As we all know, due to the revision of relevant rules by the United States, leading wafer factories such as TSMC and Samsung are unable to provide chip foundry services for Huawei. This move directly led to TSMC's loss of Huawei's HiSilicon, the top three major customers in its own contribution, and at the same time, it also triggered a new round of "tsunami" in the global chip processing market.
Affected by the revision of relevant regulations by the United States, the European Union plans to spend 45 billion euros to support the local chip industry chain, build a localized processor industry, and eliminate the negative impact that the external ** chain may have on the local chip industry. Russia also announced that it will invest special funds in the field of high-end semiconductor manufacturing.
More and more news confirms that the semiconductor foundry system belonging to the "old era" is disintegrating. As the world's top wafer foundry, TSMC has become more and more passive after Huawei announced the first chip and ASML made a clear statement.
First of all, Huawei announced that it will put a number of self-developed chips into its products, such as the Kirin 9000S equipped with the Huawei Mate 60, and the Kirin 8000 and Kirin 9000SL chips in the Nova 12 series. In previous years, these high-end chip products could only be foundry through TSMC and Samsung. At present, Huawei has solved the problem of chip manufacturing through the domestic industrial chain and actively solved the problem of dependence on TSMC's chip foundry business.
In addition, Huawei has also independently developed screen driver chips, smart TV chip Honghu 900, automotive chip Kirin 9610A and other products. Most of these products use the domestic industrial chain for their foundry, which further reduces TSMC's share of the chip foundry market in the mainland market.
In addition, with the continuous improvement of the technical level of the domestic industrial chain, more chips will be put into production in the mainland. At that time, it will inevitably have an impact on TSMC's market position in the foundry field.
At the same time that Huawei publicly adopted domestic Kirin chips, there was also new news from ASML in the Netherlands. And this new news is undoubtedly another "bad news" for TSMC. According to reports released by foreign media, the Dutch ASML has officially delivered the first NA EUV lithography machine to the American chip company Intel, which was originally designed to mass produce chips with more advanced nodes such as 1 nanometer.
TSMC, which has the largest market share in the global chip foundry field, did not get the NA EUV lithography machine that ASML debuted. What this means is self-evident, Lao Mei obviously does not regard TSMC as "its own person". In the future, it is only a matter of time before Intel is supported to take the position and replace TSMC.
The construction of TSMC's U.S. factory not only brought a complete industrial chain to the United States, but also cultivated a large number of technology-related professionals for the other party, which can be regarded as "digging its own grave". At present, Intel has made it clear to the outside world that it will vigorously develop the chip foundry business, and plans to become the world's third largest chip foundry institution.
Thanks to the support of the United States for local chip companies, although Intel's revenue in the chip business has declined in the past two years, it has not suffered any substantial negative impact.
Not only has the scale of the chip foundry business continued to expand, but also ordered 6 NA EUV lithography machines from ASML at one time. You must know that the production capacity of ASML NA EUV lithography machines in 2024 is only ten, and the remaining four equipment TSMC will have to compete with Samsung and other manufacturers. Losing the ** of advanced equipment, no matter how advanced TSMC's technology is, it is only a matter of time before it is replaced by Intel.
Therefore, TSMC's situation has become more and more passive. After losing Huawei's HiSilicon chip orders, although the orders of American companies filled the gap in a short period of time, in the long run, TSMC also lost Chinese mainland, the world's largest semiconductor consumer market.
Under such circumstances, TSMC's senior management decided to go to the United States to set up a foundry to transport its technology and talents to the United States, which undoubtedly exacerbated its passive situation. Now, Intel has made it clear that it will enter the chip foundry industry, and has purchased 6 NA EUV lithography machines from ASML at one time, making it clear that it wants to show its strength in the field of chip foundry.
Now, it is becoming more and more difficult for TSMC to continue to maintain its lead. Only by striving for the free shipment of Chinese companies such as Huawei can we recover from adversity, but the United States will certainly not allow this to happen. TSMC has obviously also noticed related problems, so it will put all the advanced factories of 2nm chips in Taiwan Province and build new wafer foundries in countries around the world.
As mentioned at the beginning, the global chip foundry industry will become extremely fragmented in the future, and it will not continue to maintain a dominant situation. What do you think about this?Everyone is welcome to leave a message and discuss!List of high-quality authors