Source: Zhongshi News Network
Author: Yang Fangru
Before the TSMC on October 19th, Zhang Zhongmou, 92, was easy to talk about the current status and progress of the international semiconductor industry at the TSMC and the development of TSMC in various countries.Due to the epidemic, Zhang Zhongmou also threw a major analysis of geopolitics at the TSMC and analyzed how Taiwan's wafer foundry found a new road under the analysis of the Sino -US scientific and technological war, highlighting the influence of his old manner.
The key is that, in addition to the unique AI chip, most terminal markets such as computers and mobile phones still lack recovery kinetic energy. The overall chip inventory is still slow, which has a significant impact on Taiwan stock market outlook and Taiwan's overall export.In particular, the stagnant power of the platform abandoned the first nano -new plant plan in the third phase of the Longtan Science Park in Taoyuan, which has indeed attracted much attention.
TSMC is currently building a new 2 -nanometer in Zhuke's digging mountains, and it is also successfully mass -produced 3 nanometer chips in Nanke. In addition, the new factory of Kaohsiung Qiaotou is also moving soil. In 2022 and 2023, the capital expenditure reached 36.3 billion (49777 (497S $ 100 million) and $ 31.6 billion.Compared with the investment of the US chip bill, it will gradually be distributed to a number of American companies such as Intel and Gello Fangde in five years, and TSMC's "one person's martial arts" has surpassed the entire United States.However, Zhang Zhongmou also bluntly stated that TSMC's main competitors are in the United States, "they have the advantages of the country and the government's encouragement."
A 14 -nanometer 12 -inch wafer plant with a monthly production of 50,000 tablets, the cost is more than $ 10 billion, let alone the sky -high price of 2 nanometers and 3mm.The main expenditure of the US chip bill is US $ 37 billion for advanced process manufacturing within five years.At that time, 14 nanometers will become a mature process.
The semiconductor fund in mainland China has been budget for US $ 48 billion since 2014. Why can't he play Taiwan?The reason is not only the non -non -person. Ding Wenwu, the president of the big fund, and Zhao Weiguo, chairman of Ziguang, are illegal. More importantly, in the semiconductor rivers and lakes, the investment of money in the semiconductor is only the first step.The key to victory on the top of light.
As for the "breakthrough" of SMIC's 7 -nanometer, and the "localization" ratio of Huawei's new mobile phone components, in addition to model targets, the chip yield and actual profit have a lot of room for improvement.Compared with Taiwan's market share of the global wafer foundry industry revenue, it has been nearly 70 %, while TSMC is close to 60 %, and they are all over the world.
Zhang Zhongmou once bluntly stated in front of the US President Biden in person, "Globalization is dead!" However, it is now the critical moment when TSMC moves from Taiwan to a global layout, including the 4 -nanometer process production of the new Arizona plant.Time is about to be postponed until 2025, it is really not smooth sailing.As for the 6 -nanometer factory in Kumamoto, Japan, and ESMC joint venture in Deleusden, Germany, the arrows are also on the string. Even if TSMC is supported by the local government, the sunrier front is extended at the same time.It's a challenge.
Zhang Zhongmou is optimistic about the advantages of Japan's semiconductor supply chain, but he is relatively unlikely to be optimistic about the high threshold faced by factories in the United States.Of course, the market value of TSMC exceeds 14 trillion Taiwan dollars (S $ 595.7 billion), which is more than doubled five years ago. It is also the peak of the strong soldiers."Create another miracle"!
