$英特尔(INTC)$ We also have OEM business and chip manufacturing, and TSMC only offers 700 billion yuan for OEM. In fact, the technology is similar, but the differences lie in management, national conditions, and policies. I'm talking about labor laws. For example, on WeChat, search for "Revealing the day when TSMC engineers start work at 7 o'clock and finish work at 20 o'clock! 24 hours on standby! Even working late at night!" This is due to cultural and legal differences between European and American cultures and the Chinese community. Of course, capitalists prefer situations where there are no legal constraints 🐶🐶🐶, There are still a bunch of middle-level employees who undergo obedience tests, have to stand in line, and pretend to work overtime... American soldiers, with one middle finger on their left hand, undressing on their right hand, and reporting you directly with their backhand, may even receive huge compensation... Instead of relocating to the manufacturing industry, I think Europe's approach is more wise. I don't want those who don't work for 8 hours. US tariffs are actually the worst strategy, and Europe's is the best strategy 🙈🙈TSMC's rapid progress in process technology is largely attributed to the hard work of its engineers, who have successfully withstood pressure from Intel and Samsung. To this end, they even established a 24-hour R&D team called the "Nighthawk Program" to accelerate process development. This wholehearted effort has helped achieve their current achievements.
A typical wafer fab is divided into multiple facilities, such as TSMC having a research and development center, a mother plant, multiple large-scale manufacturing plants, and advanced packaging facilities, making the company a model of a comprehensive semiconductor ecosystem. Among them, Fab 12 located in Hsinchu is TSMC's most representative mother plant, responsible for developing cutting-edge technologies such as 5 nanometers and 3 nanometers. In these wafer fabs, engineers play different roles, and the main manufacturing processes are built around four main modules: photolithography, etching, thin film, and diffusion. These modules are managed through process integration to control the overall process. In fact, the technology is not much different. We don't care about machine relocation and debugging, repeated integration, layered stacking, all of which are micro optimizations based on lithography machines. Lithography machines are all ASML, right 🙈🙈, The overtime culture is the fundamental reason for widening the gap. If you pay half the salary less, the profit will be almost the same.
Returning to the United States to build a factory is the worst strategy, while the 8-hour work in Europe pulling everyone back to the starting point is the best strategy. The Trump team is still too young, it's not the people's problem, it's the system that determines the profits they have 🐶 The essence is the imbalance of social distribution. No matter how the manufacturing industry returns, it's useless. Your system can't be changed. You can't be like the Chinese. You can also not pay.
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