TSMC has returned to the mainland market, and the American approach has disappointed it. Foreign media: This is a showdown

TSMC’s attitude has changed a lot recently. It has mass produced 3nm process in Taiwan, China, China, and expanded 28nm process capacity in Chinese Mainland, which shows that it is shifting its focus back to the Asian market, especially the rapidly developing market in mainland China.
TSMC has returned to the mainland market, and the American approach has disappointed it. Foreign media: This is a showdown
TSMC once made a sincere commitment to the United States. The United States asked it to hand in confidential data, and then asked it to set up a factory in the United States. It did all this, and even planned to build a 3-nanometer factory in the United States, with an investment of up to $40 billion. However, the United States finally disappointed TSMC.
The huge subsidies promised by the United States were only US $3.9 billion, accounting for less than 10% of the total investment of TSMC in the United States; TSMC had thought that after setting up a factory in the United States, American chips would treat it favorably. However, American chips were slashing orders, and they also refused the request of TSMC to increase the price. The increased costs were entirely borne by TSMC.
American investment institutions once expressed support for TSMC. However, as TSMC accelerated the mass production of the 5-nanometer factory in the United States, Buffett, a well-known American investor, quickly sold off his 90% of TSMC shares, and other American investment institutions also sold off, leading to a sharp drop in TSMC’s share price, which made Zhang Zhongmou furious.
Faced with the ingratitude of the United States, TSMC quickly counterattacked and hyped the mass production of 3 nanometers in Taiwan, China, China, which had never happened before. This represents that TSMC focuses on Asia; TSMC is also expanding its 28nm production capacity in Chinese Mainland, which shows that the introduction of TSMC has begun to attach importance to the Chinese Mainland market again. Therefore, foreign media believe that TSMC is showdown with the United States.
TSMC has returned to the mainland market, and the American approach has disappointed it. Foreign media: This is a showdown
TSMC’s return to the Asian market is also related to the current changes in the global chip market. For many years, American chips have dominated the global chip industry, accounting for as much as 70% of the global chip market. However, the share of American chips in the global market has fallen below 50%, indicating that American chips are not as bullish as before.
Even American chips have shown a decline. Since 2022, American chips have been plagued by inventory. In order to sell chips, American chips have been sold at a large scale, with a price reduction of up to 90%. The chips that were previously bought at 200 yuan are now as low as 20 yuan, which is still difficult to sell. The performance of many American chip companies has halved and even suffered losses.
The dilemma of American chips lies in the rise of Chinese chips. Since 2019, the United States has frequently targeted Chinese chips, but Chinese chips have not been greatly affected by this, but have stimulated the potential of Chinese chips. In a few years, Chinese chips have broken many gaps and met the domestic chip demand. The chip self-sufficiency rate has risen to 30%, and Chinese chips are still developing rapidly.
On the one hand, American chips are overbearing, and still speak hard at the time of recession; On the other hand, the chips in Chinese Mainland are thriving and developing rapidly, and TSMC naturally can see where it hopes to be, so it chose to return to the Asian market and began to further bet on the Chinese Mainland market; Another reason for TSMC to do so is that it hopes to leverage chips from Chinese Mainland to balance American chips. Being too constrained by American chips has led it to risk losing its bargaining power.
TSMC has returned to the mainland market, and the American approach has disappointed it. Foreign media: This is a showdown
The return of TSMC to the Asian market is mainly based on interest considerations. The development of Chinese chips still depends on independent research and development. Only if the strength of Chinese chips is strong enough to achieve self-reliance and self-reliance, can they not be controlled by others. It is not a long-term plan to expect TSMC. Now China’s largest chip manufacturing enterprise has expanded its 28-nanometer capacity, and it can be expected that the dependence of Chinese chips on overseas will gradually decrease.