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All of the information stated in this article is based on reliable sources, and the specific information is detailed at the end of the article
In the field of semiconductors, TSMC can be regarded as one of the largest giants, TSMC produces extremely high-quality chips, exported to all over the world, Chinese mainland and even the United States are its important customers.
But one of Huawei's moves completely tore off TSMC's "fig leaf", and even made TSMC's CEO now announce that he would go to the United States to build a factory.
Why did Zhang Zhongmou give up the mainland market, and did the United States give him any benefits?
TSMC's chip technology
As a big man in the field of chip manufacturing, TSMC's chip technology is indisputably the world's top, according to media information, TSMC's semiconductor process is even higher than that of Intel and Samsung.
Today, the world's most sophisticated chips have an accuracy of up to 3nm, and only Samsung and TSMC have mastered the manufacturing skills of this high-end chip, and even Intel, a world-renowned industry giant, does not have this technology.
The situation of TSMC and Samsung is different: TSMC was founded later than Nvidia and Samsung, but it was able to catch up and develop chip technology that is comparable to or even surpasses these two companies, which is a remarkable achievement.
According to the information disclosed by the media, TSMC has nearly 3,000 patents in chip packaging technology, which is almost equivalent to the total number of patents held by Nvidia and Samsung, which shows its excellent skills.
Going back to chip manufacturing itself, it has been said before that the only companies with the ability to manufacture chips with an accuracy of 3nm today are TSMC and Samsung, but if we analyze carefully, we will find that even in this field, TSMC has gone ahead of Samsung.
TSMC can not only mass-produce chips with 3nm accuracy, but has even begun to develop chips with 2nm and 1.4nm accuracy!
It is reported that TSMC has made a major breakthrough in 2nm precision chips, and if mass production can be achieved in the future, TSMC will become the undisputed number one giant in the semiconductor industry.
didn't expect to kill Huawei halfway through, and suddenly ripped off TSMC's "fig leaf", what's going on?
Huawei tears off TSMC's "fig leaf"
As a big man in the semiconductor field, TSMC originally had a high reputation and a broad market in Chinese mainland, dumping chips with a price of more than 100 billion US dollars on the mainland every year.
However, just last year, Huawei's one-pass operation successfully made all mainland people see the true face of TSMC clearly, and shattered the reputation that TSMC has accumulated for decades!
When Raimondo visited China last year, in order to kill the arrogance of the Americans, Huawei launched the new Mate60 on the night of Raimondo's return to the United States, slapping the Americans in the face and making all Chinese breathe a bad breath.
Originally, this had nothing to do with TSMC, but when customers bought the actual Mate 60 and used it, they found the problem.
The chip used in mate60 is Huawei's latest Kirin 9000S, which belongs to the 7nm precision chip, although it is not the world's top level, but it is already the most capable domestic chip in China at present.
It stands to reason that the performance of a chip with an accuracy of 7nm should be inferior to that of a 3nm chip in all aspects, but netizens found an amazing fact after the actual comparison: Huawei's Kirin 9000S is almost no different from TSMC's most advanced 3nm chip!
In terms of heating, the Kirin 9000s is even better than TSMC chips. This leads people to speculate whether the chip accuracy theory promoted by TSMC for a long time is likely to be a scam?
For years, people talked about precision when they talked about chips, as if the higher the accuracy of the chip, the better the performance.
TSMC, Samsung and other companies are staunch adherents of this theory, and they advertise every day to make chips with higher precision and better processes, and take the lead in starting the process involution of the chip industry.
Over the past few decades, from 28nm to 7nm, and now to 3nm, the pursuit of chip manufacturing process seems to have become the demon of all semiconductor industry workers, and everyone believes that without higher precision, there will be no better performance.
With this set of theory and practice, TSMC has become the largest giant company in the industry today, and enjoys countless praises in the industry.
But now Huawei's Kirin 9000S has directly broken the big scam of the chip manufacturing process. If it is true that the higher the accuracy, the better the performance, then how to explain that TSMC's most advanced chip is not comparable to a domestic chip with an accuracy of 7nm?
If the chip manufacturing process is a scam, then the reputation that TSMC has accumulated over the years is afraid to be wiped out, and its products will completely lose the market in Chinese mainland.
Went to the United States to build a factory
TSMC has not responded to the questions of mainland netizens so far, which has also made many people believe that TSMC is weak-hearted, and the chip process is an out-and-out lie, and the recent announcement of TSMC founder Zhang Zhongmou has made many people firm this conjecture.
Not long ago, TSMC founder Zhang Zhongmou announced that TSMC will build a factory in the United States this year and mainly develop 2nm chips.
It is normal for chipmakers to build factories in the United States, but it is unusual for this to happen to TSMC.
You must know that in the past, TSMC was a clear opponent of building factories in the United States, and Zhang Zhongmou was one of the number one people.
The United States has wanted to attract Samsung, TSMC and other chip industry giants to build factories in the United States since many years ago, but it has not succeeded, and TSMC has made it clear that it will not go to the United States to build factories.
The reason why these giants are so resistant is that the U.S. economy has been declining over the years, raising doubts about the U.S. ability to support the costs of opening multiple factories in the U.S.
Although the United States has introduced the "Chips Act" to try to attract major semiconductor companies to the United States, this bill does not allow the United States to come up with due subsidies to support the construction of companies, without subsidies, it means that these companies need to bear their own transportation costs, which can easily cause a situation where the gains outweigh the losses.
An important reason is that the United States has responded to the subsidies: The White House announced that if TSMC goes to the United States to build a factory, it can get a subsidy worth $6.6 billion, which will greatly reduce TSMC's factory construction costs than subsidies.
However, some people speculate that the reason why Zhang Zhongmou is in a hurry to build a factory in the United States is because of Huawei's operation at the end of last year.
Huawei's new chip will smash the filter of the high-flying TSMC chip, which will be a devastating blow to TSMC's market in the mainland, TSMC needs to open up new markets to stop losses in time, so Zhang Zhongmou will be impatient to announce the construction of a factory in the United States.
There are many hidden dangers
TSMC went to the United States to build a factory in order to open up new markets to make up for the loss in the mainland market, but there is still a question mark over whether Zhang Zhongmou's wishful thinking can come true, at least many people in Taiwan have a pessimistic attitude towards this.
First of all, there is the issue of cost, moving the factory to the United States is a big project, and there are huge transportation costs and labor costs.
In the nineties of the last century, TSMC once built a factory in the United States, according to statistics, the cost of the factory alone cost TSMC nearly 12 billion US dollars, and the final result of the construction of the factory was a chicken feather, and TSMC's vitality was greatly damaged.
Now that 30 years have passed, the costs of building factories will only get higher and higher, and whether TSMC can afford it is still a big question.
The second is the problem of the United States painting a big pie. Although the White House promised to give TSMC a $6.6 billion subsidy, it is unknown when this subsidy will arrive, or even whether it can be received.
Americans have always been mercenary, and they asked TSMC to build factories just to rely on TSMC to improve the local economic situation, and once TSMC's value is squeezed dry, they will turn their faces and deny people.
A large reason for the failure of TSMC to build a factory in the century is that the US government did not admit its accounts after the incident, resulting in huge losses for TSMC.
Resources:
Patent data shows that TSMC is leading the war for advanced chip packaging
TSMC's 3nm process was officially mass-produced, and Apple was the first customer - Tianji.com
TSMC officially announced the mass production of 3nm, whether the weak situation of the consumer electronics market can be improved?—— Southern Metropolis Daily
TSMC received a $6.6 billion subsidy from the U.S. Chips Act and will invest in building a 2-nanometer factory in the United States
Why did TSMC build a third factory in the United States? Experts said it was "very surprised"
Taiwan Strait Network - Zhang Zhongmou's "TSMC Myth" Is It Difficult to Replicate? Taiwan netizens exploded: It is not Taiwan's turn
Interface News - TSMC received a $6.6 billion subsidy from the U.S. Chips Act and will invest in the construction of a 2nm factory in the United States