Retribution for going to the United States to build a factory is coming? TSMC successively announced that foreign media: Zhang Zhongmou "lost the gamble"
In just 200 years, with "deception", "plunder" and "war", the United States has dominated the world and has powerful scientific and technological strength. It was like kidnapping thousands of German scientists after the end of World War II to help the United States with scientific research. After Japan's chips posed a threat to the United States, it forced Japan to sign an unjust treaty. After France's Alstom became the main competitor of the US company, the US government set a trap to wipe out Alstom's top management and Alstom.
In order to prevent the rapid development of Chinese companies, Chinese companies have entered the comfort zone of the United States, and the United States has not only joined hands with Chinese companies to put pressure on Chinese companies, but even forced TSMC in Taiwan Province of China to set up factories in the United States by means of subsidies and modification of rules.
TSMC's founder Zhang Zhongmou is opposed to setting up a factory in the United States because of the high cost of setting up a factory in the United States, coupled with the psychological shadow caused by the previous "failure to go to the United States". However, under the conditions of billions of dollars in financial subsidies, priority purchase of high-end instruments, and orders for local chips, TSMC finally still put its bet on "building factories in the United States", and put its bet on Lao Mei, wanting to use the power of Lao Mei to suppress China's rapidly rising semiconductor industry, so as not to let TSMC's hegemony be affected.
However, things backfired, after TSMC set up a factory in the United States, two bad news came successively, and many people said that TSMC set up a factory in the United States, and finally suffered revenge!
First of all, TSMC's operating income in the first quarter of this year fell by 16% compared with the same period last year, so TSMC also said that it would delay the establishment of 7nm and 28nm process factories in Kaohsiung and withdraw all orders for 28nm process. This also means that TSMC will have a serious shortage of production capacity on 7nm and other mid-to-high-end wafers, and there will also be a huge gap on 28nm wafers!
The reason for this is because of the world's largest chip market. Since TSMC stopped supplying China, stopped investing in the United States, and helped Lao Mei suppress China's semiconductor industry, TSMC's prestige and prestige have plummeted, and many Chinese high-tech companies have chosen "localization", and China's semiconductor factories are also expanding production capacity!
Statistics show that China's chip imports will fall by 97 billion this year, and SMIC, the largest semiconductor manufacturer in the mainland, has revenue up more than 30% from the same period last year. By 2023, the momentum of Chinese enterprises to reduce orders is getting stronger and stronger, China's chip imports in the first quarter decreased by 33.1 billion, and in a month, China's chip exports decreased by 11 billion.
However, this is only the beginning, as the output of SMIC and other domestic chip factories continues to increase, TSMC will have more and more orders in its hands.
Secondly, TSMC's investment in the United States far exceeded Zhang Zhongmou's expectations, which is why TSMC announced that the price of N4 and N5 chips produced by TSMC in the United States is 30% higher than that of Taiwan Province! That is, the high cost brought by TSMC's factory in the United States must be transferred to customers and more customers. Whether it is a mobile phone chip, or a computer processor, or a video card, it will inevitably be raised, resulting in a decline in its market competitiveness.
TSMC's foundry cost is higher than most manufacturers, especially during the tight chip supply period, TSMC has increased the process cost several times. As the profits of major semiconductor companies are getting higher and higher, TSMC's American factories in the United States have also begun to raise prices, in order to reduce costs and improve profits, their orders will definitely be robbed. It has been reported that AMD and Qualcomm and other companies are planning to transfer some chip manufacturing tasks to Samsung, while NVIDIA intends to transfer the manufacturing tasks of these chips to the chip manufacturing giant of the United States, Intel Corporation, using 18A and 20A processes. This is simply a disaster, one disaster after another, befell TSMC!
This is also why many foreign media say that Zhang Zhongmou "lost the bet"!
In fact, for the results of TSMC's factory in the United States, many critics have guessed that the reason why the United States invited TSMC to set up a factory in the United States is nothing more than to feed on subsidies and use TSMC as a "pet" to make up for the gap in their hearts and help local wafer companies grow up. Since Zhang Zhongmou promised to open a factory in the United States, he has already lost!
What are your thoughts on this matter?
