As the world's largest wafer foundry, TSMC has leading process technology and rich customer resources. However, in recent years, TSMC has faced sanctions and restrictions from the United States, which has created a huge dilemma for the company.
The United States has always regarded TSMC as its strategic competitor, constantly exerting pressure on TSMC to reduce or stop supplying to China**Chips。Especially againstHuaweiThe United States has taken a series of measures, including sanctions and export controls, to threaten TSMC's technology and market position. The purpose of the United States is to protect itselfChipsindustry, as well as weakening China'sChipsdevelopment to prevent it from taking the lead in 5G, artificial intelligence, cloud computing and other fields.
It lists some of the repressive measures in the United States, including the passage of the "CHIPS Act" and other measures, which have invested heavily in supporting local onesChipsManufacturers such as Intel, AMD, etcnvidiaetc., as well as encouraging foreign onesChipsManufacturer, built a factory in the United StatesChipsto reduce dependence on foreign ** chains. These measures undoubtedly pose a huge challenge to TSMC's survival and development.
At the same time, the U.S. has also blocked TSMC's access to advanced production through export controlsChipsThe equipment and materials required made it difficult for the company to provide high-quality products that met customer needs. This makes TSMC face the loss of technological advantages and the decline of market share.
Another problem that plagues TSMC is the loss of Chinese markets and orders. China is the world's largestChipsconsumer countries, occupy the worldChipsNearly half of sales. However, due to U.S. sanctions, TSMC had to stop moving to TSMC in September 2020HuaweiChips, resulting in the loss of an order worth tens of billions of dollars.
ChineseChipsThe demand mainly comes from:Communications, consumer electronics, automotive, industrial and other fields, among themHuaweiIt is one of TSMC's important customers, contributing about 14% of revenue. LostHuaweiThe order has undoubtedly brought huge losses and impacts to TSMC.
At the same time, China is also accelerating its own developmentChipsindustry to achieveChipsof autonomous, controllable and self-sufficient. By investing a lot of money and talents, policy and market incentives, China has supported a number of themChipsDesign and manufacture of enterprises. These enterprises continue to improve their technical level and innovation capabilities, and launch a series of competitive productsChipsproducts, to meet the needs of the market at home and abroad.
These measures have made China inChipsThe strength of the field continues to increase, reducing the dependence on TSMC. At the same time, the Chinese market has gradually shifted to local companies, further eroding TSMC's market share in China.
In addition, the pressure that NVIDIA's transcendence and challenges have brought to TSMC is pointed. nvidiais the largest in the worldGraphics processor** business, is also one of TSMC's important customers,nvidiaGPUs are widely used in gamingData Centers, artificial intelligence,Autonomous drivingand other fields, the demand is strong and high.
nvidiaIn the past year or two, the company's performance has grown rapidly, with record revenues and profits. nvidiaThe success of the company has given it a greater say in the negotiations, which has forced TSMC to lower its rightnvidia** to keep this big customer.
However, due tonvidiaThe demand is large, which exceeds TSMC's best capacity, and TSMC's production capacity is tight, which is difficult to meet the needs of other customers, and also affects its customer relationship and market share.
At the same time,nvidiaInChipsThe improvement in technology and manufacturing capacity has given the company the ability to negotiate reductions, further eroding TSMC's profitability and competitive advantage.
To sum up, TSMC is facing sanctions and restrictions from the United States, losing the Chinese market and orders, as well asnvidiaTranscendence and challenge the dilemma. These problems have caused TSMC to gradually lose the worldChipsThe leadership of the industry has to regret neglectingChinese chipsThe importance of the matter.
Chinese chipsThe impact is not only reflected in the huge market and orders, but also reflectedChinese chipsThe rise of the industry and the improvement of competitiveness. China has made a series of major breakthroughs by investing heavily in and policy incentives to accelerate the improvement of its independent R&D and manufacturing capabilities.
At the same time, the sanctions and restrictions imposed by the United States have also forced TSMC to recognizeChinese chipsThe importance of the matter. TSMC has had to pay more attention to the Chinese market, looking for new partners and market opportunities to regain its competitiveness and position.
In short, TSMC's predicament is the result of many factors, the most important of which is neglectChinese chipsimpact. In this regard, TSMC should increase investment in the Chinese market and technical cooperation, and enhance its core competitiveness and innovation capabilities to cope with the increasingly fierce competitionMarket competitionand technical challenges. At the same time, ** and industry associations should also increase support to provide TSMC with a better policy and market environment, and jointly promote TSMC to achieve transformation and upgrading and regain the worldChipsThe leading position in the industry. Only in this way can we ensure that TSMC can be on a global scaleChipsMaintain a leading position in the industry, forTechnologyprogress and social development to make greater contributions.