InWafersIn the manufacturing industry,TSMCIt has always been a global leader, with a market share of nearly 60% at one time. However, the American side is on the global sideSemiconductor industryof interference, brokenTSMCThe environment for the steady development has always beenTSMCFeel uneasy. Because of this,TSMCHad to have a showdown. This article will look at different angles**TSMCchallenges, as well as difficulties in growth and future development.
AlthoughTSMCOccupy all the timeWafersOEMindustry leadership, but with the U.S. side to the globalSemiconductor industryEnforce restrictions,TSMCThe competitive advantage of the market is beginning to be lost. AmericanChipsThe restrictive policy has led to many businesses being forced to comply with U.S. export control regulations, which has made it:TSMCIt is not possible to develop as freely as in the past. For example, for:HuaweiSuch a customer, AmericanChipsThe ban is forcedTSMCHad to stop for itOEMHigh-endChips, which not only makesTSMCThe loss of an important customer also had a profound impact on the company. In addition, the United States is rightTSMCThe interference is also manifested in the requirement to build factories in the United States and be subject to more restrictions, which makes itTSMCMore challenges are faced.
With the US side rightSemiconductorsIndustry restrictions, the mainland began to accelerate the improvement of the homeChipscapacity, and reduce the need for importsChipsdependence. Qualcomm, MediaTek, Nvidia and other manufacturers have also begun to cut orders, whileHuaweiSelf-developed KirinChipsThe sudden return is even more letTSMCHit hard. More reamsTSMCUnexpectedly, the investigation confirmedHuaweiRe-adoptedChipsIn fact, it is made on the mainland7nmprocess, which makes:Qualcommand other companies to cancel toHuaweiShipped SnapdragonChipsorders, further cut the pairTSMCneeds. According to reportsTSMC7nmProduction capacity has already declined sharply, with revenue contribution falling to about 23% in the second quarter and 17% in the third quarter, and is expected to continue to decline in the future.
ForWafersOEMGiantsTSMCIt is very rare to grab orders at a reduced price, however, in order to compete for customer orders,TSMCHad to be loweredOEMExpenses. According to Taiwanese media reports,TSMCIt was decided to significantly reduce the price, which was about 5-10%. This move highlightsTSMCThe current situation is dire. AsTSMCFounder,Zhang ZhongmouVery uneasy about the company's plight, he recently publicly expressed his support for the United States against ChinaChipsSanction. Although beforeZhang ZhongmouSaid that globalization is dead, but now he is rightChipsThe restriction showed that he recognizedTSMCThe grave situation faced. He hopes to use the help of the United States to prevent us from developing high-endChipsManufactured, forTSMCSeek some convenience.
TSMCThis showdown shows the difficulty of its situation. GloballySemiconductor industryAgainst the backdrop of increasing competitionTSMCA breakthrough needs to be found. First of all,TSMCIt needs to be strengthened with othersWafersfactory cooperation to jointly deal with the United States to the worldSemiconductor industryrestrictions. Secondly,TSMCWe need to continue to advance technological innovation and improve our competitiveness to cope with competitors from all over the world. Finally,TSMCIt is necessary to strengthen independent research and development and make breakthroughs as soon as possible to maintain competitive advantage.
As globalWafersOEMGiantsTSMCFaced with a serious dilemma. The US side to the worldSemiconductor industryThe limit is brokenTSMCIt has always been a stable environment for development. Lost important customersHuaweias well as orders from other manufacturers,TSMCof7nmProduction capacity is also declining and even has to be reducedOEMFees compete for orders. Founder of the companyZhang ZhongmouFaced with a grave situation, he openly expressed his support for the US sideChipsSanction. However, in order to overcome the dilemma,TSMCshould be strengthened with othersWafersfactory cooperation, continue to promote technological innovation, and strengthen independent research and development to improve its competitiveness.