The content of this article comes from the Internet, if it is inconsistent with the actual situation or there is infringement, please contact to delete. This article is only published in today's headlines, please do not move.
In today's new era of digitalization and technology, chip technology has become the focus of global countries. Mastering the manufacturing process of chips means mastering the voice of the industry. However, in this field, the mainland started relatively late and struggled to compete with advanced technology countries.
For a long time, the mainland has relied on imported chips, which accounted for 72% of the total number of chips in the mainland in 2022, with an import value of up to US$456 billion. However, the United States began to put pressure on mainland imported chips, which even affected TSMC's factory construction plan in the United States. Today, TSMC's major shareholders have sold their shares, Zhang Zhongmou has also expressed support for the United States in public, and foreign media have said that "there is no TSMC in the world."
First, let's look at the escape of the majority shareholder. TSMC has been actively responding to the United States' requirements for factory construction, but when the United States asked to disclose core technology and financial information, TSMC began to hesitate. Despite eventual pressure and subsidies from the United States, TSMC handed over customer data, but this set off a chain reaction.
Most notable is Warren Buffett, who recently sold off all of his shares in TSMC, despite having been a longtime investor in TSMC. The sale, which took place in less than six months, shows Buffett's concerns about TSMC's prospects. Other financial institutions also liquidated TSMC's shares in the fourth quarter of last year.
The flight of shareholders has also led to the breakdown of TSMC's partnership with its customers. Apple announced that it will cooperate with Intel in the future and will no longer consider cooperation with TSMC. Intel has said it will cooperate with TSMC, but recently announced that it will produce 2nm chips, abandoning TSMC's 3nm technology.
Second, let's focus on Zhang Zhongmou's "face turning". Although TSMC has been actively going to the United States to build factories, Zhang Zhongmou has recently begun to publicly support the United States. He claimed that the United States suppressed mainland chips and claimed that TSMC was five years ahead of mainland chip technology. This attitude has generated widespread concern and controversy.
Zhang Zhongmou's behavior is puzzling, he uses the resources and labor of the mainland, but curries favor with the United States behind his back, seemingly forgetting his roots. During TSMC's employees going to the United States to build factories, some employees said they were treated unfairly, working up to 14 hours compared to American employees.
Mr. Zhang's attitude has raised questions about him, not only in China but also in his own employees. Today, the United States continues to benefit from TSMC, and Zhang Zhongmou seems to have no concern for TSMC's interests.
Finally, let's take a look at the future of TSMC. As TSMC moves its plants, technology and employees to the United States, TSMC's prospects become uncertain. While Zhang hopes that doing so will bring more orders and profits, it is unclear whether TSMC will remain autonomous once it is completely dependent on the United States.
At present, Intel is already ahead of TSMC's technology, and it is only a matter of time before TSMC is abandoned in the future. Therefore, some foreign media said that the world may never have TSMC again. If Zhang Zhongmou wants to reconcile with the United States again, it will depend on the requirements of the United States and whether TSMC is willing to pay a greater price.
In general, although TSMC was once a leader in the chip field, it faces great challenges and uncertainties. Mainland chip technology is increasingly catching up, and it is only a matter of time before it surpasses Europe and the United States. However, under the continued pressure from the United States, TSMC's prospects are worrying. What do you think of the flight of TSMC shareholders?
The escape behavior of TSMC shareholders has triggered extensive discussion and deep thinking. This phenomenon is not just a problem for one company, it reflects the current complex situation of global technological competition and geopolitics. Here are some possible views and analyses:
First, the flight of shareholders may be a reflection of concerns about the current situation. U.S. government sanctions and crackdowns on Chinese technology companies have become the norm, making some investors uneasy. They are concerned that these policies may have a negative impact on TSMC's business and stock price, so they choose to reduce or sell shares to avoid risks.
Second, the flight of shareholders also reflects uncertainty about TSMC's future prospects. As the United States continues to advance its own chip manufacturing plan, TSMC may face greater competitive pressure. In addition, the complicated relationship with the U.S. government could pose challenges to TSMC's global business. Therefore, some investors may consider reducing their holdings to be a risk-reducing strategy.
In addition, the flight of shareholders may also be affected by the international market. Volatility in the global chip market and supply chain issues can unnerve investors, leading them to choose to reduce their holdings in search of more stable investment options. This shows that uncertainty in the chip industry is not only affected by political factors, but also by market volatility and supply chain issues.
Overall, the flight of TSMC shareholders reflects the complex challenges and uncertainties facing the current chip industry. The industry plays a key role in the global technology race, so its future will be influenced by a combination of political, market and technological factors. Despite some current pressures, TSMC, as a leading global chip manufacturer, still has great potential, but needs to respond flexibly in a changing environment to ensure its long-term development.
The above content and materials are derived from the Internet, and the author of this article does not intend to target or allude to any real country, political system, organization, race, individual. The above does not mean that the author of this article endorses the laws, rules, opinions, behaviors in the article and is responsible for the authenticity of the relevant information. The author of this article is not responsible for any issues arising above or related to any of the above, nor does it assume any direct or indirect legal liability.