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Reading guide: If you can't beat it, you can join? TSMC clearly stands in line! Foreign media: The United States can't sit still
In the tide of globalization, the semiconductor industry has always been the commanding heights of competition among countries. In recent years, the United States has taken a series of strong measures to revive the domestic semiconductor industry. After Biden took office, he made the revitalization of the semiconductor industry the top priority of the national strategy. However, behind this series of measures, there are deep routines and complex entanglements of interests. TSMC, as a leader in the semiconductor industry, also has to make difficult choices in this international game.
At the beginning of Biden's presidency, he quickly introduced measures aimed at promoting the development of domestic semiconductor manufacturing in the United States. Among them, the most eye-catching is the $52 billion chip subsidy bill. The introduction of this bill has undoubtedly brought a huge shock to the global semiconductor industry. The United States uses high subsidies as bait to attract international semiconductor giants, including TSMC and Samsung, to invest and build factories in the United States.
TSMC, as the world's leading semiconductor manufacturer, has naturally become Biden's key target. Tempted by huge profits, TSMC decided to invest $12 billion in the United States to build a 5nm process factory. However, as the cooperation deepened, TSMC gradually discovered the seriousness of the problem. The United States not only wants to acquire TSMC's core technology, but also shifts most of the promised subsidies to local companies, such as Intel and Qualcomm. This practice of crossing the river and demolishing the bridge made TSMC feel deeply tricked.
Faced with the treachery of the United States, TSMC began to seek other development paths. Japan, as an important country in the semiconductor industry, has naturally become a new choice for TSMC. TSMC has accelerated the progress of building factories in Japan and has carried out in-depth cooperation with Japanese companies and enterprises. Zhang Zhongmou even publicly stated that he would support the development of Japan's semiconductor industry, which is undoubtedly a response and balance to the United States. Foreign media: The US can't sit still!
However, just when TSMC seemed to have found a new path of development, Biden soon couldn't sit still, and the United States came up with a new routine. According to reports, the United States has reached a preliminary agreement with TSMC to provide TSMC with a subsidy of $6.6 billion to attract it to build three 2nm wafer fabs in the United States. This move seems to be a gesture of goodwill and compensation for TSMC, but there is a deeper calculation hidden behind it. And TSMC joins if it can't beat it! TSMC's choice also shows that it has clearly sided with the United States!
First of all, the 2nm process is currently at the forefront of semiconductor technology, and companies that master this technology will have a huge advantage in the future market. Biden lured TSMC to build a 2nm factory in the United States through subsidies, undoubtedly wanting to take this opportunity to gain control of this core technology. This is undoubtedly a major strategic victory for the United States.
Second, by allowing TSMC to build a factory in the United States, Biden can further consolidate its dominant position in the global semiconductor industry chain. This can not only increase the share and influence of the United States in the global semiconductor market, but also strengthen its bargaining chips and voice in international negotiations.
Finally, this move is also a warning and deterrent to other countries such as Japan. By providing subsidies to TSMC, Biden has demonstrated his determination and strength in the semiconductor industry as a way to warn other countries not to easily challenge his position in the field.
In the face of Biden's new round of routines, TSMC once again fell into a difficult choice. On the one hand, the $6.6 billion subsidy is undoubtedly a huge financial support for TSMC, which can help it accelerate its technology research and development and market expansion, and on the other hand, building a factory in the United States also means facing more technology leakage and market risks. TSMC must weigh the pros and cons and make the decision that best serves its own interests.
For TSMC, this international game is undoubtedly a test. It has to face not only strong pressure and temptation from the United States, but also competition and cooperation from other countries. In this process, TSMC must maintain a clear head and a firm position in order to remain invincible in this game.
In this complex semiconductor game, there are no eternal enemies and friends, only eternal interests. Chinese companies such as Huawei and SMIC must also maintain a clear mind and keen insight in order to find the most suitable development path for themselves in the ever-changing market environment. What do you think about this?