Aug 03, 2022
In General Discussions
ASML with advanced yellow light EUV machines. This also highlights that in such a capital-intensive semiconductor industry, the material law ring can be recycled and copied in a short period of time if it has money and channels. However, the long-term talent development of fabs is difficult to achieve overnight. TSMC's response to the Trump administration's US manufacturing policy may be able to make up for the dilemma of Taiwan's lack of new semiconductors. It is indeed a way of killing two birds with one stone. However, the highly automated level of today's 12-inch fabs has long made whatsapp database the scene of on-site workers who used to wear clean clothes endure working hours, hold meetings, and chase goods into history. It is replaced by a more advanced, less high-tech cool factory. It can be said that in today's semiconductor factories, there are only people who "solve complex problems" on the R&D, process, and equipment sides. As for the operators who maintain the basic operation of the factory on weekdays, they can almost only be described as "gateway". Since the direct "middle-class" job opportunities brought by TSMC's American manufacturing are quite limited, the short-term investment recovery and production capacity benefits that Taiwan and the United States "can see and eat" are not amazing, and may even lose Huawei's market pie. So why did TSMC fall into the trap of seemingly choosing sides? Even well-known analysts are persuading TSMC to "fuck" the United States with false feelings? Regarding the development of such a critical event, we believe that we should no longer fall into the dualistic cognitive framework and make a narrow interpretation. In addition to suppressing Huawei/China's cyber aggression, we believe that behind the cultivation of global talents, the long-term pursuit of the universal value of truth, goodness and beauty and the cultivation of personality is the part that the United States wants to use the "