The United States has become more anxious, jealous, irritable, and arbitrary than ever before.
Original Articles from Zhengjie Bureau
Licking a dog is sometimes really humble and pathetic.
The Taiwan region has fallen into this predicament for the United States.
Last year, after the global outbreak of the new crown epidemic, the United States suddenly discovered a fatal problem: Although the United States has extraordinary technological strength, its ability to produce chips is not good. Although Intel can do it, its production capacity is not good, and the technology is backward. It still depends on TSMC and Samsung.
Therefore, the United States wants to build a chip factory under its control.
The United States has called something, and the Taiwan region has responded.
Under the coercion and lure, Taiwan Semiconductor Manufacturing Company went to the United States to open factories and sent the world’s leading 5 nanometer technology.
Invest 12 billion US dollars (nearly 78 billion RMB)!
But even so, Americans are still dissatisfied and worried.
Recently, the United States released a report assessing the supply chain conditions in four key areas, including chips, batteries, medicine, and rare earth minerals, and listed many manufacturers as “dangerous risks” to US national security.
Naturally, it goes without saying that mainland China is regarded as a thorn in the flesh by the Americans. In the 250-page report, mainland China has been named more than 500 times.
However, Taiwan has also been named more than 80 times, including TSMC.
U.S. Assessment Report Cover
Just before this report in the United States was released, TSMC’s US plant had just started for one week.
The new factory invested 12 billion U.S. dollars to build in Phoenix, Arizona.
According to the design, the plant will begin construction this year, and will be officially installed in 2023 for trial production and mass production in 2024. The planned monthly production capacity is 20,000 wafers.
It uses the world’s leading 5-nanometer chip.
Earlier, I said in several articles that now American college graduates like to go to the financial industry to make money, and lack engineers.
For this American factory, TSMC will send 300 employees and recruit more than 300 engineers.
How can technicians go to the United States with peace of mind?
TSMC has also made great efforts. It doubles the salary, subsidies for renting, visas, air tickets, and reimbursement of expenses for children from kindergarten to high school. It doesn’t matter if you don’t have good English. It will give you training assistance and give priority to vaccinations…
In March of this year, for the construction of the project’s plant, buying equipment, another TWD 21.1 billion (approximately US$740 million) in debt.
TSMC is the focus of the U.S. report
TSMC has worked so hard to build factories in the United States. What the United States really cares about is to ensure its own chip supply and to re-emerge in the field of chip manufacturing.
According to the plan of the United States, the global share of US chip production capacity will be about 12% in 2021, and it will increase to 24% in 6 years later, that is, in 2027, becoming the second largest production capacity in the world (replacing South Korea).
The production capacity in Taiwan, China is now 56% (the world’s number one), and will drop to 40% by then.
The Taiwan region does not hesitate to sacrifice its absolute advantage in the chip field, but also to cater to the needs of the United States.
Then why is the US report still staring at TSMC?
You have to ask whether the report will be completed soon before the factory starts work and there is no time to change the report. That’s definitely not right, because it was decided in May last year.
It can only explain: the United States still does not trust TSMC, and it is forcing the chip industry chain to completely transfer to the United States, and it is in the hands of the Americans.
Helpless, with a heart, fed the dog.
TSMC has brought out its own advanced 5 nanometer technology this time
It is regarded as a “dangerous risk” by the United States, which directly makes Taiwanese bewildered.
TSMC Chairman Liu Deyin publicly announced on American TV: The United States should pursue running faster, invest in research and development, and train more PhD, master, and undergraduate students to enter the semiconductor manufacturing field, rather than trying to transfer the supply chain.
A chip industry expert in Taiwan also said that the Biden administration has never had such suspicions even in the Trump era… which means that all chip companies in Asia may need to rethink their future business strategies.
It is not surprising that Taiwanese people are helpless and confused.
Foxconn has already slumped.
I wrote an article 2 years ago that roughly talked about Foxconn’s US factory.
In April 2017, Foxconn decided to set up a factory in the United States.
President Trump at the time was very excited to meet Guo Taiming in person.
In the end, the two parties reached a cooperation: Foxconn will invest 10 billion U.S. dollars to build a LCD panel production plant in Wisconsin.
Trump repeatedly praised, “Thank you my friend-Guo Taiming, the greatest businessman in the world.”
In June 2018, Trump personally attended the groundbreaking ceremony and praised Foxconn’s US factory as “the eighth wonder of the world.”
The guests lifted up a few shoveling dirt with golden shovels.
But in July 2019 when I wrote the article, that is, one year after the official construction, this large project with an estimated investment of 10 billion U.S. dollars and to be put into production before the end of 2020, there is only one house.
It will be a joke to start production in 2020.
I really can’t do it anymore. In April this year, Foxconn and Wisconsin reached a new agreement: the investment scale was reduced from 10 billion US dollars four years ago to 672 million US dollars, creating 1,454 jobs (previously committed 13,000).
At present, some people have encouraged Foxconn to cooperate with the electric car manufacturer Fisker and simply use the LCD factory to produce electric cars…
Now, the United States has become more anxious, jealous, irritable, and arbitrary than ever before.
Letting the United States invest has become a risky thing.
I don’t know whether TSMC, which has dedicated its leading technology, will ride a tiger like Foxconn.