Author: Li Wenyi Researcher: Zhang Fangyu Producer: Wu Zhongjie
1. The first charter flight from TSMC arrived in Phoenix, and nearly 300 workers were sent to the United States. How will it change the global semiconductor industry and affect the fate of Taiwan in 20 years? If Taiwan does not go, the opponent will go too! An analysis of the pros and cons of the National Mountain Preserve in the United States.
2. The four great states of the United States are competing for it with all their might! Plant No. 21, which grew from the desert, and 4 suppliers gathered in a railway town… Let’s look at the key investment map first.
3. An exclusive interview with the former US Under Secretary of State and TSMC pusher in the US, explaining how the revival of semiconductors in the US will affect the domino effect of the competition and cooperation between the US, China and Taiwan.
4. An acre of land costs only one dollar, and the cost of building a factory can be as high as 10 times! Do not focus on subsidies to fight for an international plan only. The current situation of mining “Crystal” by Taiwanese businessmen, which is the first to go to the United States has been made public.
In early November, a group of TSMC employees moved with their families and dogs, boarding the plane at 1:35pm to Phoenix, USA. This is the first charter flight to send a large number of workers to the United States since TSMC invested in the Arizona plant. Furthermore, in the next few months, there will be 6 chartered flights to send a total of more than 1,000 engineers and their families to the United States.
They are not only the main force of TSMC’s Arizona plant, but also the key talents in the “crystal” battle in the United States to revive the semiconductor century.
With the White House supply chain security report, the passage of the chip bill, and the release of subsidies one after another, from TSMC to Samsung, all of them decided to invest more in the United States, Germany’s Merck and other major equipment and materials must for manufacturers to follow suit to expand their services in the United States. So far, the big four semiconductor giants TSMC, Micron, Samsung, and Intel alone have invested more than NT$2.6 trillion in the United States.
In order to record the “Crystal Rush” that affects the competition between the United States, China, and Taiwan, and will affect the fate of Taiwan in the next 10 or even 20 years, Shang Zhou’s interview team set foot on what is called Arizona. “silicon desert” in advance. Silicon Desert) “first level theater.
TSMC has sent the latest batch of “miners” to produce chips for the United States. The “pool” that is about to mine crystals is TSMC’s 21st son in North Phoenix. This new factory, which is still under construction, has a total base area equivalent to a quarter of that of Nanke, Taiwan. It is a “huge landmark” in the mouth of local residents. It is said that the “first batch of machines and equipment arrived at the factory ceremony” in early December, US President Biden may personally attend the platform.
Under the backing of the US government, this no-fail plan has become a craze for a “once-in-a-lifetime opportunity” in academic circles and the American semiconductor industry.
However, this wave of enthusiasm is not limited to semiconductors, but has spread to campuses, real estate, and the catering industry, and even mattress salesmen want a piece of it!
According to the survey, the median house price in Phoenix’s Everbright area has recently risen from US$290,000 in 2020 to nearly US$450,000 this October; in addition, he has also reversed the fate of an entire town, turning a vast wasteland. construction project, large construction investment places.
According to the Phoenix City Government’s analysis, the first phase of the TSMC fab will generate an investment return of US$38.2 billion (about NT$1.2 trillion) for the city within 20 years, which is equivalent to 16% of the city’s annual output in 2020. value.
The Greater Phoenix Economic Development Promotion Council (GPEC) also estimates that the plant will create nearly 4,300 direct and indirect job opportunities within 10 years, equivalent to increasing the number of semiconductor jobs in the region by 20 another %.
In addition to Arizona, this crystal rush has already spread to Ohio, Texas and other states. The United States is experiencing an unprecedented semiconductor reflow movement. The difference from the past is that the hands of the US government can be seen everywhere this time, stoking the fire vigorously.
With the decision of the United States, although it is impossible to say that it will ultimately lead to victory, it is clear that it will definitely affect the world’s semiconductors, and even the fate of Taiwan.
Keith Krach, former undersecretary of the US State Department and champion of TSMC for the US, bluntly stated in an exclusive interview with Shang Zhou that the end result of this wave of surge is: “China is the loser , and others are the winners.” Why. He thinks that Taiwan can only be protected by producing advanced semiconductors in the United States? If even the most advanced semiconductor manufacturing processes are distributed to the United States States, Taiwan’s irreplaceable will be reduced relatively Why Taiwan’s advantages still outweigh the disadvantages? In addition to semiconductors, how should real estate, banks, and liquor stores mine “crystal” mines? Perhaps the “Inefficiency” will be a new opportunity for Taiwan factories? In the battlefield where you have to go, how to use long-term thinking to win to the end? This edition of the report will contain a special article for analysis detailed.
※ For the full text, please refer to Issue 1827 of “Business Weekly”.
※ This article is published with the authorization of Business Weekly, and reprinting without permission is prohibited.
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