is not "its own person" after all, and the future depends on a word from Lao Mei, and the withdrawal of US capital has already caused such a big impact, and naturally there is no longer any expectation in the eyes of capitalists.
At this stage, it is only a divestment, and the follow-up is likely to evolve into a low-priced acquisition, and this series of actions must be manipulated by someone, after all, TSMC has talents and technology that still have very high value.
TSMC took "sincerity" in exchange for the respect it deserves, if it cannot completely realize the de-beautification of technology and get rid of the control of US capital, TSMC's future is worrying, which can not be solved by relying solely on advanced technology, what can you think of this?