The wind direction is changing, and TSMC wants to "turn back to grass".The people assert that the wind has changed.
As the world's largest chip foundry, TSMC's strength has always been not to be underestimatedAlthough TSMC is said to be a company from Taiwan Province of China, after the former United States revised the chip rules many times, TSMC stopped cooperating with Huawei from China, and TSMC's big customers are only left to love Apple, Intel, Qualcomm and other companies that are obviously American companies, in order to curry favor with the former United States and get more orders, TSMC decided to invest $12 billion to build a factory in the United States and embarked on"**"Directions!
In the case that TSMC is very dependent on American orders, TSMC has no choice but to go to the United States to build factories to curry favor with the United States;However, the United States has repeatedly changed the rules of chips, which has directly broken the balance of the development of the global chip market, resulting in the development of Qualcomm, Intel, Apple and other companies has been greatly affected8 trillion US dollars, and TSMC, as a chip foundry, is the only company in the world affected by this. And TSMC, as a chip foundry giant, is also deeply affected!
After entering 2023, TSMC began to accelerate its bet on 3nm chips, but this time TSMC's largest customer, Apple, came with news that it would cut more than 120,000 unique N3 wafersThis also made TSMC a little unexpected, and Apple cut off the 3nm single chip, which also changed the direction of the entire semiconductor chip market, because the process yield of 3nm chips is not high now, so TSMC's production cost is also very high, in addition to Apple, TSMC has no more orders for 3nm chips, and at this time, TSMC has to turn its attention to the chip market with 28nm mature process and begin to want to eat"Turning back grass"！
TSMC is also rumored to have made adjustments, on the one hand, it plans to slow down the expansion plan of advanced factories in the European market, and on the other hand, it is to accelerate the expansion of 28nm factories in the Chinese mainland marketThis also shows that TSMC's development direction has changed, and it has begun to set its sights on the domestic mature process chip market, and it wants to eat back again!
In recent years, SMIC has been expanding the construction of 28nm chip factories and making efforts in the 28nm mature process chip market, so this time, it is not so easy for TSMC to focus on the mature process chip market;In fact, China's "People" said very early on: core technology cannot be bought, and Chinese science and technology companies must abandon illusions and diversify their layout in order to stand tall in the international market
TSMC went calmly and had a hard time returning;This time, it is obviously impossible to return to the domestic market and take orders from Chinese companies such as SMIC, which have accelerated in the field of basic technology research and development in recent years and have gained a firm foothold in the mature process wafer market"Disintermediation"Doomed;And Chinese companies don't want their jobs to be robbed!TSMC must also speed up the research and development of core technologies and adhere to the road of independent innovation in order to get there"Foodie"Don't panic!I wonder what you think about this?