Chapter 333 Wave (Part 3)
Taiyuan Island.
TSMC headquarters in Hsinchu Industrial Park.
Even after retirement, Morris Chang still has a strong influence at TSMC.
At this time, he participated in the management meeting as a special consultant.
Listening to the discussion of the management, Morris Chang remained silent. He knew very well the troubles TSMC was facing today.
North American capital forces took advantage of the stock market crash to purchase a large number of TSMC shares at low prices. Currently, the shareholding ratio of Wall Street financial consortium has risen to an absolute controlling level of 67%.
At this point, it is a foregone conclusion that the Wall Street financial consortium will ask TSMC to open a chip factory in North America.
After all, the Wall Street financial consortium has absolute control over TSMC at this time. Even though they have repeatedly explained the difficulties of relocating to North America, Wall Street has still not given in.
Now the management is at a loss and hopes that Morris Chang can come forward to persuade Wall Street .
But who is Morris Chang? He is the old coin who broke the backbone of SMIC. Wall Street's plot is already obvious, and there is no point in opposing it now.
'Globalization is dead,' he sighed .
He flipped through another document in his hand, which was news about the cooperation between Glory Company and Sapiens Company.
In order to cope with the blockade of Huawei in the chip industry by Europe and the United States, Huawei has previously sold Honor mobile phones.
The so-called cooperation this time is just Honor Company's attempt to leverage its strengths to force Europe and the United States to lift the blockade of semiconductors, so as to introduce optoelectronic chips to replace some traditional electronic chips.
According to the cooperation agreement announced by both parties, Honor plans to entrust at least 33% of its mobile phone chips to Nanyang Electronics for production, including the most important mobile phone CPUs and storage.
Morris Chang has seen the huge crisis, and in the style of Sapiens, he is definitely planning how to attack the North American chip system.
Although he is retired, he is not oblivious to what is happening outside.
Recently, the Intelligent Company has launched a strong attack in the iron ore-steel industry, and the grain-feed-edible oil industry, but its attack has been extremely ruthless, launching an all-round crackdown on ABCD, BHP Billiton, Rio Tinto, and Vale.
That ferocious style was nothing like the previous commercial wars where needles were hidden behind cotton balls, but rather it was a mad attack with a butcher knife.
The semiconductor industry at that time happened to be one of Sapiens' advantageous industries. After Sapiens launched optoelectronic chips, he had been paying close attention to the related technologies of optoelectronic chips.
They disassembled the optoelectronic chip from the purchased Pineapple mobile phone and conducted a comprehensive study.
Through these studies, Morris Chang discovered that although the optoelectronic chip technology of Sapiens was only 100 to 120 nanometers in terms of process, its hexadecimal switching mechanism, plus the speed of photons, energy consumption, single-channel mixed light and other technologies, all brought about qualitative changes in optoelectronic chips.
Although Zhiren’s optoelectronic semiconductors are incompatible with traditional electronic semiconductors, this incompatibility is relative.
For example, for Honor’s mobile phone chips, Nanyang Electronics can design a compatible converter specifically for Honor mobile phones.
Of course, Google can also use the Android system to control Honor.
But Morris Chang knows that Google absolutely dare not block Honor now because Honor now has two backup plans.
One is to go back to Huawei, the former employer, and use its Hongmeng system.
Another option is to find the Yemai Company of Homo sapiens and use their Fuxi system.
In fact, Honor is already using the Fuxi system, and the 33% of mobile phones that plan to use Nanyang Electronics chips will be equipped with the Fuxi system.
In this case, if Google forces Honor into a corner and the other party directly makes a comprehensive replacement, Google will be in tears.
This is also the reason why Morris Chang feels helpless and bitter.
North America is now in a dilemma. On the one hand, it hopes to bring manufacturing back to North America and revitalize North American manufacturing.
On the other hand, North America also knows that once the semiconductor industry in the Far East is withdrawn, the semiconductor market here will become the world of Homo sapiens companies.
Morris Chang has already felt the indecision of North America. They want to bring back manufacturing, but don't want to lose the market in the Far East. There is no such good thing in the world.
The current industrial war has entered a new stage.
Sapiens, America, the Far East, the European Union, and Russia are all fighting in this industrial war.
He looked at the management and sighed, "I will talk to Citigroup. I'll just do my best and leave the rest to fate."
"Mr. President! You must save the company! Once we move to North America, the company will be finished." The head of the marketing department looked miserable.
Morris Chang calmly ordered: "I will do my best. You should appease the company's technical workers first."
But the head of the HR department smiled bitterly and said, "Old President, many grassroots employees are already upset ."
Then he mentioned another more troubling thing: "Nanyang Electronics, Sing Tao Semiconductor, and Manila Optoelectronics have recently poached our technicians. This month, 372 technicians have left for Southeast Asia."
Hearing this data, everyone gasped.
The next words from the head of the HR department poured cold water on them.
"Now that the news of the company's relocation to North America has come out, it is estimated that the number of resignations will further increase. These technicians are the essence of the company. It is difficult for us to retrain so many semiconductor technicians in a short period of time."
As for recruiting semiconductor technicians in North America, everyone present was aware of the current status of the North American semiconductor industry.
Since the hollowing out of the industry in the 1990s, a large part of the North American semiconductor industry has moved to the Far East.
Companies such as Texas Instruments and Intel have also moved their North American manufacturing divisions to the Far East and Southeast Asia.
After more than 30 years of continuous hollowing out, North America's semiconductor manufacturing industry is now unable to find a large number of supporting industrial workers and technicians.
This time, TSMC will bring several thousand technicians with it in its relocation plan. Otherwise, if it only relies on industrial workers and technicians from North America, then TSMC simply doesn't need to move there.
And now they are faced with another problem.
Because many technicians don't want to go to North America at all, especially those who are meticulous, they can see at a glance that North America is strong on the outside but weak on the inside.
Now that the global electronic semiconductor industry is shrinking, Zhiren's optoelectronics and a large number of refurbished machines are constantly entering the emerging markets in Asia, Africa and Latin America.
What can North America use to feed all the semiconductors?
Just rely on the North American and EU markets? These two markets have long been saturated. Will Intel, Apple, Texas Instruments and other North American semiconductor companies agree to share the market with Samsung, TSMC, MediaTek, and LG?
I am afraid that by then, once North American semiconductor companies see a sharp decline in performance, they will probably target Samsung and TSMC and squeeze them out of the North American and EU markets.
When it comes to fighting against Homo Sapiens, they shrink back.
These guys will show no mercy when dealing with TSMC and Samsung.
Therefore, many technicians who know the situation well just pack up and leave. They would not accompany TSMC to North America to be cannon fodder.
Isn’t it great to have the nearby Homo sapiens company?
In the past, working for a company that specializes in food and waiting for death was a thousand times better than going to North America.
After all, North America is a world of capital. Once a factory goes bankrupt, there will definitely be layoffs. These technicians have spent most of their lives working in the semiconductor industry, so it would be difficult for them to find other jobs.
What's more, when the nest is overturned, no eggs can remain intact.
If the semiconductor industry is sluggish, they don't believe that other industries in North America will fare much better.
For a group of technicians, it is really hard to accept to start over in a place where they are unfamiliar with the place, and they are also pessimistic about the future of North America.
If it were in the past, when they had no choice, they might have compromised for the sake of life.
Now that there is Sapiens, a great place where you will never be unemployed, a group of technicians will vote with their feet.
