All the way west! TSMC has chartered another plane to the United States

Recently, the successive reports have made the TSMC power station on the cusp of the storm.

On November 21, when Zhang Zhongmou, founder of TSMC, attended a press conference in Taiwan, he officially confirmed that TSMC's 5nm wafer factory in Arizona will hold the first batch of machine equipment entry ceremony on December 6, which means that the factory has been partially completed. This will be the most advanced semiconductor manufacturing process in the United States.

After the first charter flight in early November, TSMC's second charter flight also flew to Arizona recently. It is estimated that there will be six flights in a few months, transporting a total of 1000 engineers and their families, which was called "TSMC Shock" by Chen Fengxin and other well-known media. Is it to give up advanced technology and talents? What chain reaction will this cause? Is there any future for TSMC?

Semiconductor is "de Taiwan" and TSMC is being emptied?

Recently, Zhang Zhongmou, founder of TSMC, said at a press conference in Taiwan that the 3nm wafer factory will be located in Arizona after the 5nm wafer factory.

As soon as this speech was made, it immediately attracted great attention from the semiconductor industry.

This front office authority has repeatedly declared that semiconductor chips with a 3-nanometer process will not be transferred to the United States. Now they have successively gone to the United States to build factories. Some media reported that this batch of engineers chartered flights to the United States is just the beginning.

With the arrival of the first batch of machines and equipment of Phoenix 5nm Factory in early December, Wei Zhejia, president of TSMC, said that the 7nm manufacturing process originally planned to set up a factory in Kaohsiung would be "temporarily postponed". The semiconductor industry involves a huge amount of investment, so it is obviously impossible to invest in the United States without affecting and impacting TSMC's layout in the island.

Taiwan media said frankly that "TSMC's investment will move the entire industrial cluster to the United States". For decades, TSMC has been outstanding in the industry, attracting outstanding talents from the first-line science and technology universities in the island, and achieving this unique global chip OEM capability. Therefore, thousands of top engineers went to the United States, which was also regarded by some public opinions in Taiwan as TSMC's "tunneling" of Taiwan.

Obviously, as the leader of modern industry, TSMC has become the target of all countries. The United States, Europe and Japan have actively attracted TSMC to set up a wafer factory there. In particular, the United States has made great efforts and achieved the most remarkable results: TSMC promised to build a 5nm factory in the United States less than two years ago, and moved the most advanced 3nm wafer factory to the United States.

Netizens questioned that if advanced manufacturing processes were moved to the United States, Taiwanese talents would also send them to the United States, bringing their families and pets with them. Is that love for Taiwan?

Although the industry has different opinions on this, perhaps for TSMC, this move may be more based on practical considerations.