The recession in the global semiconductor market and the introduction of the U.S. chip ban have brought unprecedented challenges to TSMC as a global chip foundry leader. According to reports, due to changes in the global semiconductor market, some mainland manufacturers have canceled some orders, which has brought a huge decline in the number of orders to TSMC. In order to cope with this dilemma, TSMC has had to take steps to maintain its leading position in the global chip foundry market.
In order to get out of the predicament, TSMC first actively sought more orders in the field of advanced process manufacturing. Although Apple is an important customer of TSMC, TSMC's order volume is not sufficient in the field of 3nm process technology. Therefore, TSMC is using a price reduction strategy to attract more customers, hoping to get more orders. Although this move can temporarily ease the pressure on TSMC in the field of advanced processes, in the long run, if it cannot get more orders, TSMC's competitive advantage in this field will gradually disappear.
In addition, TSMC has also encountered difficulties in the field of mature processes. In order to pursue more orders, TSMC has to take price reduction measures, and has cut prices by about 5% to 10% in the field of 7nm process technology. However, mainland manufacturers did not give orders, and TSMC was forced to cut prices one after another to attract customers to meet its own production capacity.
In response to the current predicament, TSMC has also taken other measures. On the one hand, TSMC has increased its R&D investment, hoping to attract more customers by improving the competitiveness of advanced processes. On the other hand, TSMC has strengthened cooperation with mainland customers, hoping to obtain more orders by deepening cooperation. However, there is uncertainty about whether these measures will alleviate TSMC's predicament.
The changes in the global semiconductor market are a complex issue, and its influencing factors cover many aspects such as politics, economy, and technology. Although TSMC has attracted more orders by cutting prices, it cannot ensure that it will be able to respond smoothly to market changes. And, even if TSMC gets more orders, its leading position will be challenged. As technology advances, other competitors are catching up with TSMC.
In addition, it is unknown whether TSMC's R&D investment and customer cooperation can lead to substantial results. In the face of severe challenges, TSMC needs to take more effective measures to stay ahead of the curve and get more orders. In addition to price reductions, TSMC also needs to pay attention to the Chinese mainland market, because Chinese mainland is the world's largest chip consumer market.
In this era full of challenges and opportunities, TSMC must flexibly reduce prices to respond to market changes, and at the same time strengthen cooperation with mainland manufacturers. Only in this way can we maintain a leading position in the global semiconductor market and gain greater room for development. It is worth noting that TSMC should pay attention to the rapid development of the Chinese mainland market in the semiconductor field in advance, and if it does not seize the opportunity, it may miss the opportunity.
As a global chip foundry leader, TSMC faces severe challenges. Faced with the dilemma of the global semiconductor market recession and the decline in factory orders, TSMC has taken a series of measures to deal with it. However, there is uncertainty as to whether these measures will achieve substantial results.
From a personal perspective, I think TSMC needs to be more proactive in responding to market changes. In addition to price reductions and strengthened cooperation, it is also crucial to improve its own technological innovation capabilities. In this fast-moving industry, technological innovation is key to maintaining a competitive edge.
In addition, TSMC should pay more attention to the Chinese mainland market. As the world's largest chip consumer market, Chinese mainland has huge development potential and demand. If it can seize the opportunity in the Chinese mainland market, it will bring more opportunities and benefits to TSMC.
In short, the dilemma faced by TSMC requires TSMC to take timely measures to deal with it. Only through technological innovation, price reduction strategies and strengthened cooperation with mainland customers can we maintain our leading position in the global semiconductor market and gain more development opportunities. In this fast-changing industry, only by constantly adapting to market demand and actively seeking changes can we remain invincible in the fierce competition.