After TSMC's market value evaporated, it asked the United States for help, and foreign media called it "the mainland's right to make money".
Why did TSMC abandon the mainland market?
TSMC is a world-renowned chip manufacturing giant, and has played a pivotal role in the global semiconductor market for many years with its advanced production process technology and a large number of EUV lithography machines. However, due to the pressure exerted by the United States on Chinese technology companies such as Huawei, the competition pressure in the global semiconductor market is huge, so TSMC's development trend has gradually begun to face more and more challenges.
It is worth noting that China's Huawei is also one of TSMC's big customers, and Huawei HiSilicon's orders to TSMC alone have reached 30 billion every year, but since Biden announced the chip ban in the United States, TSMC has chosen to stay in the United States and go their separate ways with HuaweiAnd after the $52 billion chip subsidy decree in the United States, TSMC, which invited TSMC to build factories in the United States, came along"**"way. **"The road to invest $40 billion to gradually build 5nm and 3nm semiconductor factories in the United States!
But what is unexpected is that it is not easy for TSMC to build a factory in the United States, and now a few years have passed, TSMC's factory in the United States has not been successfully put into production, and the old American chip law is perfect"guardrails"Terms of Agreement"Now the Huawei Mate60 equipped with TSMC's 3nm process has returned, and Apple's iPhone15 series mobile phones have serious heating problems, which has also led to TSMC's total market value evaporating 560 billion overnight!
A Mate60 phone equipped with Kirin 9000S.
With the return of Huawei's self-developed Kirin 9000Smate60 mobile phone, and the exposure of serious problems such as Apple's iPhone15 mobile phone using TSMC's 3nm process, TSMC's total market value has also evaporated by 560 billion. Since then, TSMC has also realized the importance of the mainland market and hopes to re-develop!
Soon, TSMC applied to the United States"Exemptions from export control of semiconductors"。Thanks to their efforts, TSMC approved the Nanjing plant to continue operating, but the waiver period was only one year. This also means that TSMC can only beg in the mainland market in the end"The right to make money"It had to find a solution within a year to secure a larger market share!
To some extent, TSMC's situation is both regrettable and hateful. On the one hand, due to the long-term ban on the production of tablet computers in the United States, the pressure of market competition has increased, and TSMC has to find a way out in the American market. On the other hand, TSMC's market value is declining due to high labor costs and challenges in the U.S. market.
Huawei is not alone.
Huawei is no longer alone. On the road of independent R&D, Huawei has been actively seeking partners. Cooperation has become a powerful tool for overcoming difficulties. Huawei realizes that the power of the individual is very limited, while the power of the team is unlimited. On the road of technological innovation, Huawei and experts from all walks of life have risen to the challenge and worked with partners to explore and explore. This open and cooperative attitude not only broadens their horizons, but also accelerates the pace of technological innovation.
Huawei isn't resting on its laurels. Independent research and development has become its main competitive advantage. Instead of relying on social resources, Huawei has achieved a technological leap forward by relying on its own wisdom and strength to independently develop chips. This is not only a technological innovation, but also a journey of self-transcendence. In this process, they found that only by having the courage to break through technical barriers can they gain a firm foothold in the fierce competition.
But Huawei's success doesn't stop there. They know that in this era, independent innovation is the key to invincibility. In the face of the unpredictable Internet world, the ever-changing technological changes and the constantly developing market demand, only continuous innovation can keep pace with the times and stand tall. Therefore, enterprises should not only be satisfied with past achievements, but also work harder to seek breakthroughs, constantly try new technologies, find new markets, and maintain competitiveness.
The people's point of view: abandon all illusions.
Some time ago, TSMC finally submitted it to the United States"Exemption from export controls for semiconductor equipment"Application.
The good news finally came: TSMC was approved to operate the Nanjing factory!
Paradoxically, however, the exemption period is only one year. It makes people angry, laugh and cry. I think there must be a sense of ridicule among people inside TSMC.
At the beginning, the head of TSMC once said arrogantly that his dependence on the mainland market was only 10%, and the failure of the mainland market had little impact on TSMC, and the US market was the market he really wanted to pay attention to.
However, the result was not what he expected. It is also with the progress in chip technology that TSMC has reversed the situation and become the dominant party.
This story also confirms the point of view of "People**": only by abandoning all illusions and insisting on self-examination can we find a way out.
In such a competitive era as the Internet, technological innovation is the key to maintaining competitiveness. Only by constantly overcoming technical barriers can we continue to be at the forefront of the industry and become the leader of the industry.
TSMC wants to return to the Chinese market, but it faces a huge test. The Chinese market is becoming increasingly competitive, and Huawei's in-house R&D capabilities make it a formidable competitor. In addition, Chinese consumers are more inclined to support the products of local companies, making it increasingly difficult for foreign companies like TSMC to regain market share in China.
In addition, the global semiconductor industry is currently facing overcapacity and declining demand, which also poses challenges for TSMC. Huawei's return could lead to a decrease in Apple's orders, further impacting TSMC's business.
TSMC was also one of the major leaders in the global semiconductor manufacturing industry, but in the face of political pressure from the United States, TSMC decided to abandon its cooperation with Huawei. However, TSMC tried to re-enter the Chinese market some time ago to seize the development opportunities of the Chinese market.
Huawei's in-house R&D has been a great success in the semiconductor field. The Kirin 9000s chip, launched some time ago, demonstrates its in-house R&D capabilities, making it a leader in 7nm chips. This shows that Huawei has been able to overcome external technical limitations and complete independent research and development, rather than relying on external manufacturers such as TSMC.
This achievement is the product of China's independent innovation and the result of the hard work of scientists and engineers. China's support for independent innovation and investment in science and technology have already begun to produce obvious results.