Recently, the United States has revised the subsidy rules to require companies applying for chip subsidies to submit core data, which is obviously not suitable for TSMC and Samsung. As a result, TSMC announced that it would stop applying for subsidies from the U.S. core and repeatedly postponed the production plan of the U.S. factory. Despite the obstacles to building a factory in the United States, TSMC has not given up the opportunity to lay out other markets.
TSMC abandoned the Chinese market in order to maintain market share in the United States. Due to the high demand for mature and primary processes in the Chinese market, TSMC decided to reduce the ** of mature and 7nm processes in an attempt to win back Chinese customers. This move shows TSMC's active layout in the global chip foundry field.
In order to make up for the loss of building factories in the United States, TSMC decided to speed up the construction of factories in Japan and Europe. In order to develop its own chip foundry industry chain, Japan** has provided a large number of subsidies and invited TSMC to build factories. TSMC in Japan can not only meet the local market demand, but also have the opportunity to jointly develop advanced process technology with Japan.
Europe also wants to develop a localized chip industry, so it has provided financial subsidies to European semiconductor companies such as STMicroelectronics. However, TSMC's plans to build factories in Germany face certain difficulties, and Germany is facing problems such as an aging population and skills shortages. Although Germany is an industrial power, it is not in urgent need of investment from foreign chip foundries.
In the past, Samsung's market share in China has gradually declined, but after the recent permanent waiver, Samsung began to ship in large quantities and expand its presence in the Chinese market. The demand for mature processes and 7nm processes in the Chinese market is still large, and both TSMC and Samsung hope to attract Chinese customers through high-quality quality and supply.
TSMC and Samsung have accelerated the layout of the global market in the face of pressure from the United States and changes in subsidy policies. TSMC gave up the Chinese market, invested in Japan and Europe to build factories, and cooperated with Japan to develop advanced manufacturing processes, while Samsung increased its layout in the Chinese market. This series of initiatives demonstrates the flexibility and strategic adjustment ability of TSMC and Samsung in adapting to changes in the global landscape.
To sum up, TSMC and Samsung's position in the global chip foundry field is very important, but due to the impact of US policies, the two companies have to change their strategies and increase their layout in other markets. Whether it is accelerating the construction of factories in Japan and Europe, or increasing investment in the Chinese market, TSMC and Samsung are trying to adapt to the changes in the global landscape, which will have an important impact on the global chip industry chain.
Summary: With the increasingly fierce competition in the global chip foundry field, the layout and strategic adjustment between enterprises have become particularly important. TSMC and Samsung, as two global chip foundry giants, have adopted different response strategies in the face of changes in US policies and changes in demand in the global market. TSMC voluntarily abandoned the Chinese market, accelerated the speed of factory construction, and sought new opportunities in Japan and Europe, while Samsung chose to increase investment in the Chinese market. These changes will undoubtedly have a significant impact on the global chip industry chain and market structure, and also remind other companies to pay close attention to market changes and flexibly adjust their strategies to remain competitive.