Earlier this year, TSMC accelerated the shipment of 7nm and other chips to China, and Zhang Zhongmou suddenly turned his face and supported the United States to launch a chip war against China, at this time the Kirin 9000s chip has not yet appeared.
Huawei Mate60Pro is on sale, the Kirin 9000S chip is confirmed, and Bloomberg and others have confirmed that the Kirin 9000S chip is close to or has reached the 7nm level.
Then TSMC came to the news, saying that 7nm was seriously overcapacity, and it also contributed 23% of revenue in the second quarter of this year, which dropped directly to 17% in the third quarter and will decline further.
The key is that TSMC plans to reduce the price of the 7nm process by up to 10%. Prior to this, TSMC announced a price increase for processes below 7nm due to the continuous decline in revenue, with a maximum price increase of 6%.
You must know that SMIC has already completed the 7nm research and development task, the Kirin 9000S chip has been made domestically, and ASML has also announced that it will continue to ship 2000i and other models of lithography machines to China.
TSMC used 2000i and other models of lithography machines to mass-produce the first generation of 7nm chips, but TSMC has reduced the price of 7nm at this point in time, which is really meaningful.
Foreign media have said that TSMC is equivalent to a showdown on the Kirin 9000s, and gave the following reasons.
First of all,Huawei has used Kirin 9000S chips in a number of flagship devices, and announced that Huawei's chip self-sufficiency rate has reached 70%, calling on domestic manufacturers to adopt more domestic chips and other products to promote the development of the domestic industrial chain.
TSMC's price adjustment of 7nm at this time can be said to be of great significance.
After all, SMIC has just announced that the wafer expansion has been basically completed, and will achieve a monthly output of more than 100 million chips of various types, and ASML has shipped 2000i and other models of lithography machines to China.
However, TSMC's 7nm process uses EUV lithography machine, and EUV lithography machine cannot be delivered to domestic manufacturers for the time being.
Although it can also mass-produce 7nm chips, the cost and yield rate are not as good as the EUV process. The intention to reduce the price is obvious.
Secondly,In the first three quarters of this year, domestic imported chips fell by 14 percent year-on-year6%, the amount fell 198%, but the number of domestic chips is growing steadily, and more and more chips are manufactured in China.
The Chinese market is the world's largest chip consumer market and the world's largest producer and seller of new energy vehicles.
But car manufacturers can't accept the best 7nm chips, and now, TSMC is adjusting the price of the 7nm process, which is naturally to attract more domestic car manufacturers.
Another point is that after the appearance of the Kirin 9000S, the president of ASML said that Huawei's self-developed chip semiconductor technology is an act that undermines the global industrial chain and damages the interests of the global industrial chain.
After all, Huawei invests more than 100 billion yuan in R&D every year, and attaches great importance to talents, and it is possible to overcome any technology.
After the appearance of the Kirin 9000s, TSMC adjusted the price of the 7nm process, which is also equivalent to a kind of **war, using ** to attract more orders.
The more chip production capacity, the lower the cost, and in the overproduction, the technology and yield rate are also continuously improved.