Source: Taiwan Industrial and Commercial Times Society
TSMC, the most representative technology company in Taiwan, has always been the topic. The founder Zhang Zhongmou is at this moment as leader, Cai Yingwen, to participate in the APEC economic leader meeting in San Francisco.At the just -held law, TSMC paid nearly 600 billion yuan (NT $ 25.3 billion) and per share of 23.13 yuan in net profit after tax in the first three quarters.In the end, it will be a optimistic attitude of healthy growth ".However, the incidents around the "Guardian Mountains" are constantly, and the leaders of the opinions have also put forward a variety of guidance. What you point out is not only the observation of the development of a single company, but also the core issue of Taiwan's overall economic development.
TSMC, which is more than 70 % of the foreign investment ratio, was previously sold by the stock god Buffett to hold the holding of the shares, because of "the place where TSMC is not liked", even if the company can not find the same magnitude in the chip industry, but in geopolitics, it is geopolitical.Under the consideration, this excellent semiconductor company is still separated. Buffett believes that it is a real issue to configure funds in Japan.
The interference of geopolitics has indeed caused trouble to considerable outstanding Taiwanese -funded enterprises.Compared with TSMC set up a new factory in Kyushu, Kyushu, Japan, in May of this year, solid -state battery manufacturer Hui Neng Technology announced that it will invest 5.7 billion US dollars (S $ 7.7 billion) to build a super factory in northern France. One of the reasons is to avoidOpening the unstable relationship between the two sides of the strait, so go to the establishment of a base overseas to make the group a company "not only" a company in Taiwan.
and Buffett's old comrades, Monte, who Zengzhi, who has praised Tieci as the strongest company on the surface, has also recently expressed the attitude of not investing in TSMC.But his reasons are different from Buffett because he likes to invest in "enterprises with his own brand" like Apple, and praise the current development of BYD, which is currently developing rapidly in the field of electric vehicles, is optimistic about the prospects of the next 20 years.
One of the important reasons why TSMC can stand out in the field of wafer foundry is not to compete with customers and focus on their own foundry business.It is still lacking. They also hope that funds are noted on high -profit companies. For companies that need to invest a lot of funds every time, they do not have a special preference.
What's more, how many companies in Taiwan can play the foundry business as TSMC?I am afraid that there are not many. It is more like the expansion of some industries for business. It only hopes that the central bank will maintain a "competitive exchange rate offer" or the government can provide cheaper electricity bills.The brand of the brand is not easy to go, and for most Taiwanese companies, this step is not yet possible. It is more important to improve your product competitiveness. Don't always think about low prices as a competitive weapon.
Electricity is also a big problem for Taiwanese -funded enterprises. Not only the electricity costs of enterprises are getting higher and higher. At present, the net zero carbon row of the international community is a trend. When placing an orderHow much the ratio of green electricity is used and strictly certified. At present, the supply of green electricity in Taiwan has supported the production required for the production of Taiwan's accumulated electricity.Under not symmetrical, how many operators can be satisfied.When a communication meeting held a face -to -face meeting with the Executive Yuan a few days ago, there was also a proposal to "compare TSMC and buy green electricity".How to deal with the distribution of green power?It is a new issue that the government cannot avoid.
TSMC expands its territory in the United States and Japan. For the advanced process of the government's main roots, it has begun to face problems in the acquisition of land resources.For example, in order to build a 1.4 -nanometer -based wafer fab, the concept of selection in the third phase of the Longtan Park was selected, that is, the anti -Dragon Department expanded land acquisition self -rescue committee, and finally announced the construction of the plant plan to blow away.
Although the Ministry of Economic Affairs and Taoyuan Municipal Government have stated that they will continue to assist TSMC to find land and arrange supporting problems such as water and electricity, but the struggle from the "son of land" from Taiwan will endThere are subjective considerations that are unwilling to coordinate with heavy soil moving, and it is difficult to exclude the intention of obtaining better compensation conditions by fighting against the struggle. In addition, investors who want to make a lot of money on the surrounding land hype through the theme of TSMC and the theme of the surrounding land will be made.The problem becomes more and more complicated.
Zhang Zhongmou also proposed his worries about the company's future development at the sports conference of TSMC not long ago.He believes that a major advantage of TSMC is "using equipment every minute", and because the equipment is too expensive, TSMC's engineers must be on-call at any time.Their attitude of their work depends on this very natural requirement.
But Zhang Zhongmou is worried that this situation is changing. It may be different after 20 or 30 years. At that time, it may be India, Vietnam or Indonesia, and it will rise to become a big country of semiconductor.Taiwan's diligent and hard -working engineers are the key reasons for creating the brilliant achievements of TSMC. With the changes of the times, how to balance work efficiency and the cognition of the new generation of workers is another big question for industrial development.
