As we all know, the mainland is the world's largest chip consumption market, and it needs to import trillions of chips from abroad every year, so chip giants such as Qualcomm and NVIDIA make a lot of money, and mainland companies also get a lot of benefits from it, which can be said to be a win-win situation.
However, in order to curb the rise of China's technology industry, Lao Mei began to restrict US companies from shipping to China, which caused global shock. Not only affecting Chinese companies such as Huawei, but also US companies such as Qualcomm and Intel have also been affected, and revenue has begun to plummet, and the entire semiconductor market has ushered in a cold winter.
Not only that, Lao Mei will also extend its hand to the field of chip manufacturing, allowing TSMC to build factories in the United States, and in the past year, TSMC not only built two 5nm and 3nm production lines in the United States, but also handed over chip-related confidential data.
For this approach, TSMC has brought painful costs, one is that the high subsidies promised by the old United States have not arrived, the second is that investors have sold shares one after another, and the third is the high cost of producing chips in the United States.
With the blessing of these factors, TSMC had to find another way, originally planning to build a factory in Europe, but later announced that it would be postponed to 2025 and announced that it would restart the Nanjing 28nm fab.
For this matter, foreign media believe that it is the Chinese market, resulting in TSMC has to give up, from the annual cut of 97 billion chips can be seen that Chinese chip companies are growing, if TSMC is still not careless, it may affect revenue.
The main reason why TSMC restarted the Nanjing 28nm factory instead of building a 4nm chip factory was to grab orders with SMIC.
You know, SMIC has built many new 28nm wafer foundries in China, and TSMC is not lost in terms of production capacity and yield, and TSMC restarts the Nanjing 28nm factory at this time, which is undoubtedly to grab jobs.
Of course, no matter what mentality TSMC's return holds, it plays a vital role in the development of the mainland at this stage, of course, we must also work hard ourselves, rather than believe in others, it is better to rely on ourselves, so as not to be subject to others. What do you think about this? Welcome to leave a message to like and share.