There are two major news in the global chip industry, and the market is expected to change the industry
Two major news in the field of global chips: reform and price reduction!
Occupy. Some time ago, it was reported that there were two seemingly unrelated but closely related events in the global semiconductor industry: first, Wenninger, CEO of lithography technology giant ASML (ASML), has announced that he will retire in April next year;Second, TSMC was exposed to the price reduction of advanced process foundries by as much as 10%.
What do these two signs mean?Wenninger's retirement was not sudden, but rather a sense of satisfaction. In recent years, the number of lithography machines produced by ASML has increased significantly in Chinese mainland.
Hootitefish pointed out that according to statistics, the largest global sales revenue of ASMAX in the third quarter of 2023 is the Chinese market, with a share of more than 46%, far exceeding the combined sales revenue of the markets of South Korea and Taiwan Province.
The Chinese mainland market is making an increasingly important contribution to ASML's performance. With the global market becoming saturated with demand for lithography machine manufacturing equipment, and political restrictions on the import of lithography machines, ASMAC will face tremendous pressure.
Therefore, as the CEO of the company, the next CEO must think about how to deal with this situation. In this context, ASMAX CEO Winninger chose to retire at the peak of his performance, which is undoubtedly his career"Perfect ending"。
TSMC is the first chip foundry, and it is no coincidence that it chose to cut prices at this time.
Like ASMAX, TSMC is also facing market pressure. First, TSMC initially thought that after losing Huawei, its advanced processing power could rely on Apple and companies such as Qualcomm and NVIDIA to maintain its order volume. However, due to the decline in Apple's hardware sales, that hope has become slim.
Secondly, Nvidia's"AI shovel"Although TSMC has seen hope, it has also lost an important customer again, because Nvidia's advanced GPUs have been banned from sale in more than 40 designated countries and regions around the world.
Under the chain effect of **, it is not surprising that chip foundry TSMC chose to cut prices to attract customers. However, it remains to be seen whether TSMC's strategy will succeed.
On the one hand, price reductions can attract more customers, thereby increasing capacity utilizationOn the other hand, this situation will further reduce the profit margins of advanced process foundries, which will have a negative impact on TSMC's long-term development.
In addition, the advanced processes of Samsung and Intel have also put competitive pressure on TSMC. These two companies are not only on par with TSMC in terms of technology, but even leading in some areas. As a result, TSMC must maintain its technological leadership while dealing with the catch-up pressure from these two competitors.
Therefore, like the global wafer giants ASMAX and TSMC, in the face of the complex situation facing the semiconductor industry, it is to continue to follow"Wafer ban"It is time to recognize the situation or embrace the world's largest consumer market to share the fruits of development.