In recent years, it has been affected by the ban on Meixin,SamsungTSMCetcChipsBusinesses are facing a huge dilemma. OriginallyTSMCwithSamsungWith the global high-endChipsOEMshare of the fieldMonopolize the market, but due to the new oneChipsThe implementation of the bill, these two enterprises at the high endChips** Aspects are restricted. The Chinese market, as one of the world's largest consumer markets, is for:ChipsThe demand has been high. However, due to the ban, China is unable to buy high-end from these two companiesChips, so forced to accelerate the pace of independent research and development. After just a few years of hard work,China ChipA huge breakthrough has been made, and there has been a significant increase in technical strength and market share.
China ChipThe speed and results of independent research and development are remarkable. Over the past few years,China ChipIt has successfully achieved self-sufficiency in the mature process of 28nm, and has been able to meet 90% of the marketChipsDemand. And according to the plan, by the end of 2025,China ChipThe self-sufficiency rate is expected to increase to about 70%. The speed and results of this progress are important for ChinaTechnologyThe industry is of great importance and has been shown to the worldChina Chipstrength and potential.
AlthoughSamsungwithTSMCInChipsIt is a leader in process technology and has mastered the advanced 3nm process, but both companies are in trouble due to the problem of insufficient orders. SamsungOver the past few quarters, there has been a net profit of **, down as much as 95%, and so farSamsungThe 3nm process has not yet received any orders. WhileTSMCAlthough obtainedApplesof 3nmChipsorder, but due to advancedChipsOrders are limited and cannot make up for its maturity at 7nm and belowChipsProcess technologysales were weak. To get out of the way,SamsungwithTSMCAll have taken different measures to help themselves.
TSMCIt is planned to reduce it by 7nmChipsofOEM**, hope to attract more orders through ** offers. The price reduction is expected to be around 5% to 10%. WhileSamsunghas increased investment in mature processes, especially after obtaining a permanent exemption from the United StatesSamsungThe construction scale of the plant in China was further expanded. However, due to the subjectChipsThe restriction of the ban cannot be made even if the price is reducedTSMCContinue to be a Chinese enterpriseOEM
Some foreign media warned,SamsungTSMCThe predicament may bring trouble to China. AlthoughTSMCThey want to retain the Chinese market by lowering **, but due to the restrictions of the ban, Chinese companies cannot continue to purchaseTSMCofChips。Throughout the maturation processChipsIn the market, Chinese companies are the main buyers, but due to the restrictions of the ban, Chinese companies are unable to buy the desired high-endChips, which givesChina ChipThe film industry brings great opportunities.
However, the problem is not just something that can be solved by reducing prices to save yourself. Although it is true that price reductions can attract more orders, in terms of technical strength and market share,SamsungwithTSMCStill far behindChina ChipChina ChipThe huge breakthrough made in just a few years shows its strong competitiveness, andChina ChipThe pace of development is amazing. Chinese companies have been able to achieve self-sufficiency in the 28nm to 180nm process sector, and their self-developed technologies have been widely recognized internationally. In contrast,SamsungwithTSMCIt has gradually lost its advantage in terms of technical strength and market share.
China and the United StatesChipsThe development of the controversy has been fully demonstratedChina Chipstrength and potential. China ChipIn just a few years, it has made significant breakthroughs and demonstrated strong competitiveness. Through independent research and development, Chinese enterprises have realizedChipsThe process is self-sufficient, and it has risen rapidly in terms of technical strength and market share. This is important for ChinaTechnologyIt is a milestone for the industry and has been shown to the worldChina Chipstrength and potential.
However, the United States and ChinaChipsThe battle is not just a technological competition, it also reflects the changes in the international landscape and the balance of power. China ChipThe rise is not only ChinaTechnologyThe embodiment of strength is also the rise of China's national industry. China ChipThe development requires more international cooperation and an open market environment, and at the same time, it also requires Chinese enterprises to strengthen independent innovation and improve their R&D capabilities.
As a self-editor, I feel it deeplyChina ChipThe impact of the rise on my career. In the past, stories tended to come up as followers of China's technology industry, but now I have more to talk aboutChina ChipscoopFootageChina ChipThe rise of the book has given me more confidence to write about itTechnologyAnd innovative articles also make me more proud of ChinaTechnologyProgress speaks up. HopefullyChina ChipAble to continue to maintain a good momentum of development for the worldTechnologyContribute to the progress of the industry. Come on,China Chip