TSMC's pure foundry model has been a huge success
In the semiconductor industry, TSMC has chosen a different path of development - becoming a pure foundry, focusing on providing foundry services to customers, rather than participating in the design and sales of chips. It's like a loyal craftsman who only makes the product and doesn't steal business from the client.
This strategy eliminates competitive conflicts with customers, allowing TSMC to fully focus on manufacturing and focus on being the best foundry. This clear positioning has achieved the rapid development of TSMC. With superb manufacturing technology and stable quality, TSMC has quickly grown into a leader in the semiconductor industry and the world's largest foundry, known as "AVIC Manufacturing for Wafer Foundry". It stands at the commanding heights of the semiconductor industry chain and creates a new business model.
TSMC is like an outstanding young entrepreneur who has quickly emerged in the industry with advanced vision and strategy, becoming a generation of grandmaster-level figures. It provides a reference for the development of the entire industry.
With reliable foundry strength, TSMC has successively won orders from many international first-tier customers such as Apple and Qualcomm. In particular, the long-term cooperation with Apple has achieved the outstanding performance of both parties. TSMC can be described as "studious and progressive", constantly absorbing customer needs as the driving force, constantly improving in technology and quality, and finally becoming the first choice of customers to have a strong backing. Its success once again proves the truth of "customer first".
Samsung's IDM model is facing challenges
Compared with TSMC's focused foundry strategy, Samsung has opted for the IDM model, which is the integrated device manufacturer model, which not only foundries but also designs its own products. This leads to a problem – it's on the opposite side of the competition with the customer. For example, Samsung, a mobile phone manufacturer, has obvious competition with Apple, its important OEM customer. Samsung wants to protect the mobile phone business, but it also wants to compete for Apple's orders, and it is difficult to have both, which is like a person riding two horses, in a dilemma.
As a result of this competitive relationship, Samsung eventually lost OEM orders from several important customers, including Apple. Apple turned to relying entirely on TSMC, a pure foundry, to avoid unnecessary conflicts.
Samsung is like a person with a bad heart, who is not transparent enough to handle things, and finally loses an important partner. It doesn't realize the value of customer relationships, and it's paying a terrible price. In this context, the problems of Samsung's IDM model have been exposed, and the foundry, which is an integral part of its business, has also been questioned by the market. This half-baked model is unsustainable, and the development prospects are worrisome. Samsung is like a character in the rivers and lakes of sect infighting, not only his skills are damaged, but also his reputation is notorious, and it is difficult to gain a foothold in the rivers and lakes. Its lessons teach other businesses not to repeat the mistakes of the past.
The semiconductor industry requires continuous technological innovation
In the face of changes in the situation, enterprises must continue to innovate in order to be invincible. TSMC has maintained a good cooperation with ASML, gaining priority in the purchase of EUV equipment, and the technology has always been at the forefront. TSMC is like a diligent and studious student, constantly asking for advice from mentors to absorb new knowledge, and eventually becoming everyone. Its success proves once again that companies must continue to learn and Xi in order to outperform the competition.
Aware of the technological gap with TSMC, Samsung decided to buy EUV devices in a big way to challenge TSMC head-on and potentially reverse the industry ecology. Samsung is like a young man who has achieved enough but is still humble to learn, and this kind of positive spirit is worth learning Xi. Its initiatives will also drive progress across the industry.
Samsung's rise is a reminder of the need for innovation to stay ahead of technological change. Just as Buddhism needs to be passed down from generation to generation to become enlightened, companies must always surpass themselves, which is a must for a foothold in the market. Let's wait and see the new ecology of the semiconductor industry. To sum up, as a high-tech industry, semiconductor companies can only stay ahead of the curve in the fierce competition by continuously learning Xi and innovating. TSMC has always been ahead of the curve because it maintains close cooperation with customers and businessmen to draw nutrients. Samsung's enterprising spirit will also contribute to technological innovation in the industry.
We look forward to more companies joining the ranks of innovation, so that semiconductor technology will continue to advance and benefit the development of human society. It is also hoped that enterprises will maintain fairness and norms in the competition, and form a situation where you catch up with me and gather the heroes. Let's witness a new chapter in the semiconductor industry together. List of high-quality authors