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Reading guide: 5 billion! 6.6 billion! TSMC clearly chooses to take sides! Foreign media: The US side is too deep in its routine
In the context of the increasingly complex global semiconductor industry pattern, the game between the United States and TSMC has become the focus of attention in the industry. In recent years, in order to maintain its leading position in the semiconductor field, the United States has taken a series of measures, including issuing and revising chip bans and providing huge subsidies, in an attempt to guide international semiconductor companies to favor its own country through various means. However, in this process, TSMC, as the world's leading semiconductor manufacturer, undoubtedly affects the nerves of the entire industry.
1. Adjustment of US strategy and disbursement of subsidies
Since Biden took office, the importance of the semiconductor industry has reached an unprecedented height. The United States is well aware that semiconductors, as the core of modern science and technology, are of great significance to security, economic development, and scientific and technological progress. Therefore, the United States is trying to strengthen the competitiveness of its semiconductor industry through a series of policy measures.
First of all, the United States issued a strict chip ban, trying to protect its leading position in key technologies by restricting the export of international semiconductor companies. However, this policy has encountered many obstacles in the process of implementation, which has not only aroused widespread concern and doubts from the international community, but also caused a considerable impact on the semiconductor industry chain of the United States.
In order to make up for the negative impact of the chip ban, the United States has launched a huge chip subsidy plan of $52 billion. This plan aims to attract international semiconductor companies to invest and build factories in the United States to improve the production capacity and technical level of the domestic semiconductor industry. However, in the distribution of subsidies, the US side has shown a clear "local first" tendency. Most of the subsidies went to local semiconductor companies such as Intel, Nvidia and Qualcomm, while international companies such as TSMC and Samsung had relatively few.
This unfair subsidy distribution method quickly caused dissatisfaction among international semiconductor companies. Companies such as TSMC and Samsung have said they will delay plans to build factories in the United States and consider investing in other countries. This move has undoubtedly brought tremendous pressure to the US side. In order to salvage the situation, the United States has to adjust its strategy and reconsider its subsidy policy for international semiconductor companies.
Second, TSMC's choice and the pressure of the United States
As the world's leading semiconductor manufacturer, TSMC has played an important role in the U.S. policy adjustment. With its advanced production technology and huge production capacity, TSMC occupies a pivotal position in the global semiconductor market. Therefore, TSMC's choices and actions are of great significance to the entire semiconductor industry.
In the face of the unfair subsidy policy of the United States, TSMC has shown a firm position. TSMC believes that the United States should give all semiconductor companies a level playing field, rather than just focusing on the interests of local companies. As a result, TSMC decided to postpone plans to build factories in the United States and consider investing in other countries.
TSMC's decision has undoubtedly put tremendous pressure on the US side. The U.S. side is well aware that if TSMC really leaves the United States, it will deal a huge blow to its domestic semiconductor industry. Therefore, the United States has to reconsider its subsidy policy for TSMC and strive to redeem TSMC's investment plan.
3. The game and agreement between the US side and TSMC have been reached
After a series of games and negotiations, the United States and TSMC finally reached an agreement. According to the agreement, the United States will provide TSMC with a low-interest loan of $5 billion and a subsidy of $6.6 billion to support TSMC's expansion of investment in the United States and the construction of a third 2nm wafer fab. The conclusion of this agreement marks that TSMC has clearly chosen to take sides; And this also means a major victory for the United States in the competition in the semiconductor industry.
However, the agreement was not without its challenges. During the negotiations, the U.S. and TSMC engaged in fierce games on the amount of subsidies, the scale of investment, technology transfer and other aspects. Moreover, the United States also asked TSMC to build a 2nm factory in the United States, and many foreign media have said: The American routine is too deep.
For TSMC, this agreement not only solves the financial problem of building a factory in the United States, but also provides a strong guarantee for its development in the American market. At the same time, this agreement also demonstrates TSMC's firm position and determination to compete in the global semiconductor industry.
For the U.S. side, although the conclusion of this agreement has saved the situation to a certain extent, it has also exposed its shortcomings and difficulties in the competition in the semiconductor industry. The U.S. side needs to recognize that the semiconductor industry is a global industry that requires cooperation and competition among countries to promote its development. If the U.S. blindly adopts a "local first" strategy, it will not only affect its cooperative relations with other countries, but also adversely affect the development of its own semiconductor industry.
IV. Conclusion
In short, the game between the United States and TSMC is a microcosm of international competition in the semiconductor industry. In the context of globalization, cooperation and competition between countries have become an important driving force for the development of the semiconductor industry. Only through fairness, openness and cooperation can we promote the sustainable development and innovation of the semiconductor industry. What do you think about this?