国产3nm芯片杀出来了！张忠谋还敢喊“联合美扼杀大陆”吗？

Group 1 - TSMC's founder Morris Chang claims that China cannot compete in the semiconductor industry and supports US restrictions on chip exports to China [1][2] - TSMC's growth was significantly supported by the Chinese market, with over 30% of its revenue coming from chip sales to China before the US-China chip conflict [2] - Since 2020, TSMC has halted the supply of advanced chips to Huawei under US export control regulations, severely impacting Huawei's high-end smartphone business [2][5] Group 2 - TSMC has implemented strict compliance with US restrictions, refusing to manufacture advanced chips for several Chinese tech companies, which is viewed as a betrayal of its Chinese roots [5] - China's self-sufficiency in chip production has improved, with a 90% self-sufficiency rate in conventional chips and successful mass production of 3nm chips, challenging Chang's assertions [5][10] - The Chinese government has invested 300 billion yuan in the integrated circuit industry, supporting a comprehensive approach to bolster domestic chip production [5][10] Group 3 - The US sanctions have inadvertently accelerated China's push for self-reliance in chip technology, leading to a consensus on the importance of independent research and development across the industry [9][12] - TSMC's underestimation of China's strategic determination may result in long-term consequences for the company, as China aims to establish a fully autonomous semiconductor supply chain by 2025 [10][12] - The advancements in China's chip technology signify a shift in confidence, moving from reliance on imports to prioritizing domestic innovation and quality [8][12]