Before 2020, TSMC had been emphasizing that it was trying to be as neutral as possible and only focused on making chips. And the most advanced chip technology, only in Taiwan Province, the rest of the world, is non-advanced chips.
However, in 2020, TSMC changed, no longer engaged in so-called neutrality, and began to hug the thighs of the United States, and decided to build a chip factory in the United States, and it was an advanced process like 5nm/4nm from the beginning. This is also the first time that TSMC has put advanced technology outside Taiwan Province.
I never thought that this was just the beginning, and later after the United States threw out the $52 billion chip subsidy case, TSMC once again said that it would build another chip factory in the United States to achieve 3nm chip manufacturing, which is completely putting advanced technology in the United States.
In order to build 5nm and 3nm chip factories, TSMC even sent many engineers from Taiwan to move directly to the United States, which shows how determined TSMC is to hug the thigh of the United States, and even core talents can be sent.
Even if the cost of building a factory in the United States is 4 times higher and the operating cost is 1 times higher, even if the people on the island oppose it, saying that the United States is hollowing out TSMC, TSMC still goes its own way and does not waver in its determination to build factories in the United States.
Recently, something even funnier is coming, media reports say that the United States gave TSMC $11.6 billion this time, including $6.6 billion in direct funding, and up to $5 billion in loans, so TSMC began to kneel and lick the United States again, saying that it would build a third wafer foundry in Phoenix City to produce 2nm or more advanced chips by 2030.
With the production of 5nm in 2025, 3nm in 2028, and 2nm in 2030, TSMC has completely handed over its advanced chip technology to the United States, hugging the American thighs tightly.
On the one hand, it shows that TSMC is currently on the side of the United States in this wave of chip competition, otherwise it would not have built so many factories because it was only $11.6 billion, and before building two factories, it would have to invest $40 billion, and now it is not allowed to invest more than $50 billion in the construction of three factories? The subsidy of $11.6 billion is just a small meaning.
On the other hand, it shows that the United States is actually stuck in TSMC's neck, TSMC does not dare to go against the will of the United States, before the director of the White House Science and Technology Policy Office Alati Prabaka, said that TSMC is highly dependent on the global supply chain, TSMC dares to go against the will of the United States, as long as the United States cuts off the supply chain, then TSMC will be scrapped.
In fact, it is precisely the case that TSMC's lithography machines need to be bought from ASML, semiconductor equipment needs to be bought from the United States, Europe, and Japan, and semiconductor materials need to be bought from Japan and the United States, so it does not dare to go against the United States, and the United States wants it to go east, but it does not dare to go west, so it can only kneel and lick...... Not to mention the $11.6 billion bait.