Taiwan Semiconductor gives up the chip subsidy from the US, because the chip subsidy is less than 4 billion US dollars, even less than one tenth of the investment of Taiwan Semiconductor to set up factories in the US. If Taiwan Semiconductor takes this limited subsidy, then Taiwan Semiconductor will completely lose the initiative. Obviously, it is more appropriate to give up the chip subsidy from the US.
From the "trade war" to the "technological war", the US has been changing and upgrading the so-called "rules", trying to control the global chip industry chain. For this reason, they have also introduced more than 200 billion US dollars of semiconductor chip subsidy program to attract chip giants to build factories in the US.
As one of the biggest players in chip manufacturing, Taiwan Semiconductor Manufacturing has also announced plans to build a factory in the United States. Internet Fish notes that the investment has exceeded $40 billion since 2023, far exceeding the company's plans.
However, the Chip Grant Act introduced in America requires companies applying for more than $150m in subsidies to share 75% of any profits they exceed expectations.More exaggeratingly, it would also hand over key data such as capacity, utilisation and expected yield of wafer size categories, selling prices in the first year of production, and annual production volumes, which raised concerns at TSMC.
If such data is leaked to competitors, it will deal a heavy blow to manufacturers such as Taiwan Semiconductor Manufacturing. Intel, for example, has been trying to expand its wafer foundry market share over the past few years and has announced major investment plans in its wafer foundry business, Interconnection Fish noted. Intel has also expanded its manufacturing operations into other areas, setting up a joint venture, Intel Foundry Services (IFS), to provide more specialized foundry services for wafers.
Facing the tightening situation, Taiwan Semiconductor Chairman Liu DeyinImportant decisions were announced:It suspended requests for subsidies, slashed spending by $8 billion, slashed orders for DUV lithography machines by 40% and announced price increases for chips made in the United States.
This back-and-forth series of decisions may be that TSMC does not want subsidies, because cutting costs, cutting 40% of the EUV lithography machine order is actually reducing the size of the plant.
From an outsider's point of view, this is TSMC's response to US demands to share core data, a decision that will be a direct blow to US ambitions for a carefully laid out chip programme.
Because TSMC is the world's largest chip manufacturing enterprise, its production technology and scale can not be underestimated, the market appeal is still very strong. Moreover, Chang's status as the founder of TSMC was pivotal to the decision to build the plant, butMr Zhang's attitude to the "chip wars" is ambivalent.
For one thing,The United States intends to achieve more localization in the field of chip manufacturing and reduce its dependence on Asian chip manufacturing industry. When Taiwan Semiconductor Company was invited to build a factory, Chang expressed his negative opinion on the chip manufacturing industry in the United States, believing that it is impossible to build a complete chip industry chain, even if a lot of money and energy is invested in it.
Chang also pointed out that the United States has many weaknesses in chip manufacturing, including high costs, a lack of related technology chains, and a lack of talent. Chang therefore believes that the United States should prioritize the development of chip design technology, rather than blindly pursue the pursuit of making chips at home.
On the other hand,As the "chip war" intensified, Chang openly supported the chip restrictions and chose to take sides.
In addition, Chang also made a similar comment on the Chinese mainland market, in his opinion, "the gap in contract manufacturing is more than five years, focus on design". Not only is it pointing fingers at the Chinese chip market, but it has been using Taiwan Semiconductor's technological advantage to crush Chinese chipmakers like SMIC,Otherwise Dr. Chang would not have left SMIC.
From an outsider's point of view, there is no denying that Mr Chang has decades of experience in the chip industry, and he is well qualified to express his views on the field, butIn conclusion, his views are not a market issue or a technical issue, but based on Taiwan Semiconductor's own interests.
After allAfter the United States stirred up the chip industry, the global market started a wave of chip technology autonomy,In the long run this is the most negative for Taiwan Semiconductor company. In particular, from 2022 to 2023, the global market is pushing for autonomous chip technology,And countries that can are already doing so.
For example, Interconnect Fish notes that in March 2023, the European Union passed a 43 billion euro chip Act intended to revitalize the chip industry; Korean chip companies are also planning to localize chip materials and design and manufacturing. The Japanese market is also attracting chip giants such as Taiwan Semiconductor Manufacturing and Micron to build factories and manufacture in Japan through subsidies and incentives.
So in general, the US is trying to control the global chip industry chain through huge financial subsidies and data requirements, which has caused concern and opposition among some chip companies, especially the decision that forced Liu Deyin of Taiwan Semiconductor to announce the decision to abandon subsidies.
Give up the US chip subsidy, because the chip subsidy is less than 4 billion US dollars, which is less than a tenth of the investment Taiwan Semiconductor makes in the US. If Taiwan Semiconductor takes this limited subsidy, it will completely lose the initiative.Ditching America's chip subsidies would surely be a better option.
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