TSMC increases the U.S. market, loses in the future, Chinese academicians Don't daydream
It is reported that TSMC has sent equipment and engineering personnel of 10 fighters to the United States to accelerate the large-scale production of the 5 nm process in the United States, and will build a 3 nm process in the United States, which suggests that TSMC's involvement will make the US market tighter, but the industry generally expects that TSMC's move will be marginalized in the near future.
Taiwan Semiconductor Manufacturing Company (TSMC) is currently working to undo the chip shock from the United States, highlighting that by 2020, Chinese companies will have more than 20% of their revenue, compared to less than 50% in the United States.
But after September 15, 2020, everyone knows that TSMC can no longer be a Chinese foundry, and TSMC's contribution to its revenue has soared to nearly 70% at onceTSMC recently released results, and its revenue contribution to the United States was as high as 72%, compared to Chinese mainland accounting for only 8%.
At present, TSMC is accelerating the mass production of 5 nm chip factories in the United States, Apple has also announced that it will sign a contract with TSMC in the United States, and other chip companies in the United States AMD and Nvidia are also interested in this, so TSMC has accelerated the transportation of equipment and related talents to the United States, and leased 10 flights to the United States.
Industry insiders pointed out that TSMC's move shows that the closure of the U.S. chip industry may be an urgent move, but the actual situation of the market is contrary to TSMC's assumption, and TSMC's failure is likely not to be expected.
TSMC has a close relationship with the U.S. market, but the actual situation is that U.S. chips are mainly sold to China, and with the improvement of China's chip localization, U.S. chips have also begun to backlog, and U.S. chips have been forced to drop significantly, originally two hundred yuan, and now reduced to twenty yuan.
Because of the decline of chips in the United States, now the chips in the United States have turned to TSMC, not only refusing to accept the price proposed by TSMC, but asking TSMC to reduce the price;TSMC built a 5 nm chip factory in the United States, but the United States did not give TSMC a large amount of money, which means that American semiconductor companies have not received any benefits from TSMC.
Chinese mainland is one of the fastest growing countries in the world, and in recent years, thousands of integrated circuit design companies have emerged in China. Chip manufacturers in Chinese mainland such as SMIC and Shanghai Huahong have also targeted the Chinese mainland market, and their revenues have grown rapidlySMIC recently spent another 1.7 billion yuan to expand its chip production capacity, in order to further occupy the domestic market.
Although the process technology of chip manufacturers such as SMIC in Chinese mainland is better than TSMC, China's current wafer stacking technology and core material technology make the current 14nm process chip efficiency close to 7nm;On the other hand, TSMC, although it has leading process technology, has to turn to research and development of more mature processes due to insufficient production capacity, so China's chips are undoubtedly a huge burden for TSMC.
In the first eight months of this year, China's chip exports increased by $160 billion, which also confirms what Ni Guangnan said: "Confident, capable, capable, capable, capable, capable." "If the U.S. wafer market share continues to decline, and TSMC's production capacity on its advanced processes will become more severe, the U.S. factory will make this problem even more serious.
It can be said that TSMC is closer than the United States, violating the trend of the semiconductor industry turning to Asia, and such a counter-trend can only allow TSMC to lose in the future;On the other hand, the United States also has some support for domestic semiconductor companies, Intel has received a grant of 10 billion US dollars to fund Intel to accelerate the development of process technology, and Intel is competing for TSMC's customers. It can be said that TSMC has become a lamb in the mouth of a tiger.