1.GlobalChipsOEMThe industry's dilemma: globalFabsFaced with a shortage of orders, TSMC is not immune. Faced with the problem of reduced orders and low capacity utilization, TSMC had to cut prices to attract more orders.
2.Chinese mainlandChipsManufacturer's influence: Chinese mainlandChipsManufacturers are actively expanding the production capacity of mature processes, which increases the overall capacity supply, and the first generation of mature processes is also facing downward pressure. Because China is the largest in the worldChipsThe market was originally manyChipsThe manufacturer will choose to hand over the order to TSMC. However, due toHuaweiAffected by the incident, many manufacturers began to shift orders to Chinese mainlandFabs。Chinese mainlandFabsThrough a large number of expansions, especially SMIC, Huahong and other companies have sufficient production capacity in mature processes, so that more orders flow to local enterprises.
3.Increased awareness of support for domestic production: In recent years, with the development of Chinese mainlandChipsThe rapid development of the industry,HuaweiThe launch of the Kirin 9000s shows what Chinese companies are in7nmTechnical strength in the manufacturing process. As a result, more and more manufacturers will:7nmThis level of technology orders were given to Chinese mainlandFabs, and no longer choose TSMC.
1.Decline in revenue and net profit: TSMC faced a 10% year-over-year revenue decline in the third quarter8%, net profit decreased by 25 year-on-year0%。This figure shows that TSMC's current life is not as good as before, and despite having a large amount of production capacity, it is facing a shortage of orders.
2.Price cut** hopes to reverse the situation: In order to save the decline in orders and improve capacity utilization, TSMC decided to adopt the method of price reduction**. Although the amplitude is not high, we hope to attract more customers and partners and increase the number of orders.
Chinese mainlandChipsThe rapid rise of the industry: Chinese mainlandChipsThe industry has achieved rapid development in recent years, not only expanding the production capacity of mature processes, but also7nmAn important breakthrough has been made in the manufacturing process. This also makes Chinese mainland'sFabsGloballyChipsOEMOccupy a place in the industry.
Challenges and opportunities: Chinese mainlandChipsThe rise of the industry to the worldChipsOEMThe industry has brought new competitive pressures. At the same time, it also gives TSMC and other traditionsOEMGiants bring a dilemma. However, Chinese mainlandChipsThe industry is still facing the challenges of technology and innovation, and needs to continue to improve its R&D capabilities and manufacturing level.
International Cooperation and Competition: GloballyChipsIn the competition of the industry, international cooperation is an important factor to promote the development of the industry. Chinese mainlandFabsand TSMC and other companies can cooperate to achieve complementary advantages and jointly respond to the worldChipsChallenges of the market. At the same time, it also needs to pay attention to its own innovation and development, improve its core competitiveness, and further consolidate its position in the domestic market.
Summary: Currently, Chinese mainlandChipsManufacturers no longer hand over orders to TSMC, resulting in TSMC facing the dilemma of insufficient orders. Behind this phenomenon is Chinese mainlandChipsThe influence of the rapid rise of the industry and the enhancement of competitiveness. In the face of challenges, TSMC needs to strengthen its technological innovation and market expansion, and find new growth points to maintain its leading position in the industry. At the same time, all parties also need to strengthen cooperation and competition to jointly promote the worldChipsThe development and progress of the industry.