Foreign media said that TSMC's Zhang Zhongmou has changed!
Introductory. TSMC, a global leader in the semiconductor industry, has long relied on orders from U.S. customers to support its business. However, in the face of the challenge of declining orders from U.S. customers in recent years, TSMC has had to adjust its market strategy and technology investment to respond to market changes. This article will focus on the dilemmas faced by TSMC and how to deal with it, and look forward to its future development.
The impact of lower orders from U.S. customers.
TSMC has been reliant on orders from U.S. customers, which have significantly reduced orders in recent years, negatively impacting TSMC's revenue. This problem not only led to a decline in TSMC's overall turnover, but also reduced the company's profitability. Faced with this challenge, TSMC's sales team took steps to adjust its sales strategy, aggressively explore new customer segments, and seek more orders in existing European and Asian markets. However, due to the importance of the U.S. market, it is difficult to fully compensate for the loss caused by the decrease in orders in a short period of time, so TSMC has to re-examine its marketing strategy.
Faced with the uncertainty of the U.S. market, TSMC decided to increase its efforts to develop the domestic market. Strong demand in the Chinese market, especially the rapid growth of orders from domestic chipmakers, provides TSMC with an opportunity to make up for the decline in orders in the U.S. market. TSMC has sent a senior management team to actively visit major domestic customers on behalf of the company to win more orders for 7nm and below processes. This move will not only help offset some of the losses in the U.S. market, but also diversify market risk and reduce dependence on a single U.S. market.
Adjust management decisions and cost control.
In order to ensure profitability, TSMC has taken a series of measures to reduce costs and expenses amid declining revenue. They adjusted their spending to focus more resources on R&D and process innovation to ensure TSMC's competitiveness in the coming years. This move reflects the decision-making and execution capabilities of TSMC's management team, as well as their confidence in the company's development prospects.
At the same time, in the face of changes in the market environment, TSMC adjusted its sales strategy in a timely manner and actively aimed at the Chinese market. In order to obtain more orders for advanced processes, TSMC frequently sends delegations to visit domestic customers. This will help reduce the impact of over-reliance on the U.S. market and diversify market risks.
The rapid development of the national ferrule industry.
In recent years, with the support of national policies, China's silicon wafer industry has made great progress. Not only has it achieved remarkable results in the independent R&D and manufacturing of advanced process wafers, but domestic wafer enterprises have also made great progress in enhancing their independent and controllable capabilities. Leading domestic wafer companies such as Huawei and SMIC have successfully developed a series of high-end wafers using advanced technology, indicating that China occupies a dominant position in the field of advanced wafer manufacturing technology in the world.
At the same time, the support capacity of the national wafer industry chain is also improving. Various semiconductor manufacturing equipment, materials, packaging and testing processes and other links have been localized, providing a strong guarantee for the production of top wafers. The improvement of this industrial chain has provided strong support for the development of national silicon wafer enterprises.
Outlook and summary.
Faced with the challenges of changes in the external environment and declining customer orders, TSMC adjusted its strategy in a timely manner and increased its internal market development and R&D investment. Through the dual promotion of technological innovation and market development, we strive to maintain a competitive advantage. At the same time, the rapid development of the domestic integrated circuit industry also provides TSMC with a valuable opportunity to strengthen cooperation with the domestic industrial chain and share the dividends of rapid development.
In short, TSMC has demonstrated the ability to respond and adjust flexibly in the face of adversity. Through continuous innovation and market layout, TSMC will continue to maintain its leading position in the global semiconductor industry and make positive contributions to the development of China's integrated circuit industry. This also reflects the decision-making and confidence of TSMC's management team to continue to improve.