As we all know, in the past few years, affected by the ban on American chips, many chip-related companies have fallen into difficulties, including Samsung and TSMC. Although Samsung and TSMC are among the top two giants in the field of high-end chip foundry and have the absolute right to speak, they still have not been able to withstand the blow of "losing the Chinese market".
Before the Sino-US chip war began, TSMC sat on more than 60% of the global share of high-end chip foundry, followed by Samsung, Samsung + TSMC, almost formed a monopoly in the field of high-end chip foundry, Intel, SMIC and other companies can only look at it.
However, after the United States promulgated a new chip bill, chip companies were restricted from chips in China, especially high-end chips, which led to China wanting to buy but could not buy it. In this passive situation, Chinese enterprises were forced to speed up independent research and development, and through just a few years of efforts, China Chip has achieved a huge breakthrough. And Chinese companies have gradually shifted from "can't buy" to "don't buy", and this change has had a huge impact on TSMC and Samsung!
Although Samsung and TSMC are leading in advanced process technology, the question is, who to sell to?In terms of situation, Samsung is even more miserable, followed by TSMC. Although Samsung and TSMC have achieved 3nm mass production, up to now, Samsung's 3nm process has not won any orders, and TSMC has monopolized Apple's 3nm chip orders, including A17, M3, etc. In the past few years, Samsung has seen a net profit ** for several consecutive quarters, with a decline of as much as 95%.
Although TSMC's advanced technology has received certain orders, due to the limited orders for advanced chips, it cannot make TSMC "full"!TSMC's largest revenue** should have been a mature chip manufacturing process of 7nm and below, but now, it can't be sold, and it is obvious that TSMC is also very distressed!
In order to solve this problem, realize self-help!TSMC and Samsung have had a showdown, among them, TSMC wants to reduce the foundry of 7nm chips**, with a decrease of about 5%-10%, while Samsung has increased investment in mature processes
But mature process chips, obviously, the main "buyer" is Chinese companies, but limited by the chip ban, even if the price is reduced, TSMC can not continue to OEM for Chinese enterprises, as foreign media said, cutting off the supply to China is causing trouble. This matter is not as easy to solve as imagined, and the price reduction to save itself may only save a loneliness, but it still cannot solve the dilemma of TSMC and Samsung.
In fact, for China's technology industry, the 28nm mature process has been able to meet the chip needs of 90% of the market, and we are currently in the field of 28nm-180nm process, has been able to achieve self-sufficiency, according to the plan, by the end of 2025, the chip self-sufficiency rate can be increased to about 70%, at this rate, if American companies want to continue to make a lot of money in the Chinese market ** "obsolete chips", it may be difficult to succeed!
From another point of view, China's chip has been able to make significant progress in just a few years, and it is inseparable from the spur of the United States, from "can't buy" to "don't buy", this transformation is a milestone for the development of China's chip industry. The same is true of the chip dispute between China and the United States, abandon all illusions in order to open a new era, continue to work hard!