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Taiwan Semiconductor does not want subsidies, US 4 nano plant fire, foreign media: Is this really an accident?

via:新浪科技     time:2023/5/29 6:00:36     readed:175

The recent US media reported that a fire broke out at Taiwan Semiconductor Manufacturing Co., LTD. 's 4-nanometer plant in Arizona, the US. However, the fire caused little damage and firefighters were on hand to put out the fire, which is reminiscent of the fact that TSMC plans to abandon the subsidies and focus on Asian markets.

The US had offered US $52 billion in chip subsidies while applying multiple pressures on TSMC and Samsung to set up factories in the US. With both the stick and the carrot, TSMC and Samsung not only handed over confidential data, but also went to the US to build advanced 5nm / 4nm plants, as the US wanted.

But as Taiwan Semiconductor and Samsung push ahead with the construction of advanced process plants in the United States, the United States is suddenly about-face. The United States allocates Samsung only 13 percent of the chip subsidies, while Taiwan Semiconductor plans to invest up to $40 billion in advanced chip plants in the United States for only 10 percent. To the dismay of Taiwan Semiconductor and Samsung, more than 70 percent of U.S. chip subsidies go to domestic chip companies like Intel and Micron.

Later, the US further issued detailed rules on chip subsidies, requiring Taiwan Semiconductor Manufacturing, Samsung and other companies that have received chip subsidies from the US not only to share key technologies, but also to share part of their profits with the US. This is to spit out what they have eaten, which naturally made Taiwan Semiconductor Manufacturing, Samsung and others very unhappy, and later it was reported that they planned to give up the chip subsidies from the US.

At the end of last year, TSMC held a mass production ceremony for the 3-nanometer process, which was unprecedented in its previous advanced process mass production. It also said that it expected the 2-nanometer process to be mass-produced in Taiwan, China in two years, and the 4-nanometer factory in the United States will also be mass-produced in two years. This means that TSMC's plants in Taiwan, China, are still ahead of those in the United States. The center of gravity will remain in Asia.

This is no doubt more in line with the reality of the chip market. The influence of American chips on the global chip industry is gradually declining. In the early years, American chips used to account for 70% of the global chip market share, but now the share of American chips has fallen to less than 50%. That means future orders for chips from the U.S. to TSMC are likely to decline over time.

In contrast, the global chip market has already shifted to the Asian region, and the Chinese mainland has become the world's largest chip market. The chip industry in the Chinese mainland has been in a prosperous stage, with a growth rate much higher than that of the United States. There are also plans to revive the chip industry in Japan, which has invited Taiwan Semiconductor Manufacturing Co. to build a factory in Japan, a sign of the growing importance of Asia's chip industry.

In addition to the above Taiwan semiconductor to the United States to pay sincere, but get the moon lit the ditch results, no doubt let Taiwan semiconductor to see the reality, but in the Taiwan semiconductor once again to focus on Asia, Taiwan Semiconductor in the United States 4 nano factory fire, the time is too coincidence, which makes people think.

But even if that happens, it may not be able to stop the shift in the center of gravity of Taiwan Semiconductor, in addition to Japan, Taiwan Semiconductor has plans to set up factories in India, Europe and other places, it is clear that Taiwan Semiconductor has recognized the risks of relying too much on American chips, and hopes to diversify its factories for a broader future.

The United States has dominated the global chip industry for decades. However, in recent years, the influence of American chips on the memory chip industry has gradually declined. The American memory chip company Micron has suffered a huge loss of 2.3 billion dollars, and Intel has lost its position as the global chip leader from time to time, which shows that the dominance of American chips is gradually weakening. The decline in power will inevitably lead to changes in the thinking of contract chipmakers such as Taiwan Semiconductor Manufacturing, which may be difficult to control even if the United States plays fast and loose.

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