、TSMC, asChipsThe "hegemon" in the field of manufacturing has always relied on the leadingChipsOEMTechnology and high-quality products have won wide acclaim. Whether it's applesQualcomm, Nvidia stillMicronand other giants, have chosenTSMCas a partner. And now,TSMCIt has taken the lead in realizing the mass production of 3nm, and actively deploys the field of 2nm and 1nm technology, which is widely believedTSMCWe will continue to maintain a leading position in these areas. However, experts have a very different view.
The sound of prophecy, experts came as promised. At present, expert Xiang Liqun has made a statement, sayingTSMCFacing the risk of potential problems, it even pointed out that 2nm technology could be its "last straw". As soon as this remark came out, it caused a lot of shock in the industry. So, why do experts doTSMCWhat about the future development of such a profound judgment? Let's hear from the experts.
In the opinion of expert Xiang Liqun, it is necessary to think inChipsIn an invincible position, simple process improvement is no longer enough, but more importantlyChipsImprovement of design capabilities. ComparedChipsDesign,TSMCIt has been focusing on the optimization and improvement of 3nm, 2nm, 1nm and other processesChipsIn terms of performance, the speed is too slow. Actually,TSMCis a company that focuses onChipsOEMof enterprises, withChipsDesign firmsThe positioning and function are different, which means:TSMCIt is more of a "maker" than a "creator".
The world is revealedChipsThe veil of the industry: numbers are not everythingChipsPerformance needs more consideration.
When the myth is dispelled, people gradually realize thatChipsThe performance is not determined only by the nanoscale process7nmChipsand 10nmChipsFor example, smaller nanoscale processes don't always lead to better performance gains. The upgrade of the digital process only represents:Chips, but it can't be directly statedChipsPerformance enhancements. As consumers continue to deepen their understanding of this, people are beginning to re-examine the process pairChipsThe actual impact of performance, which also givesTSMCPresents certain challenges.
In recent years, the United States has been interested inHuaweisanctions make it impossible to continue withTSMCConductedChipsOEMCooperation is the only way to be self-reliant. Although subject to the U.S. policy blockade,HuaweiFaced with the inability to produce their own homeKirinChipsbut with hard work, it still successfully launched its own developmentChips。EspeciallyKirin9000s inmate60The performance in the series has sparked industry attention. However, what makes people think about it is that consumers are more concernedChipsdesign and production manufacturing process.
Even if it is limited by the manufacturing processHuaweiStill with independent design, customized productionChipsWon market recognition. mate60seriesKirinThe 9000s processor once again proves that the process is not the only consideration, and the design innovation and technology application are also crucial. The announcement of this fact not only challenges the conventional wisdom of "process is performance", but also brings a new perspective on the experience for consumers.
TSMCof maturationChipsThe process capacity utilization rate has dropped to 50%-70%, which may mean that there is a certain crisis lurking. At the same time, domesticChipsis accelerating development and is committed to self-reliance. In the future,China ChipIt will surely usher in more breakthroughs and progress, showing unlimited potential and prospects.
TSMC, asChipsOEMThe giant has always occupied a dominant position in the market with leading process technology and high-quality products. However, as experts analyze its future development in depth, we find that the process is onlyChipsPerformance is part of the equation, but design and innovation are just as important. in domestic productionChipsAgainst the backdrop of the rising up,TSMCPerhaps it is necessary to re-examine its own positioning and development strategy, and continue to innovate in order to be invincible.