Changed face?TSMC Samsung announced a major decision, what exactly did China do?
The United States has only a short history of 200 years of development, and it has been able to dominate the world for several decades, relying on its powerful military strength, cutting-edge science and technology, and the global circulation of the US dollar. The hegemony of the United States has made many countries in the world dissatisfied, but many countries are afraid of the powerful military and scientific and technological strength of the United States, and they dare not speak out in anger, so they can only submit to the United States"Lust for power"。But there are also countries that make the United States uncomfortable, such as Russia and China.
Since the reform and opening up, China's science and technology have begun to develop rapidly, and some time ago it was also a climax of China's science and technology. Completely self-formed space station, 5G communication technology, superconducting quantum chip technology, etc. Especially in 5G technology, Huawei, as a national enterprise in China, has completed the catch-up with the United States and other Western countries in the 5G era, changing the situation of China in the past in the field of communications, and making China a leader in the 5G era.
However, the rise of our country in the field of science and technology has made the United States feel tremendous pressure, and the United States regards our country as the world hegemon"Roadblocks", began to impose sanctions on China's Huawei and other technology companies, and the development has escalated to the suppression of my entire technology field. The most obvious manifestation is the semiconductor field, from the chip ban at the beginning, to the invitation to TSMC, Samsung and other chip quadripartite alliances, and then to the Netherlands and Japan to reach a tripartite agreement this year, the purpose of which is to curb the development of China's semiconductor chips and try to integrate China's chip technology"Blocking"Beyond 14 nanometers.
However, what Biden didn't expect was that in recent years, China's leading position in the semiconductor field has not stopped China's semiconductor industry, but has thrown the U.S. semiconductor market into chaos. U.S. giants such as Nvidia and Intel began to pursue a ban on vulnerabilities for the Chinese market"Special"The processor threads the needle leads. In addition, chip foundry giants such as Samsung and TSMC have also announced important decisions. In this regard, some foreign media raised an incomprehensible question: What has China done?Let the chip industry giants"Change face"！
TSMC announced its revenue for March 2023 some time ago, down 15% year-on-year. It can be said that this is the worst revenue ever, you must know that since June 2019, TSMC's revenue has increased year-on-year every month, and in March this year, it declined for the first time, ending the continuous year-on-year growth"Legendary"。To this end, TSMC announced the termination of the expansion plan of mature 28nm wafer fabs such as Kaohsiung and Zhongke, which is another upgrade after stopping the construction plan of 7nm wafer fabs.
Secondly, after Samsung announced its net profit for the first quarter of 2023 some time ago, it was complained about by South Korea"Shame", as Samsung's profit fell 96% in the first quarter. In this regard, Samsung also announced a production reduction plan, it is worth noting that in February this year, the head of Samsung had said,"It is not allowed to artificially reduce the output of chip production capacity"Now, because of the decline in profits and the serious accumulation of inventory, it is announced that the chip production capacity must be controlled at a reasonable output level!
You must know that TSMC and Samsung are the top two in the global chip foundry field, and they are among the best in terms of foundry level and production capacity. At this moment, at the critical stage of the rapid development of global science and technology, you have not accelerated the expansion of production, but announced the reduction of production capacity, is this the reason?
In fact, it is not difficult to understand that the most important reason why these two chip foundry giants announced production cuts is either because of the chip ban in the United States. Especially in order to get chip subsidies in the United States, TSMC He Samsung has spent a lot of money to invest in the United States to build factories, these two main customers are Qualcomm and other American chip companies, and Qualcomm, Intel and other American chip giants, because they can't ship for free, resulting in product backlogs, revenue and profits have declined, and even multiple rounds of layoffs, sales will inevitably reduce production, which is very heavy for TSMC and Samsung.
It is worth noting that Qualcomm and Intel's chip products are mainly shipped to the mainland market. The chip ban means that high-end chips in the mainland market cannot be shipped, and it also means that Meixin is labeled"Unreliable"tags. Domestic companies have witnessed Huawei's experience and have begun to deliberately reduce their dependence on American chips and tilt towards domestic foundries.
According to public data, the total number of imported chips in 2022 will exceed 97 billion, and the number of imported chips in the first two months of this year will decrease by 26% year-on-year5%, thanks to the joint efforts of domestic enterprises, the production capacity of domestic chips has reached 1 billion per day. In addition, in the field of wafer foundry, SMIC ranks third, with four integrated circuit factories above 28 nanometers, once completed and put into operation, the domestic integrated circuit production capacity can at least reach, which will further improve the national self-sufficiency rate.
It is worth mentioning that after entering 2023, the national policy began to tilt towards the semiconductor field, and after the reorganization of the technology sector, the SASAC officially announced that it would increase its support for integrated circuits, industrial masters and other fields. This also means that China has begun to fully launch the internal substitution chain of the semiconductor industry, and it is foreseeable that in the future, more Chinese companies will put wafer capacity into domestic production, and then import wafers to reduce orders.
In general, TSMC and Samsung's announcement of production cuts, as well as Nvidia and Intel's search for ways to circumvent the ban, are all due to the increasing self-sufficiency rate of China's domestic wafers, which simply means that China no longer buys imported wafers, especially mature 14nm and above wafers, because these wafers are basically domestic.
Obviously, TSMC and Samsung began to desperately suppress the mainland market in order to obtain chip subsidies from the United States. Now, as the United States tightens restrictions on applying for subsidies for chip production, it is likely that they will abandon the application for subsidies for chip production and have to deal with the Chinese market more to reduce the demand for imported chips. Due to the decrease in China's imported chips, orders mainly from the United States will also decrease, which will inevitably affect the orders of TSMC and Samsung, which is the main reason for TSMC and Samsung to slow down their expansion!
If TSMC and Samsung can't recognize the reality and move closer to the United States, intending to take a black road, the final result will be abandoned by the Chinese market!In other words, the Chinese market is an indispensable part of the global semiconductor industry chain and one of the world's largest chip consumer markets