The United States has pulled off the FIG leaf, and this time TSMC may regret losing Huawei as a customer
Media recently reported that gm, ford, U.S. auto enterprises, respectively, on the grounds that the business needs required to build factories in the south Korean company LG chem, SK batteries battery core secrets, established after the related department has asked us to hand over confidential data such as samsung and TSMC, can say now has tore down the old beauty FIG leaf,In order to close the gap with Asian manufacturers in core technology, it took an unusual approach.Due to industrial shifts, the United States is still the world leader in science and technology, but it lags behind Asia in many advanced technologies.Currently emerging new energy vehicles, power battery technology is mainly mastered in Asia, China, Japan and South Korea are the world’s top three power battery production, the US new energy vehicle giant Tesla needs power battery is supplied by Panasonic, LG Chem and Ningde Times in Asia.With the rise of the new energy vehicle industry, the United States has deeply felt the consequences of not mastering the power battery industry. Tesla’s previous only power battery partner was Panasonic, but after Tesla decided to build a factory in China, Panasonic was not willing to follow, so Tesla joined the era of LG Chem and Ningde.Gm and ford as America’s two traditional auto companies, in the era of fuel car was defeated by the Japanese car company and a European car, now also hope that in the new energy automobile market, but is limited by a lack of power battery technology, this time in LG chem and SK battery factory in the United States need to rely on these two customers, after the two clients are cool,They will be forced to provide confidential battery data, a request that will be hard to refuse now that they are in trouble, and which could lead them to breed their own rivals in America.In addition to power batteries, the chipmaking industry has seen a similar scene.Much of today’s chip manufacturing capacity is in Asia, with Taiwan leading the world in chip manufacturing capacity, Followed by South Korea and China and Japan tied for third, with TSMC and Samsung leading the pack.At the REQUEST of the US, TSMC and Samsung had to hand over confidential data about their chip manufacturing, but the data were handed over to relevant US departments rather than companies. However, it is unclear whether such data will be obtained by relevant US companies such as Intel as the US is pushing to expand its chip manufacturing capacity.One of TSMC’s frustrations is that after losing huawei as a customer, it relies heavily on American companies.According to the results of TSMC, before 2020, huawei is the second largest customers, TSMC’s contribution to the revenue more than ten percent, plus other chip companies of mainland China has contributed more than twenty percent of income, but unable to huawei foundry TSMC, because some other mainland Chinese chip companies concern also reduced the order,As a result, mainland China now contributes about 6% of its revenue.As mainland Chinese chip companies contribute less revenue, the share of revenue contributed by US chip companies has soared. It is said that 70% of TSMC’s revenue now comes from US chip companies, so it is not surprising that TSMC had to comply with us demands to hand over confidential data and set up factories in the US.Thus it can be seen that for Asia these advanced science and technology enterprises, rely too much on corporate America seems to be not good, once they become the main source of income of the enterprise, the enterprise tends to put forward some requirements, beyond affect the long-term development of the enterprise, if there are other parts of the customer can provide enough income, enterprise can balance the United States,Then advanced technology companies can get more initiative.