Source: Industrial and Commercial Times
Industrial and Commercial Times Review
At present, up to 90 % of the advanced process chips in the world are produced in Taiwan, and because the mainland is limited to the restrictions of the United States, it is not available to American companies.Cross -strait relations have gone back to the point where almost soldiers meet.The Taiwan Strait, which is intensified by the United States, has a excuse for the production of the advanced processes of Taiwan's semiconductors to the United States.For a long time, there have been five lacks of production resources in Taiwan. It is sooner or later for semiconductors to produce overseas. As long as customers need it, production can cooperate with the market to set up factories. When core technology protection and outflow problems can be overcome, they will be overcomeConsidering the production of customers, it is sooner or later TSMC to produce in the United States. Just like TSMC settled in a factory in the mainland, in addition to close cooperation with mainland customers, it can make customers more dependent on the products of the industry and stabilize the market position of the industry.However, this time TSMC went to the United States to set up a factory, but it was not the result of the evaluation of economic and trade factors, and it was entirely a decision to decide geopolitics.
In 2021, Tieji began the construction of the Arizona Advanced Process Wanmi Factory (AZ Factory). It is expected to have production in 2024, with a monthly production capacity of about 20,000 tablets. On December 6, 2022Deng, also the Minister of Commerce, and the CEOs of many companies such as Apple, Super WeChat, Huida and other enterprises in the science and technology industry attended; TSMC invested 40 billion US dollars (about S $ 53.9 billion).The first phase is expected to mass -produced five or four nanometer chips in 2024, and the second phase is a three -nanometer chip. It is expected to mass production in 2026. After the completion of the two phases, there will be six new factories in the process.Film wafer, the market value of the terminal products is estimated to be more than $ 40 billion.No wonder President Biden shouted: "The manufacturing industry is back!".However, the founder of TSMC Zhang Zhongmou's phrase "Globalization is almost dead, and free trade is almost dead", as if the endorsement of Biden and the factory's future endorsement is also a note for globalization.
Zhang Zhongmou once said that with TSMC's 25 -year experience in Orean, the United States, the cost of making chips in the United States is 50 % more expensive than Taiwan and lacks market competitiveness. Even if the United States subsidies each year, they cannot establish a complete supply chain.Many years ago, the experience of building a factory in the United States was a nightmare.TSMC President Wei Zhe's family admits that TSMC has left Taiwan's ecosystem and talents, and will be as difficult as the past.Therefore, the planning of the Arizona State Factory is that the three must be in place once, and we must gather a large scale to build a factory. To establish the local semiconductor ecosystem of the United States, a large number of immigrants in TSMC goes to the United States to join the production.It can be seen why there are more than 600,000 wafer investment in the annual output, and there will be a large scale to build factories in the United States with TSMC -related satellite factories, and more than 10 charter machines will fly to the United States;The series of measures, coupled with the incomparable impedance of the Taiwan government, obviously there is no room for choice, and even let go of success.
The Sino -US hegemony has not been resting for one day, the haze of the Taiwan Strait War is not scattered, and the global industrial supply chain is about to end. The world has moved to the phase of China and the United States, the polarization industry supply chain, and the semiconductor is the same.Nearly 70 % of the world's chip demand is in mainland China. In the past, the mainland used to be low because of its low self -control rate. It could only rely on imports. The total import amount was much higher than oil, and it was the largest imported product.This year, due to the influence of the prosperity and the city, the import of chips has been greatly reduced. The number of imported chips in the previous three seasons decreased by about 61 billion pieces from the same period last year.The maturity of the above low -level chips can be replaced by domestic, and the United States has restricted the export of advanced process chips.The United States combined with Taiwan, Japan, the European Union, and South Korea to block the mainland. The mainland had to stand on its own. In the short term, the United States has advantages, but how to observe it in the future. At present, the middle and low -level mature process chips are available in energy production.Supply of the United States, whether it will be too required in the future, it is worthy of attention.
In summary, the advanced process of TSMC's advanced process is planned. The Taiwanese government declares that this is the display of national strength.And the operating team of the new American factory can even further grasp the most advanced semiconductor technology and new product information, but is the truth really?TSMC knows that the semiconductor ecosystem and talents that have been produced in the United States to build a plant in the United States are difficult to copy in Taiwan. ThereforeThe prediction is to avoid the destruction of the advanced process plant of the Taiwan Strait War, and the advanced process production base is built in the United States.The Taiwanese questioned that the semiconductor "de -Taiwan chemical" was not completely unhealthy.Back to the fundamental, if the two sides of the strait can be maintained for a long time, TSMC has not been doubtful, it can naturally continue to improve the process technology and leave Taiwan without suspense.
