TSMC "loses the bet", Zhang Zhongmou: Everything is illusory.
As the world's largest chip foundry, TSMC has long occupied the vast majority of the market, with its global market share of mobile phone chips reaching nearly 70% at its peak, and its fan packaging market share reaching 767%, the market value is more than $4 trillion, even if the back-end chip manufacturing process is far from comparable to catch up with Samsung, then why do chip giants such as Qualcomm, Apple, Intel and NVIDIA give TSMC more chip orders than Samsung?
Actually, the reason is simple: TSMC has the most advanced chip manufacturing process and the most advanced lithography equipment. Take 5nm and 4nm chips as an example, Qualcomm's previous Snapdragon 888 and Snapdragon 8 chips were all made by Samsung, but as a result, due to the very high power consumption, Qualcomm's reputation that Qualcomm had accumulated collapsed instantly, so almost all Qualcomm chips after Snapdragon 8 were foundry for TSMC, which is enough to prove that TSMC's process and yield are more advantageous than Samsung!
However, Zhang Zhongmou did not expect it"Inverted"So fast, so big and with so many advantages and technologies that the chip rules were changed only after everything had changed!Because since the chip rules were revised, the demand for high-quality chips in the global market has begun to slow down, and chip giants such as Qualcomm, Intel, NVIDIA and AMD have not been able to ship freely, resulting in a serious inventory backlog, and they can only maintain the normal operation of the company by reducing chip production capacity and laying off employees, but this has also led to the continuous decline in chip orders obtained by TSMC, and the loss of Huawei"Key customers"。And these"Key customers"They all went to the United States to build factories, so the production capacity began to vacancy!
According to relevant reports, TSMC's revenue in the third quarter of this year fell by 10% year-on-year, net profit also fell by 25%, and the capacity utilization rate was only less than 80%, which can be described as miserable!According to reports, at the end of last year, TSMC had planned to purchase another 10 EUV lithography equipment from ASML, but it has now announced that the plan will be shelved, which shows that although TSMC is still the world's largest chip foundry giant, the current situation is getting bleaker and bleaker!
In fact, the reason why TSMC fell to the point some time ago is mainly because Zhang Zhongmou first chose to stop Huawei's chip foundry before the United States made all the bets, and then spent a huge amount of money to build a factory in the United States, and when Zhang Zhongmou thought that the United States could get more support and subsidies, he found that everything was"Traps"In the end, not only lost important mainland customers, but also fell into the embarrassing situation of building a factory in the United States, which is simply stealing chickens and rice, which also shows that Zhang Zhongmou is a gamble that he can't afford to lose at all!
TSMC also immediately adjusted its strategy, first Zhang Zhongmou said that he would pay attention to the mainland market and restart the Nanjing 28nm factory, and then Liu Deyin also announced that he would suspend the application for chip subsidies in the United States. But even so, it is difficult for TSMC to get orders in the mainland, because the sudden launch of the Huawei Mate60 series means that major companies in the mainland have the ability to manufacture high-end chips, although the process may not be as good as TSMC, but it is gradually getting rid of it"Stuck neck"The fate of !
With the strong strength of SMIC and Shanghai Microelectronics and the breakthrough of Harbin Institute of Technology, the future domestic lithography machine is destined to break the technical barriers, no longer need to rely on ASML, and the self-sufficiency of high-end chips is also an inevitable trend!Therefore, even if TSMC adjusts its strategy now and wants to focus on the mainland market and customers, it will be too late, and once domestic lithography machines and domestic wafers achieve self-sufficiency, semiconductor giants TSMC, ASML, Qualcomm and Intel will begin"Doom"！If you recognize this situation, please give us a thumbs up!