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The aftermath of the Taiwan blackout, TSMC is considering moving to the United States?
Add time:2017/8/23    News source:baidu.com

The afternoon of August 15th, local Taiwan has experienced the largest ever without warning when the power outage, resulting in a total of 6 million 680 thousand Taiwan households instant electricity affected 17 counties, large-scale power outage, the proportion of more than half of the total users in Taiwan.
Then, from all walks of life in Taiwan from questioning the accident occurred too exaggerated. Cai Yingwen also issued a statement on 16, apologized to all people in Taiwan, and a comprehensive review, instructions to the Executive Yuan as soon as possible to study and explain the report. Economy minister Li Shiguang also announced to resign.
According to Taiwan's official investigation, the reason is because the Taiwan oil company employees, the gas supply system error occurred in operation of power plant Tam, and let the system appear abnormal signals, automatically shut down the last 6 units, so that power supply instantly dropped 10%. Chen Jinde, chairman of CNPC, once expressed willingness to take all responsibility.
However, the unexpected blackouts did not solve all the doubts of the people and the media and the government. Instead, it can cause a chain reaction, such as the runaway of tsmc.
Then transfer Taiwan electricity, move away from Taiwan, settled in the United States
After the 815 blackout, and Internet users in the network broke the news that TSMC has begun to amass high-level thinking plan, TSMC spokesman Sun Youwen this week in foreign business did not answer the phone can't respond, but according to the past chairman Zhang Zhongmou and TSMC said, are all stressed that TSMC new plant location is still taking Taiwan as the preferred location is the fastest, the first half of next year to make a decision.
As for TSMC, the stability of the power supply is an important factor in production. Apart from the power problem, TSMC has 3 advantages in setting up a nanometer scale manufacturing plant in Taiwan.
The first is Zhang Zhongmou repeatedly stressed, Taiwan semiconductor industry supply chain is good, complete upstream and downstream supply, and to facilitate the daily life circle, TSMC in the production process as long as any problems and obstacles, can be resolved in 1 days.
In addition, Taiwan labor costs relatively low us, plant production in the United States 3, 5 nanometer product, the production cost of advanced process has been very high, if coupled with manual, product benefit fear and be discounted, set up factories in Taiwan still have the advantage.
However, although the factories in Taiwan have the advantage, but the card in a stable power supply, TSMC 3 Nanometer factory site has not confirmed the direction of Taiwan, especially now that the government is going to target non nuclear homes, but the government in the transitional period of the power supply is not clear and the master plan, 815 the blackout, although TSMC is not affected by power outage, but the government and on the power supply capacity, so that the outside world has very high concern.
Although the 815 blackout is finally toward the direction of human factors, but apparently a small event can cause multiple Taiwan blackout, once again let the market for government efficiency is greatly reduced, the government should take what convinced TSMC continued to stay in Taiwan to set up factories, are looking at the outside world.
In contrast, if TSMC to amass factory, in addition to receive stable water and electricity supply, while the supply chain must be re established, but the United States is the most mature and advanced semiconductor development area, there are many IDM (IDM), advanced IC design companies and large systems, such as the United States, GOOGLE set in the local of TSMC to recruit the most advanced process of talents, and more closely link with local customers, also has a very good help.
In addition, in setting up factories is also consistent with the president of the United States Trump policy of TSMC and its customers, but also positive effect.
Overall, TSMC go or not amass factory, all have positive and negative factors, apart from the national complex, TSMC factories will be around in consideration of business value and cost effectiveness, so before the announcement outside fear is still unknown, the day before the media have to disclose TSMC will go to amass renewed factory. TSMC factory place heavy artillery to fight back, that will be the preferred choice in Taiwan, time is the first half of next year, just to be sure, the government of the power supply is stable or not if the master degree is still low, the market of TSMC leaving doubts, it is difficult to fade.
On the horse, EUV determined the determination of TSMC to leave Taiwan
If the unstable power supply in Taiwan is the external cause of TSMC, then the extremely power hungry EUV is the last straw to overwhelm the Taiwan Power station.
Total electricity consumption in Taiwan has increased over the past 5 years, accounting for about 1/3 of the contribution from tsmc. Next, as the introduction of "savior" technology - EUV lithography technology, power consumption will increase. TSMC 5 nanometer process evaluation, electricity is 1.48 times higher than the current mainstream of the process.
According to the Park Administration for environmental protection department documents, TSMC's 5 nanometer process, the estimated power consumption of 720 thousand kilowatts, and almost NANKER new electricity power application.
How big is the figure? According to the electric information, Eastern electricity consumption is about 40 to 500 thousand kilowatts. That is to say, the power consumption of a new plant will be much more than that of the whole 560 thousand people in East Taiwan.

The afternoon of August 15th, local Taiwan has experienced the largest ever without warning when the power outage, resulting in a total of 6 million 680 thousand Taiwan households instant electricity affected 17 counties, large-scale power outage, the proportion of more than half of the total users in Taiwan.
Then, from all walks of life in Taiwan from questioning the accident occurred too exaggerated. Cai Yingwen also issued a statement on 16, apologized to all people in Taiwan, and a comprehensive review, instructions to the Executive Yuan as soon as possible to study and explain the report. Economy minister Li Shiguang also announced to resign.
According to Taiwan's official investigation, the reason is because the Taiwan oil company employees, the gas supply system error occurred in operation of power plant Tam, and let the system appear abnormal signals, automatically shut down the last 6 units, so that power supply instantly dropped 10%. Chen Jinde, chairman of CNPC, once expressed willingness to take all responsibility.
However, the unexpected blackouts did not solve all the doubts of the people and the media and the government. Instead, it can cause a chain reaction, such as the runaway of tsmc.
Then transfer Taiwan electricity, move away from Taiwan, settled in the United States
After the 815 blackout, and Internet users in the network broke the news that TSMC has begun to amass high-level thinking plan, TSMC spokesman Sun Youwen this week in foreign business did not answer the phone can't respond, but according to the past chairman Zhang Zhongmou and TSMC said, are all stressed that TSMC new plant location is still taking Taiwan as the preferred location is the fastest, the first half of next year to make a decision.
As for TSMC, the stability of the power supply is an important factor in production. Apart from the power problem, TSMC has 3 advantages in setting up a nanometer scale manufacturing plant in Taiwan.
The first is Zhang Zhongmou repeatedly stressed, Taiwan semiconductor industry supply chain is good, complete upstream and downstream supply, and to facilitate the daily life circle, TSMC in the production process as long as any problems and obstacles, can be resolved in 1 days.
In addition, Taiwan labor costs relatively low us, plant production in the United States 3, 5 nanometer product, the production cost of advanced process has been very high, if coupled with manual, product benefit fear and be discounted, set up factories in Taiwan still have the advantage.
However, although the factories in Taiwan have the advantage, but the card in a stable power supply, TSMC 3 Nanometer factory site has not confirmed the direction of Taiwan, especially now that the government is going to target non nuclear homes, but the government in the transitional period of the power supply is not clear and the master plan, 815 the blackout, although TSMC is not affected by power outage, but the government and on the power supply capacity, so that the outside world has very high concern.
Although the 815 blackout is finally toward the direction of human factors, but apparently a small event can cause multiple Taiwan blackout, once again let the market for government efficiency is greatly reduced, the government should take what convinced TSMC continued to stay in Taiwan to set up factories, are looking at the outside world.
In contrast, if TSMC to amass factory, in addition to receive stable water and electricity supply, while the supply chain must be re established, but the United States is the most mature and advanced semiconductor development area, there are many IDM (IDM), advanced IC design companies and large systems, such as the United States, GOOGLE set in the local of TSMC to recruit the most advanced process of talents, and more closely link with local customers, also has a very good help.
In addition, in setting up factories is also consistent with the president of the United States Trump policy of TSMC and its customers, but also positive effect.
Overall, TSMC go or not amass factory, all have positive and negative factors, apart from the national complex, TSMC factories will be around in consideration of business value and cost effectiveness, so before the announcement outside fear is still unknown, the day before the media have to disclose TSMC will go to amass renewed factory. TSMC factory place heavy artillery to fight back, that will be the preferred choice in Taiwan, time is the first half of next year, just to be sure, the government of the power supply is stable or not if the master degree is still low, the market of TSMC leaving doubts, it is difficult to fade.
On the horse, EUV determined the determination of TSMC to leave Taiwan
If the unstable power supply in Taiwan is the external cause of TSMC, then the extremely power hungry EUV is the last straw to overwhelm the Taiwan Power station.
Total electricity consumption in Taiwan has increased over the past 5 years, accounting for about 1/3 of the contribution from tsmc. Next, as the introduction of "savior" technology - EUV lithography technology, power consumption will increase. TSMC 5 nanometer process evaluation, electricity is 1.48 times higher than the current mainstream of the process.
According to the Park Administration for environmental protection department documents, TSMC's 5 nanometer process, the estimated power consumption of 720 thousand kilowatts, and almost NANKER new electricity power application.
How big is the figure? According to the electric information, Eastern electricity consumption is about 40 to 500 thousand kilowatts. That is to say, the power consumption of a new plant will be much more than that of the whole 560 thousand people in East Taiwan.