On April 8, TSMC and the U.S. Department of Commerce announced the signing of a non-binding preliminary agreement. TSMC will receive up to $6.6 billion in direct funding and up to $5 billion in loans under the U.S. Chip and Science Act. Phoenix is ​​building a third wafer foundry to produce 2nm or more advanced chips by 2023.

According to Taiwan media reports, TSMC's Arizona plant will delay mass production from 2024 to 2025。There are divergent views on the reasons for the lagging progress of plant construction in the United States.。According to professional analysts, union resistance in the U.S. is only one of the problems, as well as other reasons such as increased costs and a lack of experience in fab building audits by local government regulators.。Earlier, Yang Yingchao, chairman of Cokland Capital, had said that TSMC's biggest problem was that its employees were not acclimatized, and that TSMC treated Phoenix as a Hsinchu industrial park, but that Phoenix's employees were not on the move, and that the overtime culture made Americans unaccustomed.。

Despite warnings from U.S. industry officials about high costs, Vietnam is in talks with chip companies with the aim of boosting investment in the country and possibly building its first chip manufacturing plant, according to media reports.。Vietnam, which already has Intel's largest semiconductor packaging and testing plant in the world, is working on a strategy to attract more semiconductor investment, including from foundries focused on making chips.。The head of the Vietnam office of the US-ASEAN Business Council revealed that it had held meetings with six US chip companies in recent weeks, including meetings with fab operators.。But reveal specific company names as talks are still in preliminary stages。One chip executive, who declined to be named, said the talks with potential investors involved U.S. semiconductor foundry manufacturers GlobalFoundries and LIC.。

According to media reports, regarding the ban on chip exports to mainland China, the United States is updating the list of "verified end users."。The United States will indefinitely extend the exemption of South Korea's Samsung and SK Hynix from export control measures on semiconductor-related equipment to mainland China, and TSMC will receive a one-year exemption.。TSMC said on the 13th that it has been allowed to continue operations in Nanjing, and at the same time, at the suggestion of the United States, it is applying for an indefinite exemption for operations in the mainland.。Based on the recommendations of the U.S. Department of Commerce's Bureau of Industry and Security, TSMC is expected to obtain an indefinite exemption by completing the application process for "verified end-user" authorization.。

Is it a good thing or a bad thing for TSMC to build factories everywhere?？First go to the United States, the factory is built, the people are in place, it seems that everything is ready。Now it has gone to Germany again, TSMC has been revealed to have been officially approved to build a plant in Germany, focusing on 28nm capacity chips with a total investment of more than 10 billion euros, which will be TSMC's first plant in Europe.。As an enterprise, TSMC does have its helplessness, but the German plant, ah, may not go more smoothly than the American plant.。As an outsider, TSMC's U.S. plant hasn't opened yet, but the turmoil is one after another, the cost is high, there is still a shortage of people, and the people are not well managed.。Considering that the lack of skills of American workers will lead to delays in production, TSMC wanted to send someone from Taiwan to add a hand, but it was slapped by the old US, saying that TSMC was an excuse to bring in lower-paid foreign workers.。Although the latter clarification is a misunderstanding, but presumably life will not be better。And TSMC's German factories will also face labor shortages, even if the local in order to support manufacturers, the introduction of some subsidy policies, creating a lot of jobs, but the trend of Germany's aging population is really serious, which in the end who should fill the pit?？At this time, Germany is still evaluating the replacement of all Huawei equipment in the railway system.。The reason why Germany agreed to subsidize TSMC is that it also wants to transfer technology and talent, and transfer more production lines to the local market in order to reduce its dependence on Asian countries.。Not to mention BenQ's lesson, it's probably unknown whether TSMC's German plant will open on schedule.。