TSMC "lost the bet": 10 EUV lithography machines and 157 billion chips bid farewell to the Chinese market.
Nowadays, chips are modern industrial"Grain"According to relevant reports, China's total chip imports in 2018 were as high as 400 billion US dollars, which can be described as a huge amount and can be called the world's semiconductor chip giant!It can be said that the world's semiconductor chip giants, represented by Qualcomm, Intel, NVIDIA and other American companies, have made a lot of money in the Chinese market in recent years, so many domestic manufacturers have become theirs"Wage earners"！
But the emergence of Huawei's Kirin chip is like a handful"Blades"Unceremoniously stabbed into the heart of large American companies, making them feel the threat of domestic chips for the first time, Huawei's management directly occupies nearly 56% of the domestic market, and continues to squeeze Qualcomm and Apple's head space in China, in order to stabilize their hegemony and core interests. In order to maintain its hegemonic status and core interests, the United States imposed a series of sanctions on Huawei and domestic chip companies, and the final result was: Huawei fell, and Qualcomm and Apple became the biggest winners!
In fact, the so-called sanctions of the United States are nothing more than suppressing China's chip manufacturing enterprises, because although China has strong chip design capabilities, when it comes to chip manufacturing, at this time, there are no manufacturers in the mainland to mass-produce Kirin chips for Huawei, and TSMC countermeasures the foundry, so the United States only needs to intimidate TSMC to cut off Huawei's high-end chips, resulting in Huawei's coreless collapse after 3 years!It's an awkward situation!As a company from Taiwan Province of China, TSMC not only strongly supports Huawei and other Chinese mainland companies, but also repeatedly threatens that the mainland will never be able to produce high-end chips, and even spent $40 billion to build a factory in the United States, which can be described as an iron determination to cultivate the American market.
Although 70% of TSMC's revenue comes from the U.S. market, and the mainland market accounts for only 10%, it is not in the so-called"Chip subsidy"In the environment, it is obviously very risky to spend a lot of money to build a factory in the United States!After Huawei was cut, TSMC received large orders from Apple and Qualcomm, and its revenue continued to grow, coupled with the mass production process of 3nm, it can be said that the future trend is very good, but Zhang Zhongmou did not expect it"Sanctions"It came so fast. Hurry!
The dilemma of building a factory in the United States.
As the saying goes, sheep don't follow wolves, and the reason why the United States intervened in the "CHIPS Act" to invite TSMC to build a factory in the United States is to master its core technology and production capacity, and master the global semiconductor industry chain. Therefore, when TSMC successfully built a factory in the United States, the United States demanded that it hand over core technology and data, and proposed unfairness'Ultra-high-end'The profit distribution rules let TSMC fall into'Traps', which led to TSMC's dilemma, and it had no choice but to suspend Grantham's application.
The performance of high-end chips continues to decline.
Secondly, since Huawei was sanctioned, domestic enterprises have embarked on the road of independent research and development"Localization of chips"The road continues every year"Cut orders"Imported chips, according to statistics, from 2022 to September this year, the number of imported cores in China has decreased by about 157 billion!On such a large scale"Cut orders", directly led to a large number of U.S. chips could not be sold, and could only reduce the price to clear inventory, and with the reduction of chip production capacity in the United States, TSMC's orders were also declining, and even a batch of EUV lithography machines were closed, which can be described as miserable!
In addition, SMIC's chip foundry in the mainland in the past two years has also suddenly made efforts, directly investing 170 billion yuan to build factories to increase production, and it said that it will complete the goal of achieving 70% of chips as soon as possible, indicating that the process in this area has matured. Although the advanced process cannot be compared with TSMC, in the field of mature process, it can be said that SMIC has a huge advantage, in the context of the slowdown in the growth of this high-end chip market, the advanced process technology that TSMC is proud of is useless!
Huawei's king has returned, and chaos has failed to convince the public.
What's more, just a few months ago, Huawei suddenly abandoned the Mate60 series equipped with Kirin chips, and sales have increased significantly, which can be described as in short supply!Industry experts predict that the Huawei Mate60 series will sell 60 million to 70 million units during its life cycle!With the return of Huawei's king, Chinese companies such as Oviden and Goertek Acoustics, which were previously abandoned by Apple, have also arrived"Reinvigorate", it can be said that a new one has been formed in the country"China's industrial chain"！
But what made Zhang Zhongmou miscalculate was that after TSMC's order, Huawei could not be terminated, and the revival of Kirin Core meant that Huawei no longer needed to buy Qualcomm's"4G dedicated chip", and even have a huge impact on the production capacity of Apple's mobile phones, so TSMC plans to buy 10 units in 2024!Since there are not enough orders to fill the capacity, the EUV lithography program is also on standby!
As the saying goes, since ancient times, heroes have been lonely, and their flesh and skin are not scarred. Huawei's ability to break the blockade again and make a strong comeback is mainly due to the continuous and strong investment and support of the state, domestic manufacturers and peopleFacts have also proved that TSMC is still"The bet was lost"！TSMC saw the potential of the mainland market after the outbreak, and also attached great importance to the mainland market, and began to restart the Nanjing 28nm factory plan in an attempt to seize the market share in the mainland, but I personally think that the wool is out of the sheep, and it is too late!Enjoy, click!