TSMC plays a vital role in the global semiconductor industry, and the U.S. attitude towards TSMC is also quite mixed. The United States has attracted TSMC to set up factories in the United States, not only to support the development of the local chip manufacturing industry, but also because the United States is suspicious of TSMC's grasp of a large number of chip manufacturing orders.
TSMC's "identity" plays a pivotal role in the global semiconductor supply chain, which has made the top management of the United States repeatedly express concern after TSMC set up a factory, and even publicly stated that they will exert pressure by destroying TSMC equipment and remotely paralyzing its production lines. These remarks are not only threatening, but also extremely dissatisfied with the people in TSMC's home region. They believe that TSMC has become a "pawn" of the United States, and may even lead to the transfer of domestic semiconductor advantages to the United States.
Therefore, many local TSMC people have called for the cancellation of the plan to set up factories in the United States, unwilling to see TSMC become a victim of the United States. In the face of such a reaction, the United States fell silent for a while, and there seemed to be signs of retracting its previous remarks. However, TSMC, as an important partner of American chip manufacturers, cannot escape the reality of being highly concerned by the United States.
Against this background, the Japanese media provided TSMC with some recommendations. According to Japanese media reports, the United States has clearly realized that if it wants to continue to maintain its chip supremacy, it must pay close attention to the layout of advanced semiconductor projects and invite TSMC to set up factories. Japanese media believe that TSMC should speed up the decentralized layout of factories to break the dilemma of being regarded as a "thorn in the side" by the United States.
This advice can be understood from two perspectives. On the one hand, TSMC can speed up the layout of factories in the United States, which may give the United States more opportunities for restrictions, but also temporarily alleviate the current situation of excessive attention. On the other hand, TSMC can deploy new factories in more places around the world, such as Japan, China, Europe and other places. By decentralizing the layout, TSMC can reduce its dependence on U.S. chip orders, and at the same time, it will also make it difficult for the U.S. to completely "tear its face" with it.
After all, the United States has always emphasized the need to ensure the stability of the global supply chain, and they cannot easily shake TSMC, a key player in the global semiconductor supply.
The U.S. and Japan cooperate closely in the field of cutting-edge semiconductors, and Japan is following the U.S. restrictions. Therefore, the Japanese media's suggestion may refer to TSMC's accelerated layout in the United States. But if Japanese semiconductors only have a close relationship with the United States on the surface, then it is not impossible to suggest that TSMC deploy in more places around the world. In this way, Japan may be able to enjoy the situation of "profiteering" in the future semiconductor competition.