Preface
As the world's largest semiconductor integrated circuit chip foundry, TSMC occupies more than half of the world's chip market share, and its total annual revenue is the highest in the world.
It wasn't until last year that Huawei's new Mate60 came out, and the "truth" behind TSMC's advanced process chips was gradually exposed.
Netizens have heated their minds that TSMC's move is to evade the "ineffective involution" of the chip manufacturing process and shift the focus of development to the United States, which basically means losing the Chinese market.
TSMC's chip R&D technology was questioned and turned to the United States to build a factory
Recently, TSMC announced that it plans to build three wafer factories in the United States in the next 6 years. There are two main reasons, one is that China's Huawei's Kirin chip has harvested most of the mainland market only by relying on the 7nm process, and the response has been very good.
TSMC has announced the official mass production of 3nm chips at the end of last year, and the selection of the United States to build a factory is mainly to conquer the research and development of 2nm and 1.4nm chips.
In the leading field of chip technology, there is an unwritten rule: the smaller the process, the more difficult it is to develop, the better the chip performance, and the higher the technical level. In this way, TSMC's chip R&D technology is indeed the world's top.
However, just when everyone thinks so, TSMC was torn off the "fig leaf" by Huawei last year, and the result is that since the release of Huawei's new Mate60, users have found that its performance is a lot and can directly beat Apple.
Not only is the endurance and sensitivity very strong, but the price is also very popular with customers, you must know that the 7nm chip process should be several generations behind TSMC, but its application effect is comparable to TSMC's 4nm process.
Now, the truth will not be revealed, TSMC's so-called iterative update may be just a cover of deception, in fact, there is no obvious breakthrough and progress in the chip.
After this fig leaf was torn off, TSMC's reputation was also affected to a certain extent, and coupled with the US blockade of China, TSMC's market order data was not so ideal. As a result, TSMC's internal high-level discussions decided that occupying the U.S. market may be the next way out.
TSMC fled in a hurry, and the United States welcomed it
As mentioned earlier, the first reason why TSMC plans to develop in the United States is to lose the trust of mainland customers, and another reason is that the U.S. Department of Commerce has given attractive subsidies and benefits, and the United States has actually wanted to recruit TSMC to move its headquarters to the United States for a long time.
The reason for this is naturally obvious, that is, they want to obtain the most advanced chip research and development technology, master the laws of TSMC's internal operation, and facilitate the government to manage and control high-tech enterprises.
The wolf ambitions of the United States are clearly exposed, and we naturally want to believe that TSMC's status and strength will inevitably be valued and preferential treatment in the United States, but at the same time, we also have to consider the US government's "two-faced" past.
It is not known that what is promised now will later become a weapon of coercion and control. Of course, TSMC's internal senior management naturally understands the doorway.
For example, Zhang Zhongmou, the originator of TSMC, has some worries about the decision to build a factory in the United States, because the technology and labor costs in the United States have been high, and there is a shortage of relevant technical personnel in the American market, and there have been examples of Foxconn's failure to build factories in the United States.
Therefore, TSMC's plan to move its development center to the United States in the future has to be considered in the long run, and it can only be said that the United States is indeed a good choice if it wants to solve the research and development and sales of chips with advanced processes.
With the advent of a new era, China's "core star" is rising
Since the United States implemented measures to vigorously suppress and blockade China, TSMC has basically lost the Chinese market, and the mainland has to embark on the road of independent research and development.
The three countries that have always traded the most with TSMC are the United States, Chinese mainland and Japan, and after the impact of the Sino-US chip war, China's Huawei, SMIC, Unigroup, ZTE and other chip research and development companies have finally risen after many difficulties.
These companies have been subjected to various suppressions and sanctions by the United States, and some of them once found it difficult to survive, but fortunately, they know how to unite as one, persevere and continue to increase investment in research and development, strengthen exchanges and cooperation with the international market, and finally break through the siege.
At present, the most advanced chip manufacturing process in mainland China is the 3nm process chip designed by Huawei HiSilicon, which is already a leading position in the world's chip research and development field.
However, while we rejoice, we must also deeply realize that the research and development of high-end technology is not an overnight thing, only a matter of success, he needs long-term uninterrupted investment, and it is almost a day to expect major achievements in the short term.
TSMC's current situation is the best example, in order to bring forth the new and iterative updates in a hurry, the performance of the chip has not been greatly improved, and there will be a day when the market will see through it.
epilogue
On the road of scientific and technological research and development, we must not be afraid of difficulties and seek progress in stability. Only by always adhering to the road of independent research and development and innovation can we obtain our own core technology and win the market initiative.
In today's unpredictable world, the game between countries is in crisis, and the essential relationship between countries is interests, so it is instinctive and necessary to pursue advantages and avoid disadvantages.
If we want to establish good cooperative relations with other countries, hegemonism and flattery and compromise are undesirable, and only mutual benefit and win-win results are the royal road.