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TSMC has fallen into the trap dug by the United States step by step. Can it predict its own ending?

Posting time:2023-03-26 08:58:10

TSMC has fallen into the trap dug by the United States step by step. Can it predict its own ending?

Although TSMC said that it still operates independently and can make decisions independently, but now, TSMC may be falling into the trap dug by the United States step by step, and it may be even more involuntary in the future, which may not be expected. TSMC has increased the diversification of its revenue sources through cooperation with Huawei. During the peak period, Huawei contributed 14% of its revenue, while the entire mainland chip industry contributed 22% of its revenue, which can counteract the impact of US chips on it. , so that it has more initiative. Subsequently, since September 15, 2020, it was no longer possible to manufacture chips for Huawei. The revenue contributed by the chip industry in mainland China to TSMC dropped rapidly to 6%, and the revenue contributed by US chips to TSMC increased to nearly 70%. Influence increased. Moreover, some of TSMC’s technologies, equipment and materials come from the United States, which is subject to the influence of the United States. After the United States asked TSMC to set up a factory in the United States, even though TSMC’s founder Zhang Zhongmou repeatedly stated that it would be difficult to set up a factory in the United States, TSMC still had to go to the United States. The United States set up a factory, and then the United States further required TSMC to hand over confidential data, and TSMC had to do the same. Now the 5nm factory built by TSMC in the United States is about to be put into production. Three of its ten directors are Americans, and most of its top ten shareholders are also American investment institutions. The largest shareholder is Citi, which holds more than 20% of the shares. will be further constrained by the United States. Many cases in the investment community have shown that the United States is not so easy to deal with. In the 1980s, the Japanese chip industry once accounted for more than half of the global market. However, in the following 20 years, it declined rapidly under the suppression of the United States, and was replaced by South Korea and Taiwan. Today, Japan's chips account for only about 10% of the global market share. Alstom has surpassed GM and other companies in the electrical field. However, in 2013, Alstom executive Pierucci was arrested in the United States and imposed a huge fine on a business trip to the United States, and then Alstom was quickly dismembered. Its core business, electrical energy business It was sold to GM at a low price, and Pierucci wrote the book "The American Trap" after he was released from prison to expose all this. Looking at TSMC now, it seems that everything is repeating itself. TSMC has been seized by the United States step by step and is further controlled by the United States. In the future, it may become an extravagant hope to continue to develop independently. American investors will gain more dominance and gain the core of TSMC. technology. After handing over confidential data to TSMC, Intel quickly announced that its Intel 4 factory would be mass-produced ahead of schedule, which had to be reminiscent of the relationship; after TSMC moved closer to the United States, its other major customer, MediaTek, immediately Announcing that some orders will be transferred to Intel, Intel has also gained an important customer of TSMC with the progress of advanced process research and development, which is even more worrying for TSMC. Facing the pressure of the United States, TSMC seems to be further caught up in it. It was reported earlier that TSMC is still promoting the 5nm factory in the United States, but it has decided to further build a 3nm factory in the United States. On the one hand, TSMC founder Zhang Zhongmou warned that in the United States It is difficult to make money by setting up a factory. On the one hand, TSMC is constantly adding more money to set up factories in the United States. This may be involuntarily.

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