There is a huge shortage of automotive chips in the world. Germany, Japan, the United States and other countries have turned to Taiwan for assistance, hoping that chip manufacturers such as TSMC will increase the production of automotive chips. This is caused by Trump’s sanctions against SMIC in the past. Under multiple restrictions, there is a large shortage of automotive chips.
Japanese media recently wrote an article and commented that the United States suppressed Japan and made TSMC bigger. In the 1980s, in order to resist Japan’s monopoly of the semiconductor market, the United States created a new business model “horizontal division of labor” and dumped production of small added value to Asia. Unexpectedly, TSMC, born under this background, gradually possessed unexpected strength. The United States is also disturbed.
Zhang Zhongmou, the boss of TSMC.
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“Nikkei” recently wrote an article titled “TSMC’s Power Arouses U.S. Anxiety” and pointed out that in the context of a severe global semiconductor shortage, many governments through the Taiwan authorities requested TSMC to assist in increasing production. The movement of one company affects the world. Very rare. This is because TSMC has a strong strength. Global semiconductor production is now gradually concentrated in TSMC. Large companies such as Apple, Qualcomm, and Sony go to Taiwan every day to try their best to include TSMC semiconductors in their products because this will affect the products. performance.
Regarding TSMC becoming so powerful, “Nikkei” recalled the war between Japan and the US in semiconductors. The report pointed out that in the 1980s, because Japanese companies could not bear to monopolize the global semiconductor market, the United States and Japan had severe trade frictions. Finally, the “Japan-US Semiconductor Agreement” was signed in 1986, which raised the price of Japanese semiconductors and forced the United States. Enterprise’s share.
The report pointed out that the United States began to devote itself to the development of a new semiconductor business model “horizontal division of labor”. It mainly wanted American manufacturers to focus on upstream design and development, instead of owning factories, and instead dumping huge investment but small value-added production to Asian companies. In this context, TSMC was born in 1987.
As the United States promoted the “horizontal division of labor” model that year, TSMC received production orders one after another and quickly entered the growth stage. After the advent of smart phones, this trend accelerated further. TSMC invested huge amounts of funds obtained from OEMs into the research and development of manufacturing technology. , It has further brought OEM orders, formed a virtuous circle, and greatly enhanced the sense of existence; now, unknowingly, the companies that can produce cutting-edge semiconductors are TSMC, Samsung Electronics, Intel and other three companies.
According to the report, the U.S. relied on the “horizontal division of labor” model to promote factory-less operations and gave birth to powerful companies such as Qualcomm and Huida. However, the result of shifting production to Asia was the deepening of the division of labor. TSMC has unexpected strength. Now the U.S. I also feel uneasy, and under the confrontation between the United States and China, TSMC’s sense of existence has further increased. The United States is now desperately pulling TSMC to invest in the United States on the grounds of security. This move is “ironic.”
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The report concluded that 35 years after the “Japan-US Semiconductor Agreement” was signed, the United States used sanctions against SMIC to put pressure on mainland China, which resulted in an unprecedented global semiconductor shortage, which led to an increase in TSMC orders and plans to increase production in Nanjing. Industry history shows that every time the United States provokes an incident, it will break the balance. With TSMC as the center, the chaos continues.”
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