The recent news that TSMC will set up a second factory in Arizona has become a hot topic in Taiwan, and the media on the island are very worried about TSMC's potential to become an American company. According to global network citing a report from the US " Wall Street Journal " on November 9, an unnamed person familiar with the matter revealed that TSMC is preparing to invest an additional tens of billions of dollars to build another factory in Arizona, USA. Produce 3nm process wafers .
and according to the island's media reports, just a few days ago, in order to participate in the establishment ceremony of TSMC in Arizona, the United States in December this year, a charter plane carrying chip production equipment and related technicians flew to the United States, and There will be 10 charter flights like this, and there will be some very important supply chain manufacturers in addition to TSMC's technical staff and production equipment on these 10 charter flights. The name they gave is to go to the United States to participate in the opening ceremony of the Arizona new factory in early December this year. According to local media reports, the US$12 billion to be reinvested in the United States is not a small number, it is equivalent to 1/3 of TSMC's annual capital expenditure.
Therefore, in the face of such a large-scale investment by TSMC, the media and public opinion on the island are worried that TSMC is going to package its entire industry chain and send it to the United States. For such a big move by TSMC, the Kuomintang is also anxious.
On November 9, when Wang Meihua, the head of the island's economic department, went to the legislative department for questioning, Li Guimin, a "legislator" of the Kuomintang, directly questioned her: Last week, TSMC's complete machine personnel were exported to the Arizona factory in the United States, and she was concerned about the crisis of talent exodus. .
Wang Meihua responded that this is only the situation of an individual company, and the economic department is not clear, but if TSMC goes to other places to set up a factory, whether it is going to the United States or Japan, it is bound to have the support of engineers from Taiwan, otherwise it will be impossible to operate with foreigners. Li Guimin further asked, TSMC's overseas investments all need personnel. Does it mean that the talents cultivated by Taiwan's universities have to serve others? Li Guimin directly pointed out that this is clearly to "hollow out" Taiwan's talents.
and Wang Meihua argued that in addition to TSMC, many manufacturers are also conducting international deployments, and Taiwanese talents will go to various places. TSMC set up factories in other places. In addition to hiring local people, it also requires the cooperation of some TSMC internal engineers. In this regard, Wang Meihua directly stated that this is just a normal phenomenon. Li Guimin further questioned: "Which countries are we going to help train semiconductor talents?" Li Guimin asked the island's economic department on the spot to provide an assessment report on the impact of brain drain on Taiwan.
In fact, Li Guimin and many media on the island are very logical to worry about TSMC going to the United States to set up a factory, because the United States' ambitions for the semiconductor industry in Taiwan are well known, and it has always wanted to let TSMC set up factories in the United States, Production of related chips and other methods to achieve the purpose of keeping the entire semiconductor industry chain in the United States, so that the United States can fully control the global semiconductor industry.
The island's media published an article on November 9 exposing that the U.S. government used various threats to move the semiconductor industry chain of South Korea and Taiwan to the United States, thereby realizing the Americanization of chip manufacturing.
, but the U.S. agency has exhausted the calculations, and I am afraid that it will end in failure in the end. In late October, the British " Financial Times " published an article with the title "TSMC and Technology Cold War ". This article starts from Pelosi on the stage in August, and talks about an undisclosed itinerary, that is, Pelosi met with two high-level executives of TSMC- Liu Deyin and Zhang Zhongmou .
At the time, TSMC founder Zhang Zhongmou told Pelosi directly that the U.S. effort to rebuild its domestic fab industry was "doomed to failure." The British "Financial Times" analyzed that there are three main reasons for Zhang Zhongmou's pessimism: First, it is difficult for the United States to recruit enough chip engineers locally, and poaching people from Taiwan has become an inevitable choice. However, the average annual salary of TSMC engineers in the United States is about $118,000, which is lower than the average salary of Intel of $128,000, and is also lower than the salary of the same job in the island. two isThe cost of manufacturing chips in the United States is 50% higher than in Taiwan. The third is that the relevant industrial chain and supply chain of the United States do not have advantages, and its chip policy will also lead to a substantial shrinkage of the mainland market.
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