Wang Yung-ching sold 5% of his TSMC shares back then, which are now worth 1.4 trillion, and he despised contract manufacturing for not making much money.

Xie Jinhe, chairman of Caixin Media, pointed out in an article on the 4th that Wang Yongqing, the founder of Formosa Plastics Group, owned 5% of TSMC's initial equity that year and was the third largest shareholder of TSMC, but it was all sold in the third year, and if this shareholding is still there, the value will reach 1.4 trillion yuan, more than the sum of all the enterprises of Formosa Plastics Group, which can only be said to be "difficult to buy and know early". (Synopsis: TSMC's 2nm chip is too expensive!) It is rumored that Apple iPhone 17 Pro continues to use 3nm, Huida, Qualcomm fear to transfer orders? (Background added: Crazy!) Trump nominates ultra-hawkish undersecretary of defense: If the CCP commits a crime against Taiwan, "the United States should bomb TSMC first") TSMC founder Zhang Zhongmou recently issuance autobiography, Caixin Media Chairman Xie Jinhe posted on Facebook on the 4th that he was very impressed by Zhang Zhongmou's writing that he and Formosa Plastics Group founder Wang Yongqing launched a fundraising campaign in 1986, Wang Yongqing was TSMC's 3rd largest shareholder, if Formosa Plastics clings to TSMC and does not sell a share, the current value of TSMC held by TSMC is 1.4 trillion yuan. Wang Yongqing invested in the third year dumping 5% of TSMC's equity Xie Jinhe pointed out that when TSMC was to be established, everyone could not understand semiconductors at that time, Zhang Zhongmou invited the business community to invest, everyone retreated, and Formosa Plastics' attitude was the key wind ball. In order to win Wang Yongqing's investment, Zhang Zhongmou, Shi Qintai, and Hu Dinghua were invited to the Formosa Plastics Building as guests, and Wang Yongqing entertained them to eat Formosa steak. Xie Jinhe mentioned that Zhang Zhongmou said that the whole dinner party talked and laughed, and Wang Yongqing frequently asked Zhang Zhongmou if the steak was delicious? But did not talk about semiconductors, and later concluded that Formosa Plastics did not invest, which was a big problem, Minister of Economy Li Dahai asked Executive President Yu Guohua to come forward and said, and finally persuaded Wang Yongqing to agree to invest, Formosa Plastics became the original shareholder of TSMC, with an investment of $7.25 million, accounting for 5% of the total share capital of $145 million (about NT$5.5 billion). Among the original shareholders, the first to sell out TSMC's shares was Wang Yongqing, Wang Yongqing invested in TSMC and sent Wang Wenyang as a director, and by the third year he ordered Wang Wenyang to sell all the shares, with an average price of 17.6 yuan. If Formosa Plastics clings to TSMC and does not sell a share, TSMC held by Formosa Plastics is worth 1.4 trillion yuan. Xie Jinhe sighed, last year Formosa Plastics Four Treasures stock price Slump by 50%, the Formosa Plastics Four Treasures market value added up, only 934.2 billion, and then add South Asia Branch, South Asia circuit board, TSEC, only 1.14 trillion, Wang Yongqing invested in TSMC 5%, if it is still there, the value is more than the sum of all Formosa Plastics Group enterprises, this is an unimaginable huge change, can only be said to be "hard to buy early know". TSMC advanced process quotation shout rise According to the Tai Pao, TSMC Arizona factory in the United States will be put into mass production at the beginning of this year, with a monthly production capacity of 2~30,000 pieces, the semiconductor industry is rumored that because the cost of manufacturing in the United States is three percent higher than Taiwan, coupled with the short supply of AI chips, TSMC advanced process wafer foundry will fully rise the price of 5~10%, semiconductor industry analysts believe that TSMC's advanced process price rise is about 3~4%, of which, the foundry price of AI chip products will rise 8~10%. IDC senior research manager Zeng Guanwei analysis, Apple, Huida, Qualcomm and other American companies continue to order TSMC 3 nm, in order to cope with the capacity utilization rate full load, the industry to add orders, must be handled in a super urgent way, coupled with overseas expansion, rise electricity prices and other factors, resulting in a sharp rise in production costs, TSMC will adjust the foundry price for different types of products in the 3/4/5 nm process, and adjust the rise time point from the products of dump in the first quarter of this year. AI chip related product foundry price is expected to rise 8~10%, as for mobile phone chip rise is low single digits (1~3%), overall, TSMC advanced process foundry price rise is about 3~4%, Zeng Guanwei bluntly said that IC designers in order to consolidate their right to speak in the AI ecosystem, this rise is acceptable, because this is a reasonable cost pass-through action. TSMC 2nm is run? In addition, TSMC is expected to mass-produce 2nm advanced process chips in the second half of this year, and it is expected that Apple, Huida, and Qualcomm will be the main customers, but Korean media Sammobile reported that TSMC's 2nm process has limited production capacity, and major customers have the possibility of transferring orders to Samsung, diversifying the supply chain. The report pointed out that at present, Japan's Rapidus, South Korea's Samsung, TSMC are trying to use the 2nm process to mass-produce semiconductor chips, of which TSMC's yield can reach 60%, and is conducting process tests with its customers, but TSMC's current production capacity is quite limited, and the future monthly production will be increased from the current 10,000 wafers to 80,000 wafers, which may not be achieved until 2026 at the earliest. Under the high price and small quantity, Huida and Qualcomm are rumored to consider using Samsung's 2nm process for testing, but Samsung's advanced process performance is not ideal, in the past when producing 4nm chips for Qualcomm, overheating and performance bottlenecks have occurred, so the 3nm process is not favored by customers, and this may be Samsung's last chance to succeed. At the same time, TSMC is expected to hold a substantive law conference on January 16, and Bloomberg analysts estimate that TSMC's revenue in the fourth quarter of last year will exceed market expectations of NT$852.3 billion, mainly driven by demand for AI and smartphone chips, and gross margin will rise to a two-year high of 58.2%, and the four major highlights of the conference include: CoWoS advanced packaging technology: production capacity is expected to double in 2025, reflecting future demand expectations for AI chips Arizona plant production increase progress: meeting the needs of U.S. customers while responding to production cost pressures in the U.S. and Taiwan Mature Process Challenges: The Impact of Weakening Demand on Margins 2025 Capital Expenditure Plan: Capital Expenditure is expected to grow 17% to $35.2 billion, reflecting confidence in the prospects of the 2nm process Related reports Apple is moving towards "de-Qualcommization": next year's new iPhone SE is equipped with Apple's self-developed communication chips, and TSMC OEM National Science Council promises: TSMC 2nm will not move out before 2028! "AI Basic Law" is expected to be sent to the Legislative Yuan for review next session Trump shouted that he would impose 10~25% tariffs on Mexico, Canada, and China when he took office! The dollar jumps, TSMC closes down "Wang Yongqing sold out 5% of TSMC's shares that year, the current value is 1.4 trillion, and he can't make a few bucks because he dislikes foundry" This article was first published in the moving area BlockTempo "Dynamic Trend in the Moving Area - The Most Influential Block Chain News Media".