TSMC officially confirmed! After the first U.S. factory was delayed, the second one also had problems.
After being forced to interrupt cooperation with the second largest customer, TSMC could only put its hope in the U.S. market, and in the process of grasping the U.S. customers, it was "pinched" by the Biden team, agreed to the plan to build a factory in the United States, and finalized the plan to build a top wafer factory of 40 billion US dollars.
At that time, in order to reshape the local industrial chain, the United States took out a subsidy of 52 billion US dollars, and promised that TSMC would obtain a large share of it, and TSMC's 5nm factory had been built more than half, but the initial promised subsidies were not given, but they were forced to hand over various core data.
In the face of such a situation, TSMC naturally quit, and Liu Deyin, the direct person in charge of the current factory construction in the United States, has announced that he will retire in 2024, which will obviously become a turning point.
There were also problems at the second plant
At present, TSMC's major customers are all from the United States, almost accounting for the demand for high-end chips, logically speaking, even if it bears 50% higher than the local factory construction costs, it is still profitable, but this point has also been seized by the United States, and the Biden team is also using this to make a big fuss.
And the origin of all this comes from the birth of Huawei's Kirin 9000 chip, which is the world's first 5nm chip, which is also manufactured by TSMC, which also directly threatens the position of American companies in the chip field, and a series of chip bans have been launched.
As we all know, American manufacturers are currently only left with the top R&D and design technology, and they need to be highly dependent on Asian manufacturers in high-end chip manufacturing.
At the beginning, Liu Deyin thought that since he could not lay out the Chinese mainland market, he would simply be closer to American customers, so he agreed to the request to build a factory in the United States, but he never thought that in addition to not having the corresponding talents, even the industrial chain in the United States is extremely imperfect, not only did not receive any subsidies, but also faced the risk of technology being arbitraged.
Although the United States has now liberalized the application for chip subsidies, the conditions are extremely harsh, not only are they not allowed to lay out the mainland market for ten years, but they also have to share 75% of the excess profits, which means that even if they can get subsidies, the money will eventually return to the pockets of the United States.
At present, TSMC has announced that it has given up the subsidy application, although the construction of the factory in the United States is not too careful, the first factory was originally scheduled to be put into operation in 2024, and it has been postponed to 2025, whether it can be put into operation as scheduled is still unknown, and naturally the second factory is not much better.
According to the information provided by Bloomberg, TSMC's 3nm factory in the United States has been postponed from the original plan of 2026 to 2027 and even 2028, which is full of unknown time nodes, which is equivalent to announcing that TSMC has abandoned the plan to build a factory in the United States.
Previously, Liu Deyin had expressed his stance on building factories in the United States, and his response: The speed of TSMC's overseas factory construction plan is directly linked to local support and subsidies.
Although the attitude of the United States is completely inconsistent with the needs of any company to build a factory, and the suspension of cooperation is good for both parties, the Biden team wants to reshape the local industrial chain, but it has not shown the sincerity it should have, and it is doomed to failure, what do you think about this? #精品长文创作季#