TSMC is in danger, and foreign media warn that it is under pressure and unbearable
As we all know, TSMC occupies more than 60% of the international market share, and may have a small say in the field of foundry services.
Even in 2022, TSMC's revenue continues**, showing the highest ever"Grades", but now foreign media claim: As the largest chip foundry in the international market, TSMC can't deal with it!Why?
You must know that TSMC and Samsung were in the international semiconductor market before, and the advanced process chips of those two are almost standard, and even now, they are all built for the 3nm process technology level.
But for the yield rate, there is a huge gap, according to the first half of 2022"Scandal"According to the report, the yield rate of Samsung's 5nm process chip is quite embarrassing, only 35%.
Of course, not only the 5nm process, but also the 4nm process and 3nm process chips, according to current reports, the yield of Samsung's 3nm process chips has dropped to 20%.
This undoubtedly underscores TSMC's role as a chip foundry service"One brother"status of Samsung"Scandal"It has also made some customers choose TSMC foundry, and the main representative of this manufacturer is Qualcomm.
After receiving orders from Qualcomm and other companies for TSMC's chip foundry demand, in the second half of 2022, the trend of TSMC's chip overcapacity has almost not changed at all.
Based on the original"Chip shortage"situation, TSMC has accumulated a lot of orders, so the company in the international semiconductor market"Cold"There was no impact in the process.
According to TSMC's 2022 financial report, the annual revenue reached 2263NT$8.9 billion, equivalent to RMB 50258.4 billion yuan, not only a year-on-year increase of more than 426%, which also refreshed TSMC's revenue record high.
It can be seen that TSMC's revenue in 2022 has not been affected at all in terms of numbers, but in fact, everyone's sight has been confused due to the accumulation of orders, which is essentially bad news in the international chip market.
The data for 2022 reflects that the shipments of the global mobile phone market have dropped to less than 1.2 billion pieces, a year-on-year decrease of 12% compared with the total shipments in 2021.
In the case of PCs, global shipments were also down 162%, while the decline in PC devices has been exacerbated by the popularity of smartphones, with shipments of both reaching their lowest point in nearly a decade.
With the sharp decline in PC equipment and mobile phone shipments, American giants such as Intel, NVIDIA, AMD and Qualcomm have also experienced revenue declines and evaporated market value.
The most important thing is that the decline in revenue has not caused the company's capital investment to decrease slightly in 2023, coupled with its own excess inventory, the result is that major American companies have made a certain degree of investment in TSMC"One-size-fits-all"。
According to the data, TSMC's market trend in the first quarter of 2023 is expected to reduce the utilization rate of 7 6 nm process chips to 40%, and the utilization rate of 5 4nm process chips to 70%-80%.
In addition, chip foundries such as Samsung, Intel, UMC, and TSMC have adopted it"Reduced profit margins"to attract more customers by cutting prices and reduce the losses caused by chip overcapacity.
According to the statistics of the American Semiconductor Association, although the demand for semiconductor chips in the Chinese market has declined, it accounts for 32% of the international market shareMore than 5%, it is still the world's largest chip consumer market.
But in the face of this"Fatty meat", TSMC due to the old with the United States"Agreement", unable to ** chips in the Chinese market, which will also become one of the important factors for TSMC's revenue decline in 2023.
So, what do you think about the current situation of TSMC?Feel free to leave a message in the comment area!