TSMC, as the leader in the semiconductor foundry field, has always been firmly in the Diaoyutai, but the impact of recent months has plunged TSMC into a serious crisis. In the face of the rapid development of science and technology in Chinese mainland, the United States launched a semiconductor chip war, hoping to prevent China's rise in the semiconductor field through various means. In order to enhance its position in the global semiconductor industry chain, the United States has invested a lot of money to attract TSMC and Samsung to build factories in the United States. However, in the process of building the factory, the United States has been slow to release the promised subsidies, and has also required TSMC to hand over customer data and technical secrets. In the face of this request, TSMC resolutely opposed it and responded to the tough attitude of the United States by delaying the progress of the construction of the factory. The stalemate between the two sides has led to a series of bad consequences, which in turn have further worsened the situation for TSMC. At the same time, the United States has also joined forces with other semiconductor companies to invest in the construction of R&D centers, hoping to get rid of its dependence on TSMC and even compete for the right to speak in semiconductor technology, which makes TSMC face a greater dilemma. Not only that, but the Netherlands has also bypassed TSMC, which has worked most closely, to form a semiconductor alliance with South Korea and carry out a series of cooperation. It can be seen that TSMC was not only blocked in the United States, but also suffered a heavy blow in Europe. In short, TSMC's current situation is very grim and it is already in a completely defeated situation.
As a leader in the semiconductor foundry industry, TSMC once occupied an important position in the world. However, in recent years, with the rapid development of the semiconductor industry in Chinese mainland and the strategic adjustment of the United States and other countries, the semiconductor industry chain is undergoing major changes, forming a new pattern. In order to improve its competitiveness in the semiconductor industry, the United States has invested a lot of money and adopted a series of measures to attract companies such as TSMC and Samsung to set up factories in the United States. And the Netherlands has also chosen to establish a partnership with South Korea, bypassing the history of cooperation with TSMC. These moves mean that TSMC's position in the global semiconductor market is being seriously challenged. At the same time, the rapid development of the semiconductor industry in Chinese mainland has led to more competitors in the market, which has weakened TSMC's competitive advantage to a certain extent. Therefore, the new pattern of the semiconductor industry chain has put TSMC in a difficult situation, and at the same time, it has also brought new opportunities and challenges to the global semiconductor industry.
TSMC's problems and challenges are not limited to the U.S. and European markets. In terms of semiconductor technology, TSMC's 2nm process has been jointly blocked by countries such as the United States, the Netherlands, and South Korea, which is a huge blow to TSMC. In addition, companies such as Samsung and Intel are also clinging to the 3nm-7nm process, making TSMC's competitiveness in this field very weak. In terms of mature processes, Chinese mainland, with its huge market and development potential, is increasing production capacity investment, making the ** of mature processes gradually decline, which is also a big challenge for TSMC. In addition to technical issues, TSMC's plans to build factories around the world have also been hampered. Countries such as the United States, Japan, and Germany have all imposed various restrictions and requirements on TSMC's plans, which has seriously disrupted TSMC's globalization strategy. Various problems and challenges have put TSMC in a difficult situation, facing a series of risks and uncertainties.
Looking back at the entire development history of TSMC, we can find that the semiconductor industry environment in which it is located has undergone tremendous changes. In the context of the rapid rise of the semiconductor industry in Chinese mainland, TSMC is facing great pressure and challenges. However, I don't think TSMC has made the right judgments and adjustments in time to deal with these challenges. For example, in the face of US restrictions and requirements, TSMC did not actively make strategic adjustments to the Chinese mainland market, but chose to compete with the United States and other countries. This makes TSMC miss the opportunity to cooperate with Chinese mainland and lose its competitive advantage in the global industrial chain. Therefore, I believe that TSMC's loss is not entirely a surprise victory for other countries, but also related to its own strategic choices and judgments.
In the future, I think TSMC needs to re-examine its positioning and development strategy. First of all, TSMC should increase investment in the Chinese mainland market and form a win-win cooperation situation with local Chinese enterprises. Secondly, TSMC needs to improve its own R&D strength and technical level, enhance its independent innovation capabilities, and actively explore new technological breakthroughs. In addition, TSMC can also establish cooperative relations with semiconductor companies in other countries to jointly carry out R&D and production to achieve complementary advantages and jointly respond to market competition. In short, TSMC needs to be more proactive in facing challenges and making the right strategic choices in the future to maintain its competitiveness and leading position.