The chip war that stirred up the global situation, on December 6, when TSMC founder Zhang Zhongmou, US President Biden and Apple CEO Tim Cock (Tim Cock) attended the "First Batch of Equipment Arrival" at TSMC's (2330) Arizona new factory. Factory (First tool-in)" ceremony, to compete for advanced semiconductor-based world situation, officially opened a new chapter.

On the eve of the ceremony, Arizona Governor Doug Ducey posted a photo with TSMC Chairman Liu Deyin on his personal Twitter. On the day of the ceremony on the 6th, TSMC announced that it will carry out the second phase of the project, which is expected to be completed in 2026 and introduce a 3-nanometer process. The first phase of the project completed in 2024 will use the N4 process, with a total investment of up to 40 billion US dollars and an annual output of 60 10,000 wafers, the market value of terminal products exceeds 40 billion US dollars, and can create 10,000 high-paying job opportunities.

There are still many problems behind TSMC's establishment of a factory in the United States, which has triggered the "de-Taiwanization" of semiconductors in China. One of them is the "lack of interest" in TSMC's supply chain. TSMC has more than 3,000 supply chains around the world. According to the public opinion document issued by TSMC to the U.S. Department of Commerce regarding the U.S. Chip Act on November 14, in addition to seeking the maximum subsidy for its own factories, it also actively advocates for suppliers. Enlist the support of the U.S. government.

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At present, it is confirmed to follow up the supply chain of TSMC to set up a factory in the United States, mainly focusing on what is lacking in Phoenix City, including silicon wafers and precision chemicals, including Li Changrong Chemical, Changchun Chemical and Sunlit Chemical, and just on December 1 Universal Semiconductor (6488) has broken ground on its silicon wafer fab.

Although suppliers are not willing to follow up, Yang Yingchao believes that the impact will not be great. "After all, what the United States lacks is TSMC's advanced manufacturing process, including 5nm and even 3nm. As for other supply chains, even downstream packaging The United States itself has a certain scale.” Yang Yingchao, who once served in IBM’s New York fab, said that Samsung also has a fab in Texas. The advantage of Arizona is that the land is much cheaper than California, and TSMC’s Asia The Arizona plant covers an area of about 445 hectares, which is equivalent to 17 Daan Forest Parks.

Yang Yingchao, who moved his family to the United States 40 years ago and has lived in Phoenix, Arizona for more than 20 years, said, "Intel's fab is across from my house. In fact, the semiconductor supply chain in Phoenix is quite complete, so TSMC's suppliers don't come here. To set up a factory, either use local suppliers, or directly transport it from Taiwan by air, which can be solved, and basically will not affect TSMC’s future production.”