Text: Looking at history by the column
Edit|Relying on the column to look at history
Source: All of the information stated in this article is based on reliable sources, and the specific information is detailed in the article
Preface
On May 16, a large explosion occurred at the TSMC plant in Phoenix, Arizona, USA, causing casualties.
This is not the first time that the factory has had problems, as an excellent manufacturing enterprise introduced by the United States, the implementation of construction has been hindered everywhere, which has made the manufacturing industry in the United States, which is already difficult to revive, even worse.
TSMC's bombing ripped off the fig leaf of the U.S. manufacturing industry.
TSMC
In the last century, the United States was a manufacturing powerhouse, but with the rise of emerging countries, the manufacturing industry slowly began to shift, and the American manufacturing industry also turned from prosperity to decline during this period.
However, in recent years, the United States has gradually woken up and begun to use various means to try to bring back the manufacturing industry.
In the field of chip production industry, there are two major companies in the world with very top technology, one is TSMC, and the other is South Korea's Samsung.
In order to revive the manufacturing industry, the United States spent manpower, material and financial resources to introduce TSMC to the United States.
As a leader in the semiconductor manufacturing industry, TSMC is one of the world's largest semiconductor foundries, and once it builds a factory in the United States, it will provide thousands of jobs, in addition to helping the U.S. economic recovery.
The two sides reached a cooperation agreement, TSMC intends to invest $40 billion to build two factories in Arizona, the United States, but the United States is very beautiful, but the actual situation is not optimistic.
Taihai.com, 2024-05-17, "Since TSMC went to the United States to build a factory, the pressure on the cooperative factory has been greater"
The funds to subsidize TSMC have not been in place for a long time, resulting in the delay in the construction of the factory, but the chip market is changing with each passing day, not only the update speed is fast, but the demand is also increasing day by day.
The delay in seeing a return on investment is undoubtedly a regression for TSMC, and the market that it has finally seized may fall into the hands of competition and rivals.
In desperation, a year later, Semiconductor Manufacturing Co., Ltd. had to go to Kumamoto, Japan, to invest in a factory, which has now been started, in order to successfully solve the problem of insufficient production capacity.
However, the factory in the United States has repeatedly dropped the chain, due to the delay in construction, TSMC has complained about American workers, and the Arizona labor union in the United States is of course on the bar with TSMC for its own family.
As far as the US government is concerned, neither side can afford to offend anyone, so it can only stay in the middle and thin the mud and keep catching up with the progress.
But now there has been another explosion that killed a staff member and the lives of a human being, and it is not known how long the investigation will be suspended.
Moreover, it is understood that TSMC originally planned to invest in two factories, and the construction of the second one has already been postponed, and it is still unknown when the construction will start.
TSMC's development in the United States has been repeatedly frustrated and turbulent, and its American dream is not as sweet as imagined.
Global Times, 2024-05-17, "Taiwan media: TSMC U.S. factory construction site accident, resulting in a truck driver seriously injured and died"
The U.S. manufacturing dilemma
Not only that, but recently, Apple in the United States gave up making cars and was ridiculed on the international hot search, and later Apple's mobile phone sales declined significantly due to lack of innovation.
The Boeing aircraft in the United States are also prone to frequent accidents, scandals, and very big safety controversies, as well as Tesla's withdrawal of departments, layoffs, senior executives, and Intel's expansion of factories, which have also been blocked several times, and the factories invested by Foxconn are also facing failure.
These things on behalf of the United States were originally unrelated, but when taken together, the fact that the American manufacturing industry is declining is self-evident.
Sina Finance, 2024-05-13, "Foxconn's U.S. project is unfinished, Microsoft is sure to take over, will TSMC follow in its footsteps?" 》
The poor performance of the US manufacturing industry is not related to its trade war, and the most important thing is that it should not impose economic sanctions against China.
As a developed country, the wages of workers in the United States are generally high, even if they are front-line production workers, the salary is also very good, which is not friendly to the production line of many enterprises.
For example, the number of workers in TSMC's production line is large, and excessive wages will increase the cost of employment, which will increase the pressure on business operations, and this disadvantage is particularly obvious in the United States.
In addition, the United States not only has high employment costs, but also high raw material costs and logistics costs, which greatly increases the operating costs of enterprises.
Even if there is overtime pay, people are not necessarily willing to sacrifice entertainment time to serve the company, which has a lot to do with local customs and living habits.
The high cost and the lack of active participation of workers are enough to bring down any production line.
But the most important thing is that the United States itself "plays with fire and burns itself", the United States has blockaded and suppressed the mainland chip industry since 2018, and the "Chips Act" introduced is aimed at China.
In order to revitalize its own chip manufacturing industry, the U.S. government uses hegemonic politics to require many U.S. companies not to provide chips to China, which is equivalent to disregarding the life and death of enterprises and insisting on reducing dependence on the Chinese market.
However, the Chinese market is vast, as a large demand for chips, and has close cooperation with many American companies, the loss of the Chinese market is the loss of a head customer, and the "one-size-fits-all" of the United States will hurt local American companies even more.
Chinese chips
On May 12, the United States once again upgraded chip export restrictions in an attempt to coerce allies to suppress Chinese semiconductors, and the United States took the lead in disliking the "subsidy frenzy", with TSMC and Intel receiving up to $33 billion in financial aid.
According to Bloomberg, with the injection of U.S. funds, the United States has begun to compete with China for "chip supremacy", intensifying the competition between the East and the West in the field of cutting-edge technology.
But even if China is under siege, mainland chip companies have lacked a lot of breakthroughs in recent years, and the speed of innovation and research and development has been greatly accelerated.
At the time of the energy transition, China's tram technology is at the forefront of the world, with more than 1,500 chips in a tram, and China has already found a breakthrough in this aspect and is booming.
China is rich in outstanding talents, and with the support of a steady stream of talents, chips from all walks of life will break the blockade.
The future is not only the competition of the chip manufacturing industry, but also the competition of the reorganization of the whole industry chain, the United States should seek cooperation with China for a win-win situation, otherwise it will be difficult for the United States to get out of the current predicament.
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