Morris Chang regretted!

Recently, Morris Chang suddenly stated that TSMC will build more factories in the United States. After 5nm, there will be 3nm chips, and 50% of its production capacity will be transferred to the United States. In addition, TSMC has already started to charter flights to transport some employees to the Phoenix factory. In the future, there will be more charter flights to transport more technical employees and precision equipment to the US factory. In this regard, some media said that Morris Chang took off his mask, and TSMC also officially took action.

It will not only expand the scale of building factories in the United States, increase the monthly production capacity of 5nm chips from 20,000 to 22,000 pieces, but also invest more than one billion US dollars in the construction of high-end wafer factories. In my opinion, TSMC's recent actions mean that Ren was right in the first place. Why is that? OK, let's move on to today’s topic.

[stephentan]

The most significant factor is US' production cost is too high and thus, renders US-made chips more expensive and less competitive.

[timothyrockwell]

Having worked in a Japanese owned factory in the US, I'd be surprised if the new TSMC factories don't have constant problems with production. The Japanese have had a lot of issues with American workers and their ability to maintain quality and keep up with production numbers. If Chinese workers are anything like Japanese workers, American workers won't be able match the dedication, skill, and precision of Chinese chip workers. The only way these US plants will succeed is if TSMC is prepared to keep sending over workers for decades to micromanage and fix the mistakes of their American counterparts.

[kokwahcheah]

Huawei will prevail. Chinese chips will flood the world... 😅😂🤣

[emelitaleh]

Fool me once, shame on you... Fool me twice, shame on me...

[KennyL]

TSMC is in an unenviable position. If it doesn't produce chips in America, it will die. If it starts producing chips in America, it will also die. TSMC building factories in America is a way to delay the final moment. It is literally buying time and hoping the geopolitical madness will go away. It is a gamble to survive the madness.

[Truthseeker]

Huawei with all their talented engineers and researches will eventually break through the 1 nm semiconductors. China has the population and the market and will be so much cheaper than the American chip semiconductors. US might have to sell their chips 10% like before.

[alanx]

Morris Chang flip flopping. He is a biz man, he smart & knows where to “put one's money where one's mouth is”, going with the world most powerful country….one that has been going down.

[GILLYENTERTAINMENT]

TSMC in America would not be business as usual. It won't be economically viable.
The Huawei ban is a game that will be played twice.
Huawei will be the winner.

[wulung]

Invest high end chip production in a shrinking maket in uncompetitive high cost USA will bankrupt TSMC

[charleslee]

TSMC has no choice. It has saw the writings in the wall and knew that the Chinese market is lost. In time, as the Chinese dominate the chip market, it will only have the US market left.

[masterkoi]

Huawei was already in the process of developing it's own chip foundry equipment. Which I believe they will revealed soon

[shuilong]

Consumption is the purpose of Production.

[tanck]

One step to colonise TSMC, T become USA sooner...

[ahjotco]

Future TSMC might only serve the smaller U.S. market while Wahwei would continuing its global markets. After all, China universities produce over a million engineers every year for more future research and development of talents.

[charttrakarn]

It will take a little more time. But China will be there.

[masterkoi]

Morris Chang wasn't an engineer, he was just a businessmen. TSMC was just a chip foundry, in short they are just manufacturer. Huawei on the other hand was related in the field of software development, communication technology, hardware development etc... Hisilicon of Huawei was chip company which was tasked on designing chipsets like the Kirin chipset.

[marethmok]

Patient and fighting for Chinese Technology Hoa Wei 🤙

[pramuanchutham]

Morris was caught between a rock and a bottomless pit...he decided to jump into the pit, head first!😮

[edgarjohnston]

At least he managed to get the squeezing pressure on his balls reduced.

[naserkmbify]

China should focus and manufacturer their own chips, this is competition, United States has the right to block sales to china, simply they donot want china to have the edge therefore it is up to china to invest in r&d and develop their own high end chips 5&3 nm .