Recently, the delay of the United States in the construction plan of TSMC has once again made the United StatesChipsDependency issues are traumatized. TSMC, which had expected to receive subsidies from the United States, received a warning letter that it could face delays in building its factory. This is undoubtedly a blow to TSMC, because the construction delay will not only affect the pace of TSMC's development, but also other countriesChipsMore opportunities for manufacturing companies. And it makes us wonder if the United States can continue to be globalChipsMaintain a leading position in the industry.
However, let's take a look back at how far we have evolved over the past few decades. 90s, USASemiconductorsThe industry once accounted for nearly 40% of the global market share, but now that number has dropped to around 12%. Therefore, the United States is no longer thereSemiconductorsThe center of industrial development. At the same time, China'sChipsThe industry is developing rapidly, and it is reported that China is currently buildingChipsThe factory accounts for nearly half of the global share. It can be said that China has become one of TSMC's biggest challengers.
In the past, TSMC was invincible, and no enterprise could threaten its position. However, in the future, will TSMC really have no challengers?Huaweiis a good example. Despite the sanctions imposed by the United States,HuaweiThrough independent research and developmentChipsRise again, which also reflects the whole of ChinaSemiconductorsThe progress of the industrial chain. As a result, the core customers and orders that TSMC had in the past may gradually decrease. And, as Chinese companies quickly catch up, TSMC may face a decline in market share in the mature 28nm process.
Since the beginning of this year, domesticSemiconductorsThe company has achieved rapid development, especially in the field of mature processes, and has made major breakthroughs. HuaweiThe launch of the Mate60 has also attracted a lot of attention, and many people think that it is a challenge to Apple, but what is more important behind the scenesChipsAdjustment and progress of the enterprise. China's breakthroughs in materials and manufacturing have made itHuaweiofChipswas restored, and was not completely debunked in the face of the US investigation. The progress behind this is China as a wholeSemiconductorsThe result of the continuous development of the industrial chain.
ChinaSemiconductorsThe rise of the industry also reflects the importance of independent development. In the past, Chinese companies relied on importsChipsto carry out industrial upgrading, but now it is increasingly relying on independent research and development. And toHuaweiFor example, the sanctions it faced have not been relaxed, butMobile phonesSales have not been affected much. This also shows that Chinese companies are inChipsBreakthrough in the field. Therefore, enterprises in the future are more inclined to leave orders to domestic companies rather than TSMC.
In the face of these challenges, TSMC needs to take some measures to deal with it. First, TSMC needs to accelerate its own R&D and innovation capabilities to improve itself globallyChipsCompetitiveness in the industry. Second, TSMC needs to seek new customers and markets, especially in the Asian region, to reduce its dependence on the U.S. market. In addition, TSMC can also strengthen cooperation with China and other countries to expand globally with its competitorsChipsMarket.
In addition, TSMC can also diversify its technology beyond the foundry business. We can increase investment in R&D and innovation, actively explore new technologies and fields, and open up new markets. At the same time, it can strengthen localization development, improve competitiveness in the domestic market, and actively participate in domestic technology research and development and standard formulation.
Finally, TSMC can also strengthen its own independent research and development capabilities. It is not only necessary to continue the research and optimization of the manufacturing process, but also to invest more resources in independent innovation and core technology. Through independent research and development, improve its core competitiveness and reduce its dependence on external technology.
In short, in the face of the dilemma of the United States delaying the construction of TSMC factories, TSMC needs to actively respond and take effective measures to strengthen its competitiveness and innovation capabilities. Only in this way can it remain globalChipsLeading position in the industry.