TSMCAs the world's largest wafer foundry, it has long been in the world with advanced process technology and huge customer resourcesChipsindustry leadership. However, in recent years,TSMCFaced with the dual challenges from the United States and China, it lost its original market advantage.
On the American side, due toTSMCThe United States regards it as a strategic competitor and constantly exerts pressure and restrictions. The United States has resorted to a variety of means, demandingTSMCReduce or stop going to China**Chips, especiallyHuaweiof orders. In addition, the United States, through export controls, restrictedTSMCGet ManufacturingChipsThe required equipment and materials are further weakenedTSMCtechnological advantages and market position. The purpose of the United States is to protect the homelandChipsindustry, and weaken China's competitiveness in key areas, thereby securing its leadership in 5G, artificial intelligence, cloud computing, and more. In addition, the U.S. supports both domestic and foreign countries through policies and fundingChipsManufacturer, built a factory in the United StatesChipsto reduce foreign countriesChaindependence.
And on the Chinese side,TSMCLost a huge market and orders. China is the world's largestChipsconsumer countries, occupy the worldChipsNearly half of the share of sales. However, subject to US pressure and sanctions,TSMCHad to stop in September 2020HuaweiChips, resulting in the loss of an order worth tens of billions of dollars. At the same time, China has accelerated the development of its own countryChipsindustry, through policy and market incentives, has supported a large number of themChipsDesign and manufacture of enterprises. ChineseChipsThe company has continuously improved its technical level and innovation capabilities, launched a series of competitive products, met the needs of domestic and foreign markets, and also reduced the number of pairsTSMCdependence.
In addition,nvidiThe rise of a also givesTSMCIt brings a lot of pressure and challenges. As the world's largestGraphics processorQuotientnvidiA is in high demand, ** is high. nvidiA's performance has achieved rapid growth in the past two years, with record revenue and profit. However,nvidiThe demand for a exceeded thatTSMCThe capacity of the first can lead to a shortage of production capacity, unable to meet the needs of other customers, but also affectedTSMCcustomer relationships and market share. On the other hand,nvidiA's strength strengthens the voice in the negotiations, so thatTSMCHad to lower the pairnvidiA's **, in order to keep this big customer, is also weakenedTSMCprofitability and competitive advantage.
TSMCI had been right beforeChinese chipsThe importance of the expression of contempt, even considered even lostChinese chipsOrders will not affect them either. However, due to the repression and restrictions in the United States, as well as the loss of the Chinese market and orders,TSMCThe business has shown a downward trend in recent years, and eventually lost the worldChipsThe position of the leader. Maybe nowTSMCFinally realizedChinese chipsThe meaning of regret is beyond the reach of regret.
Chinese chipsThe industry is currently showing a momentum of rapid development. Through strong policy and financial support, China has invested a lot of resources to promoteChipsInnovation and development of the industry. Many ChineseChipsEnterprises stand out, constantly improve their technological level and innovation capabilities, and launch competitive products in various fields. For exampleSMIC, Unisplendour Group,HuaweiHiSilicon, Changxin Storage, UNISOC,Torch powerIntegration and other enterprises have achieved good results, creating an independent and controllable environment for ChinaChipsThe industry provides strong support.
At the same time, the Chinese market is globalChipsIt is also very attractive. China is the world's largestChipsConsumer, with huge market potential. With ChinaEconomyThe continuous development andTechnologyThe acceleration of innovationChipsThe application scenarios and requirements will continue to grow. ForChipsFor enterprises, the Chinese market is not only an important sales channel, but also an important stage for technological innovation and market competition.
IfTSMCAble to recognize earlierChinese chipsand as a partner rather than a competitor, perhaps the situation will be very different now. As the world's leading wafer foundry,TSMCWith advanced process technology and rich customer resources, it can be for ChinaChipsCompanies provide manufacturing process and capacity support to help them achieve faster technological breakthroughs andProduct launches。The cooperation between the two parties will make it:Chinese chipsThe industry can develop faster and accelerate the realization of independent and controllable goals.
GloballyChipsIn the competition of industries, China's rise and development is a trend that cannot be ignored. China attaches great importance to itChipsThe development of the industry has invested a lot of resources and energy to promoteChipsinnovation and application. ChineseChipsThe company is also growing and expanding, not only improving the technical level and innovation ability, but also launching a number of competitive products to meet the needs of domestic and foreign markets. At the same time, the Chinese market is the largest in the worldChipsconsumer countries, with great potential and attractiveness. These make itChinese chipsThe industry becomes globalChipsThe focus of attention for businesses and investors.
However, the Chinese oneChipsThe industry still faces some challenges and problems. Despite the strong support of **, butChipsThe industry itself is still facing the pressure of technological bottlenecks and market competition. with the world's leadingChipsQuotientCompared to the Chinese oneChipsThere are still gaps in some key technologies and market share. At the same time,ChipsThe industry requires a lot of investment and talent support, which also requires time and patience to nurture and develop.
As the world's leading wafer foundry,TSMCIgnoredChinese chipsThe importance of mistakenly thinking even lostChinese chipsOrders will not be affected either. However, in recent years,TSMCFaced with difficulties and challenges from the United States and China, it has lost the worldChipsThe position of the leader.
American VisionTSMCFor strategic competitors, exert pressure through sanctions and restrictions, demandTSMCReduce or stop going to China**Chipswhile restrictingTSMCGet advanced in productionChipsequipment and materials needed to protect the homelandChipsIndustry. In addition, the United States has supported both domestic and foreign countries through measures such as the CHIPS ActChipsManufacturer, built a factory in the United StatesChips, reduced to foreign countriesChaindependence.
At the same time,TSMCIt also lost markets and orders in China, which is the largest in the worldChipsconsumer countries, but subject to U.S. sanctions,TSMCHad to stop in September 2020HuaweiChips。China is also speeding up the development of its own countryChipsindustry, through policy and market incentives to support the domesticChipsbusiness, reduce the pairTSMCdependence.
In addition,nvidiThe rise of a also givesTSMCBrings challenges,nvidiThe demand for a exceeded thatTSMCThe ability to leadTSMCProduction capacity is tight, and it is difficult to meet the needs of other customers. nvidiA's strength strengthens the voice in the negotiations, so thatTSMCHad to lower the pairnvidiA's **, weakenedTSMCprofitability and competitive advantage.
In such a situation,TSMCFinally realizedChinese chipsThe importance of the matter. Chinese market and orders forTSMCIt has great attraction and valueChinese chipsThe development and rise of the country should also be seen as a partner and a competitor, not just a competitor. TSMCAs the world's leading wafer foundry, it can be for ChinaChipsCompanies provide manufacturing process and capacity support to help them achieve faster technological breakthroughs andProduct launches。The cooperation between the two sides will accelerateChinese chipsThe development of the industry will also be enhancedTSMCGloballyChipsCompetitiveness of the industry.
AlthoughChinese chipsThe industry is facing some challenges and problems, but with the strong support of ** andChipsEnterprise efforts, China'sChipsThe industry will continue to grow rapidly. Chinese chipsThe potential of the market will also attract more globalChipsThe attention of businesses and investors. As a globalChipsLeader,TSMCIt should be reassessedChinese chipsand seek the importance ofChinese chipsBusiness cooperation to achieve a win-win situation.