U.S. government invited the global foundry leader TSMC and the major processor manufacturer Intel to set up factories in the United States, but it caused competitors Samsung Electronics to worry that TSMC will steal orders from American customers. Planning to go to the United States, Samsung will follow up and expand its production competition in the United States.
According to the “BusinessKorea” report, industry insiders observed that if TSMC really set up factories in the United States, it will undoubtedly have a severe impact on Samsung’s business. Samsung may have to consider follow-up and expand its overseas semiconductor manufacturing plant, which is located in Texas. Austin factory. Once TSMC really sets up factories in the United States, orders with American companies such as Apple and Qualcomm will inevitably flow to TSMC. Samsung is facing threats and cannot even realize its vision of becoming a global system semiconductor leader in 2030.
According to previous market news, U.S. companies such as Qualcomm and NVIDIA have placed orders with Samsung to reduce their reliance on TSMC. However, if TSMC establishes a semiconductor manufacturing plant in the United States, it is likely that U.S. companies will switch to TSMC.
In addition, it is inherently difficult to build a new production line. Samsung estimates that it may cost several trillion won (approximately NT $ 20 billion), plus the new coronary pneumonia epidemic, which may cause equipment suppliers to transport It takes a lot of capital, which is a big burden for Samsung, so even if Samsung wants to follow up and expand its production capacity in the United States, I am afraid it is not a simple matter.