Zhang Zhongmou pointed out that the backward persons in mainland China may still need a few years to have the opportunity to reach the technical threshold for TSMC, and some of the reason is that no operators will sell their leading technology.
Morris Chang, Chairman of the Chip Operation, Reeds to Bloomberg News Society, the construction and equipment of the 3NM process wafer factory planned by Taimen Electric, will cost more than 20 billion US dollars.
TSMC announced last week that the world's first 3NM wafer factory will be built in the Tianan Science and Technology Park in the south of Taiwan, and plans to build a wafer factory in other places outside the US or Taiwan. TSMC did not give the completion schedule of this wafer factory, but revealed that it would build a 5 or 3NM factory in 2022.
Zhangzhongmou Zhang Zhongmou
Since the announcement of the 3nm process last year, TSMC has been assessing the new plant site, and even incorporates the United States into consideration, but after Taiwan promises to solve the related problems such as hydropower, it also consistent the importance of the Taiwan economy. TSMC finally Announce the new plant will fall in Taiwan. Lin Wei, Director of Nanke Management, said that all units have committed to assist in solving the problem of five lack, short-term, lack of water, lack of land, lack of people, and ensure that they will be provided as scheduled, if all goes well, Construction in the first half of 2020.
"Wait until we have completed, wait until we have achieved all the required capacity, I think we may spend more than $ 15 billion," Zhang Zhongmou said in an interview at the headquarters of Hsinchu, "This is just a conservative estimate. Safety said, may spend To 20 billion US dollars. "
At the same time, the retirement plan announced last Saturday, Zhang Zhongmou, also told Bloomberg, TSMC will increase capital expenditure from 10 billion US dollars to $ 11 billion to keep up with technical updates.
Continent needs to reach Tiesye's threshold for several years.
Wafer foundry needs a huge early investment in capacity and technology. And China's mainland will soon join the column of the competition soon. Including semiconductor operators such as SMIC and Tsinghua Ziku Group are competing for expansion, Zhang Zhongmou said that this may lead to a situation in overcapacity.
However, Zhang Zhongmou also pointed out that the backward persons in mainland China may still need to have the opportunity to meet the technical threshold of TSMC, and some of the reason is that no operators will sell their own leading technology.
"The strategy of mainland China's development semiconductor industry will reach some degree of success, but may not be the success of the government," Zhang Zhongmou said that mainlanders can make capacity in mature, but there is a risk of excessive supply, however Advanced technology "technology is not available for money."
After retiring, play the bridge, travel
Zhang Zhongmou was announced in the reporter meeting of retirement Monday that the future of the revenue is about 5% -10% per year in the future, and the estimated growth is close to 10% in 2017. It means that this year's income growth will be lower than 12.4% in 2016 and 11% in 2015. The company announced on Friday, and the annual revenue of September was 1.3% to 88.58 billion yuan.
It is expected to attract the expectations of the 10th anniversary of the iPhone, and the TSMS has risen 24% this year. According to Bloomberg Billion Guohao Index, Zhang Zhongmou's price is also a $ 1 billion club. According to the Taiwan Stock Exchange as of the end of August, Zhang Zhongmou holds a shares of 0.48% of the Tower.
With the more and more equipment such as cars, home appliances, they can connect the Internet, and emerging Internet of Things chip demand will be a TSMC's next growth momentum. However, a helmsman who gave birth to this company will absent this battle, he will leave the rest of your life to your family, and the primary is to complete the autobiograph.
"I still love my work, but I can't live longer," Zhang Zhongmou said, "So I want to keep the rest of my life to myself, regain my hobby, like a bridge and travel."
Original link: https://www.eeboard.com/news/tsmc-6/6/6/6/6/
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