The importance of a country's scientific and technological strength in the future competition is self-evident, and semiconductor chips, as the foundation of the information age, can be said to affect the competitive pattern of various countries in the field of high-tech to a certain extent. A small chip can easily get stuck in our necks, and the United States will not hesitate to use national strategy to revitalize the chip industry.
We know that although Qualcomm, Apple, etc. are in the global leading position in chip design, their manufacturing still depends on foundries such as TSMC and Samsung, and chip giant Intel is also too far behind in chip manufacturing. Therefore, the United States has also focused on restoring its dominance in the semiconductor field on chip manufacturing, proposing a subsidy plan of up to $52 billion in chip manufacturing and research and development.
This is undoubtedly a very tempting big "cake". So at the urging of the United States, TSMC Samsung Intel's three major chip manufacturing giants have entered the market with a high profile. TSMC's $12 billion 5nm chip factory has begun construction and is expected to produce energy in 2024; Samsung plans to spend $17 billion to build a factory in the United States; and Intel wants to compete with TSMC for FOUNDC orders, preparing to spend $20 billion to build two more chip factories.
The most positive of these is TSMC. Knowing that the cost of building a factory in the United States is high, and the future operating costs will be higher than other places, TSMC on the one hand saves costs by building plants and other equipment and then shipping them to the United States for assembly, and on the other hand, actively trains 5nm technical talents for the new factory, which seems to be full of confidence.
However, the said subsidies have not been implemented for a long time, which makes TSMC very embarrassed, and it can be said that there are more and more complaints. In particular, the recent US side has asked chip manufacturers to provide some chip data that may involve confidentiality, which makes TSMC and Samsung even more dissatisfied. As the date of filing chip data on November 8 approaches, the game between chip manufacturers such as TSMC, Samsung, and Intel and the United States is becoming more and more tense.
While preparing to submit data on time, TSMC has repeatedly said that it will not hand over the data involving customer trade secrets, but it is said that the US side has released a message and will decide whether to take compulsory measures in the end according to the quantity and quality of the information submitted. Isn't such a warning a bit deceptive? Therefore, TSMC Samsung Intel can't help it, and finally all showed the bottom card to the United States, saying that if the United States cannot provide subsidies, it will cancel the plan to build factories in the United States.
<h1 class="pgc-h-arrow-right" data-track="7" > TSMC Samsung Intel really dare not do it? </h1>
According to the news of semiconductor industry observation on October 30, Intel has taken the lead in urging the United States to speed up the approval of the $52 billion semiconductor subsidy bill, and TSMC has also made it clear that its $12 billion factory construction funds have included a part of the subsidy, while Samsung said that if the United States cannot provide satisfactory subsidies, it may find another place to build a factory.
If combined with TSMC founder Zhang Zhongmou's recent argument that the cost of building a factory in the United States is too high and the chip industry is unsuccessful, it seems that the resentment of chip giants is really about to explode. So the subsidy is far away, the cost is overwhelmed, will TSMC and the like really stop building or even cancel the US factory? Obviously not so easy.
If TSMC did have the factory forced to build at the beginning, but today, especially the current global chip shortage, coupled with the temptation of 52 billion yuan subsidies, they really want to build a factory, and even recently proposed to expand the factory to 6. Now that so much energy and cost have been invested, it is possible to stop and stop, and cancellation is even more of a threat of self-deception, and the United States will not agree to it if it does not do it.
The reason why TSMC and so on want to show the bottom card, I am afraid that this time to submit chip data really makes them difficult. Intel is a local company not to say, to let TSMC and Samsung submit chip inventory data, sales records, order information, to say that it does not involve customer trade secrets, it is really difficult to do, this is obviously to control TSMC and Samsung.
Therefore, the UNITED STATES suddenly made a request for chip core data, no doubt further exposed its intention to grasp the chip industry chain, control the real purpose of TSMC Samsung and other chip companies, at this time not only TSMC and Samsung these non-US companies are unwilling, even Intel is uncomfortable, since it is powerless to oppose, take the opportunity to talk about the conditions, it is also reasonable.
Therefore, TSMC Samsung Intel is actually more in a commitment, to the United States to implement various subsidies and preferential measures on paper, to eat a reassuring pill, so as not to play behind the United States. But with the consistent style of the US side, even if it is signed into a cooperation agreement, will it really be implemented at that time? Foxconn's factory is a lesson from the past.
Even if it is known that there may be such an ending, I believe that TSMC will not really cancel the plant construction plan, the data to be handed over must be handed over, and the factory that should be built must continue to be built. TSMC's upstream raw materials and equipment, downstream customers, are in the hands of the United States, and there is no reason to do so from the perspective of interests alone. Complaints can be made, conditions can be mentioned, we all know that children who cry have milk, but it is really not necessarily effective in front of the United States.