TSMC suddenly received a large number of 7nm orders from Chinese companies, and Zhang Zhongmou said that I am Chinese
TSMC is the world's most advanced chip manufacturing technology manufacturer, especially in terms of advanced manufacturing process, TSMC is far ahead of other manufacturers, taking the lead in mass production of 7nm, 5nm and other chips, and the yield rate is also very high.
Data shows that TSMC produces more than 63% of the world's EUV wafers, and orders for chips below 7nm alone account for more than half of TSMC's revenue.
Many technology giants around the world have supplied TSMC ** chips, which are produced by its foundry, Apple is TSMC's largest customer, and Huawei is TSMC's second largest customer.
When Huawei's 5G technology was ahead, the United States changed the chip rules several times, restricting the shipments of TSMC and other chip companies using American technology, resulting in Huawei's chip orders being unable to be produced.
Subsequently, the United States revised the chip rules several times to further restrict the shipment of TSMC's high-performance chips, especially high-performance artificial intelligence chips.
TSMC has effectively announced that engineers are no longer able to assess in detail the computing power of chips from various Chinese companies, and have instead asked manufacturers to fulfill the regulations themselves.
Unexpectedly, TSMC suddenly received a large number of orders for 7nm chips from Chinese companies, and almost all of these chip orders are advanced AI chips.
According to news from TSMC, Ali Pingtou, ZTE Microelectronics and other companies are sending 7nm chips to TSMC's foundry, and TSMC is also receiving these orders.
In addition, ZTE Microelectronics has become one of TSMC's three major customers in the mainland, with orders doubling in the first quarter of this year and doubling again in the second quarter
Alipintong's chip orders have increased quarter by quarter this year, and orders in the second half of the year will be twice as many as in the first half of the year.
It is reported that due to the rapid growth of 7nm wafer orders, TSMC's 7nm capacity utilization rate in the second half of this year will be greatly improved.
You know, Huawei used to be TSMC's largest customer of the 7nm process, and the change of chip rules has made AMD the largest customer of TSMC's 7nm process.
Now, TSMC has suddenly received a large number of orders for 7nm chips from Chinese companies, and although the United States restricts TSMC shipments, Zhang Zhongmou publicly stated that he is Chinese.
According to reports, since the beginning of the United States changing the wafer rules, Zhang Zhongmou has been singing the opposite, and has publicly stated that there is no benefit in restricting the shipment of the US semiconductor industry, and it is impossible for the United States to build a complete wafer industry chain.
The United States plans to subsidize the integrated circuit semiconductor industry by more than $50 billion. Zhang Zhongmou said that if the United States thinks that it can build a complete and powerful integrated circuit manufacturing industry chain through subsidies, this is undoubtedly a naïve idea.
Zhang Zhongmou also said that mainland manufacturers should give priority to the development of wafer R&D and design technology, because wafer manufacturing is an asset-heavy industry.
In fact, entering 2023, TSMC's attitude has changed a lot.
First of all, TSMC rejected the basic subsidy plan of the United States, saying that the United States required too much data and suspended the application, which means that TSMC will have to re-act to build a factory in the United States, and the construction time may be delayed or reduced.
Secondly, TSMC Wei Zhejia and other team leaders visited Shanghai to participate in the annual science and technology forum. Liu Deyin said that Chinese mainland is an important consumer of TSMC**.
In addition, TSMC has been authorized to expand its factory in China to increase the production capacity and process of its Nanjing factory.
The most important thing is that the domestic chip manufacturing technology has advanced by leaps and bounds, and the yield of 14 nanometer process has reached the world's leading level, and the de-rasterization has been basically realized.
Li Nan has publicly stated that in the next 12 months, the domestic market will reach a total flow of 7 nanometers outside the United States, and the domestic market is the world's largest chip consumer market, and TSMC naturally does not want to miss it.