Is TSMC's License to Ship to Huawei Hopeless Now That the U.S. Election Results Are Out?
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Update time : 2024-11-07 16:23:14
Trump won, and this might be the result that TSMC least wants to see.
Because TSMC is prohibited from shipping to Huawei, and restricting companies like TSMC that use U.S. technology from shipping was the policy during the Trump era.
TSMC didn't want to build factories in the U.S., but it ended up doing so because of Trump's influence.
Later, TSMC announced the construction of factories in the U.S. On the one hand, it hoped to exchange technology and factories for licenses, and on the other hand, it aimed to obtain subsidies. After all, subsidies exceeding $500 billion are extremely attractive.
Micron even said that the more factories you build, the more subsidies you get, and building factories is for subsidies.
TSMC has successively invested more than $65 billion in building factories in the U.S., also aiming to obtain more than $30 billion in subsidies. Now, it's really uncertain whether these subsidies can be obtained.
Because Trump opposes the Chips Act, believing that there are too many subsidies in the chip policy. Although he demands that the manufacturing industry return to the domestic market, the fact is that he doesn't want to provide subsidies.
In addition, there is continuous price increase, passing on the chip production cost to U.S. enterprises.
However, what TSMC desires most is the license for free shipment. Because producing chips in Taiwan Province of China is the best option, with low cost, abundant talent, and a complete supply chain. The high profits obtained can continuously support research and development and maintain the technological leading edge. For now, there is basically no hope for TSMC to obtain the license for free shipment to Huawei. TSMC can only hope that the subsidies can be obtained smoothly.
Morris Chang also clearly stated that globalization is dead, and free trade is also dead. This also means that for TSMC to build factories globally, it's safest to place the factories locally.
As for the issue of what to do with advanced chips since TSMC can't ship freely, after all, for chips like 2nm / 3nm, TSMC currently has the most advanced technology. There's no need to worry about this issue.
Chips with processes such as 7nm / 14nm / 28nm can meet more than 80% of the market demand. For example, new energy vehicles have a huge demand for chips, and most of the chips they use are with 28nm processes. Even for in - vehicle infotainment and autonomous driving chips, which are 7nm / 5nm, a vehicle only needs two to four of them, while for chips with 28nm processes, the demand is in the thousands, and these can be completely produced and manufactured in China.
Otherwise, Yu Chengdong wouldn't dare to say that the most powerful Mate in history has arrived. In addition, China has achieved many breakthroughs in chip and semiconductor technologies, such as 28 - nm lithography machines, 5 - nm etching machines, 4 - nm chip packaging technologies, etc., although there hasn't been more information released.
However, the continuous decrease in imported chips is expected to total $250 billion this year, $100 billion less than last year, while the export of chips has increased significantly, with a year - on - year growth of 19.8% and an average daily export value of $300 million.
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