The global chip market has changed, and TSMC and Intel have lost.
In recent years, the global chip market can be described as the king of change in the city, the position of the chip boss has taken turns, this time it is a new recruit, with the successive dominance of Intel, Samsung and TSMC have been defeated, highlighting the great changes in the global chip market.
Before 2021, Intel had been the world's largest chip leader for more than 20 consecutive years, relying on its dominant position in PC processors and server chips, Intel made a lot of money early on.
In between, although it is also challenged by AMD from time to time, AMD mainly competes with Intel in the PC processor market, and it is not an opponent at all in the server chip market, and the server chip is more expensive and more profitable, so Intel has been sitting on the profit.
With the advent of smart phones and the growth of data brought by the mobile Internet, memory chips have begun to become important chips, and the scale of the memory chip market is also expanding rapidly, so Samsung, the boss of memory chips, has risen by taking advantage of the situation, and Samsung will replace Intel as the world's largest brother in 2021 and the first half of 2022.
However, the memory chip industry has always been very cyclical, and when the memory chip soars, it will also make the chip companies lose so much that there is no pants left.
Since the second half of last year, memory chips have continued, and by the first half of this year, global memory chips have been cut in half, and memory chips that mainly rely on Samsung semiconductors have also declined rapidly, resulting in a decline in Samsung's performance by more than ninety percent.
At this time, TSMC has become the winner of the chip industry with its advanced technology, because TSMC has the most advanced technology, many chip companies are difficult to push the best level, in the case of strong demand for advanced technology in the chip market, TSMC's revenue is also growing rapidly, and in Q3 2022, TSMC will surpass Samsung and Intel to become the king of global chips.
But the chip industry is changing very fast, TSMC is the king for only three quarters, due to the recession of the global chip industry, the price of chips in the United States, TSMC's revenue has also declined sharply since the first quarter of this year, of course, this is not the key to TSMC losing its position as the king.
The rise of artificial intelligence, autonomous driving and other technologies is the key to creating a new generation of chip kings, due to the rise of these technologies, the demand for artificial intelligence chips has increased sharply, and NVIDIA's new artificial intelligence layout has already taken off.
Artificial intelligence and autonomous driving technology have actually been developed for several years, but what really promotes the rise of AI chips is the rise of the ChatGPT model, the demand for AI chips has increased by leaps and bounds, and it has even been rumored that the price increase of 100,000 can buy Nvidia's AI chips, so NVIDIA's revenue growth has risen in a straight line since the second quarter of this year, surpassing TSMC in the third quarter to become the king of the chip industry.
Nvidia has been preparing to become the king of the chip industry for nearly 20 years, as early as around 2005, Nvidia recognized the synchronous processing capability of GPU chips and launched the CUDA platform, but at that time Nvidia did not expect to have the results of some time ago, and now the AI chip is more than 260,000 yuan, which is equivalent to the ** of a Tesla car, and making money is as easy to make as printing money.
In today's era, no chip technology can dominate for a long time, and new technologies are always rapidly replacing the previous generation of technology, and it can also be seen that the chip technology competition is tiring.