chip rules, TSMC’s going to the United States to build a factory is basically finalized.
Because Liu Deyin said that TSMC is pursuing technological leadership, and building chip production lines with non-US technology is not the current direction of consideration.
But Zhang Zhongmou has been opposed to building a factory in the US, saying that we are too naive to build a factory in the US, the cost is high, and even TSMC will fail to build a factory in the US.
As a result, TSMC still went to the United States to build a factory with 280 billion yuan.
TSMC has held a relocation ceremony in the United States, and said that it will invest 40 billion US dollars to build a factory in the United States, equivalent to about 270 billion yuan, and the construction will be divided into two phases.
The first phase is a 5nm chip factory under construction. After completion in 2024, it will directly produce 4nm chips; the second phase will build a 3nm chip production line, which is expected to be built and put into production in 2026.
Zhang Zhongmou also said that TSMC will transfer 50% of its production capacity to the United States, and has already begun to organize personnel and related equipment to go to the United States.
That is to say, in the future, TSMC will produce more chips in the United States, mainly based on advanced technologies such as 4nm and 3nm.
But this will inevitably increase TSMC's cost of manufacturing chips, which is expected to exceed 50%. Both Zhang Zhongmou and Wei Zhejia agree with this.
However, after TSMC went to the United States for 280 billion US dollars, TSMC also made a decision of 32 billion US dollars to build a more advanced chip production line. According to
news, TSMC has started to build a 2nm chip factory in Taiwan Province, planning to invest more than 20 billion U.S. dollars, and will start trial production in 2024 and mass production in 2025.
Liu Deyin said that TSMC will obtain the High NA EUV lithography machine in 2024, which is mainly used to produce chips with a process of 2nm and below.
In addition, TSMC has also decided to build a 1nm chip factory in Taiwan Province, and has selected the headquarters of TSMC. It plans to invest more than 32 billion U.S. dollars, and the mass production time may be after 2027.
This means that Liu Deyin really thinks far ahead, and still keeps the most advanced chip production line in Taiwan Province. There are two main purposes.
First of all, TSMC must maintain its technological leadership.
TSMC can become the object of invitation from all over the world, because TSMC's chip manufacturing technology is the world's leading, especially in terms of production capacity and yield rate of advanced technology chips, and Mei also takes a fancy to this.
So many manufacturers place chip orders to TSMC, provide TSMC with preferential factory construction policies, and even give TSMC some special powers.
TSMC has built 2nm and 1nm chip factories in Taiwan Province, which can better develop this technology. On the one hand, it is because of cost advantages and a complete supply chain; on the other hand, it has a large number of chip technology talents.
Zhang Zhongmou once made it clear that the United States has lagged behind Taiwan Province in terms of chip technology talents. With the dual promotion of supply chain and talents, TSMC can better develop more advanced chip technology.
Secondly, TSMC’s overseas factories are two generations behind.
TSMC has always been two generations behind TSMC’s most advanced technology when it builds factories in overseas regions. This is also to protect TSMC and promote better development of TSMC.
Although TSMC started to build a 3nm chip production line in the United States, it will not start production until 2026. By then, TSMC will mass-produce 2nm and other process chips, which is still far ahead of factories in other regions.
What's more, TSMC keeps the most advanced factory in Taiwan Province. Due to the low manufacturing cost, it can obtain more profits and better shipments. More profits and more orders can promote the development of technology .
The chairman of PSMC said that TSMC manufactures chips in Taiwan Province and ships them internationally, which makes higher profits, which can be better invested in the research and development of advanced technology. That's why
said that after 280 billion went to the United States, TSMC made another decision of 32 billion US dollars.