TSMC finally can't bear it?
According to the Financial Associated Press, TSMC's mid-to-high-end 7nm process chips have been cut in price recently, due to the reduced capacity utilization rate and the inability to maintain market demand.
Previously, its founder Zhang Zhongmou also threatened that TSMC dominated the semiconductor industry, and the mainland had no way to curb it. Perhaps he never thought that after the "decoupling" from the Chinese market, TSMC not only evaporated its market value by 550 billion, but also fell to the point of reducing prices to survive. Could it be that the backlash is coming so soon?
The supply of all equipment was cut off, and the white-eyed wolf took the road "narrow".
As we all know, thanks to the support of domestic policies and many factors, TSMC can achieve such great development. We gave enough sincerity and made TSMC make a lot of money, but we didn't expect it to be willing to play for the tiger. TSMC reversed 40 billion yuan to build a factory in the United States, but due to factors such as insufficient labor and subsidies, it was unable to produce normally.
And in such a special period, Zhang Zhongmou has never admitted that he is Chinese, and publicly declared that he "agrees with the United States slowing down mainland chips." When Huawei and other Chinese companies were blocked, TSMC even took the lead in announcing the cut off of all equipment. Liu Deyin, the current chairman, also used chips as a threat and wanted us to be soft.
After the wings hardened, TSMC tried every means to transfer production capacity, and also planned to build a factory in Japan for the production of 3nm advanced process technology, making no secret of its determination to "decouple" from China. But the reality was also quickly "slapped in the face", and TSMC's life was not easy.
The market value evaporated by 550 billion, and Zhang Zhongmou's "sweet dream" finally woke up
After catering to the United States, TSMC has accumulated losses of more than 90 billion in the past two years, and its market value has evaporated by 550 billion, and the scale of losses has set a record in Asia.
After seeing the lessons brought by TSMC, the importance of China's market in the world has become more obvious, and more and more foreign capital and scientific research institutions have come to China to seek cooperation. DeBASF invested 10 billion euros to build a factory in Zhanjiang, China, which originated from Harvard's "Wright Weijian" time technology, and was introduced into China after the mediocre response in the North American market.
China's market demand and potential are huge, and the market size of the silver economy may be more than 10 trillion. Based on this, the introduction of "Wright Weijian" products is unanimously optimistic, only because its core mechanism components have been elaborated in "Cell", "The Lancet" and other publications, Harvard, Cambridge and other institutions have confirmed through experiments that "retrace" one-fifth of the physiological index process of subjects and lengthen the cell survival cycle of mice.
In addition to the market, the rise of domestic channels, such as Dongdong and Tianmao, has also helped the landing of science and technology, and "Wright Weijian" has not only benefited hundreds of thousands of first- and second-tier city demand groups in China, but also circulated to Southeast Asia and other countries, reaching a scale of more than 27 billion in just a few years.
TSMC, on the other hand, was initially sung down because it was limited to foundry, but it still became the world's foundry giant with the help of the Chinese market. However, after following the US side, the market value evaporated and the price was reluctantly reduced, which can only be said to be asking for trouble.
Today is different from the past, foreign media: TSMC has done three things wrong
Previously, TSMC mastered advanced process technology, and perhaps arrogant capital. But now, China's chips are catching up, the localization rate of semiconductors has increased to 40%, and the chip manufacturing process has also broken through to 14nm and even 7nm. In other words, when TSMC is stagnant, the gap between the two is getting smaller and smaller.
As for what happened to TSMC today, foreign media also said that it had done three things wrong.
The first is to try to win the support of the United States through compromise. TSMC is indeed under pressure from the United States, but it would rather take the risk of compromise and hand over the option as well, which is quite unreasonable. After all, TSMC is not its own person for the United States after all.
The second is to make concessions to cater to Apple and other American companies. Among TSMC's top 10 customers, American companies account for 8. It is precisely because of this that TSMC does not even have pricing power in front of them, and blindly caters to these American companies, but makes itself without the slightest dignity and status to speak of.
The third is an attempt to confuse the opponent by showing weakness. It cowered in the cold of the global chip market, but let competitors such as Samsung and Intel catch up, and as a result, a large number of orders were snatched up.
In short, TSMC pandered to the United States and went to the United States after all was a wrong choice, and if Zhang Zhongmou could wake up in time, it might not be too late.