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Reading guide: Biden can't sit still, TSMC team to the United States!Foreign media: The semiconductor game has begun
In the changing global semiconductor industry, the entanglement between the United States and our semiconductor giant TSMC has always been the focus of attention. In recent years, in order to revive the domestic semiconductor industry, Biden has taken a series of measures, including issuing a ban and passing a huge chip subsidy bill of $52 billion to attract investment from international semiconductor companies such as TSMC and Samsung. However, the complex entanglement of interests and subtle games behind this series make people sigh: the routine is too deep. Foreign media also said: The semiconductor game has begun!
Biden's semiconductor strategy can be described as ambitious. In the face of fierce competition in the global semiconductor market and the relative backwardness of the local industry, the United States hopes to rapidly enhance the competitiveness of the local semiconductor industry through a series of means. Among them, the subsidy of 52 billion US dollars attracts international semiconductor giants such as TSMC to invest and build factories, which is undoubtedly an important part. After all, TSMC is world-leading in terms of technical strength and market share in semiconductor manufacturing.
However, this strategy of Biden has not been without its challenges. After TSMC invested nearly 40 billion to build a 5nm factory in the United States, the true intentions of the United States gradually surfaced. Not only do they want to acquire TSMC's core technology, but they also try to channel more funds to local companies such as Intel and Qualcomm through subsidies. This obvious "eccentric" approach makes TSMC feel uneasy and disappointed.
In the face of the "change of face" of the United States, TSMC began to seek other ways to protect its own development interests. They have accelerated their plans to build factories in Japan and publicly stated that they want to support the development of the Japanese semiconductor industry. This move is undoubtedly a response and counterbalance to the United States. At the same time, TSMC is also actively seeking cooperation with other countries and regions to diversify risks and expand the market.
At this point, Biden finally couldn't sit still. They realized that if they continued to adopt the practice of "crossing the river and tearing down the bridge" against TSMC, they would not only lose this important partner, but also could cause greater losses to the semiconductor industry in the United States. Therefore, the US side began a new round of negotiations with TSMC in an attempt to repair cooperative relations.
After several rounds of consultations, the US and TSMC finally reached a preliminary agreement. Under the agreement, the U.S. will provide TSMC with $6.6 billion in subsidies to support its construction of three 2nm wafer fabs in the U.S. This move is undoubtedly a kind of appeasement and compensation for TSMC, and also reflects the determination and investment of the United States in the semiconductor industry.
However, this game in the semiconductor industry does not end there. On the contrary, it may just be the beginning of a new round of competition. For TSMC, although it has received subsidies and support from the United States, how to deal with the competition and challenges from local American companies while maintaining its technological leadership is still a huge test. For the United States, how to balance the interests of local enterprises and international enterprises and promote the healthy development of the semiconductor industry is also a question that needs to be pondered.
In addition, this game has also triggered people's thinking about the future development of the semiconductor industry. Driven by globalization and technological innovation, the semiconductor industry has become a strategic highland for all countries to compete for. However, excessive intervention and gambling may undermine fair competition in the market and the healthy development of the industry. Therefore, enterprises from all countries should strengthen cooperation and communication to jointly promote the innovation and development of the semiconductor industry.
For TSMC, standing on the side of the United States, although it may gain some benefits in the short term, it may also face more risks and challenges in the long run. After all, the semiconductor industry is an industry that is highly dependent on technological innovation and market competition, and it is difficult for any company to stand alone. Therefore, TSMC needs to weigh the pros and cons more carefully and formulate a more sensible development strategy.
Overall, Biden's semiconductor strategy and TSMC's choice both reflect the complexity and uncertainty of the current global semiconductor industry. In this era of change and challenges, both enterprises and R&D personnel need to keep a clear head and an open attitude to deal with various risks and opportunities that may arise. Only in this way can we be invincible in the competition of the semiconductor industry and achieve the goal of win-win development. Looking back on this game in the semiconductor industry, we can't help but sigh: the routine is indeed too deep. What do you think about this?