Recently,IntelThe CEO of China made a statement about ChinaChipsReviews of technology, claiming that China and the United States are inChipsThere is a nine-year gap in technology, and this gap will continue. This remark has caused widespread controversy, especially in the Chinese marketIntelQuite a lot of support against the background. However, the orderIntelWhat I didn't expect is,TSMCSoon began to "slap in the face".
ForIntelof remarks,TSMCBy outgoingApplesThe news that it is about to become its first customer for its 2nm process hits back. This news is not surprising, as in the past,Appleshas been passed withTSMCThe collaboration shares a large portion of 3nmChipsCraft. SoApplesBe the first to adoptTSMCAdvanced technology customers are not surprised. However, more critically,TSMC's 2nm process has been market-proven and has been able to win over such an important U.S. customer.
It is worth noting thatTSMCTwo new ones are currently under constructionChipsfactory to meet 2nmChipsLarge-scale demand for production, and a third plant is also in the approval stage. In contrast,IntelWhat can be shown so far? Although it cannot be completely denied that they are in the EUVLithography machineon the advantage, and has been gainedasmlof the right of first refusal. In addition,IntelClaims to have broken through 3nm and 2nm technologies and plans to build 15nmChipsFactory. However, in the eyes of the general public, the latter is not much convincing, because:IntelThe mass production phase of these technologies has not yet been truly demonstrated. AlthoughasmlThe company does toIntelDelivered 2nmLithography machine, which could mean:Intelhas mastered the more advancedChipsOEMTechnology. But this does not mean that they will be able to continue to remain AmericanChipsLeading the way in technology.
On the one hand,TSMCThe leading strength has been widely recognized by everyone, and far exceededSamsungwithIntel。In terms of technical strength, they have laid out advanced processes such as 2nm and 3nm. But only the ones that are really recognized by the market are still thereTSMC。Especially in their frequent disclosure of the tipChipsOEMIn the context of the order,TSMCSuch Chinese companies dare to speak about ChinaChipsThere is a 10-year difference between technology and American technology, are you really not afraid of being slapped in the face?
On the other hand,IntelThe reason why they have such confidence is mainly because they are about to rise inOEMfield, and inChipsDesign-wise, AmericanChipsEnterprises have always had certain advantages. In addition,ChipsThe restrictions of the tripartite agreement also give them greater confidence that they will continue to maintain their technological leadership. However, they seem to ignore several facts. First of all,TSMCin the advancedChipsOEMaspects are unlikely to giveIntelopportunities, especially inIntelThe technical strength has not yet been recognized by the market in the background. For nowTSMCFrequent outgoing tipsChipsOEMThis is indicated by the news of the order. Secondly,ChipsThe tripartite agreement is still an uncertain factor at the moment, and the United States is thereChipsThe impact of the ban on the design may result in it not being able to sustain a virtuous cycle pattern. SoIntelSuch arrogant statements may be premature.
From the point of view of the moment, China isChipsIt is true that there are some backward problems in the field of technology. Although we have made some breakthroughs and progress, there is still some distance from the United States. However, it is undeniable that it is ChinaChipsThe industry is in a stage of vigorous development, with huge potential and market demand. At the same time,TSMCAs a representative of China, it has demonstrated world-class technological strength and market competitiveness.
ForIntelIn the Chinese market, they are not only beneficiaries, but also competitors. Their rhetoric, while well-founded, ignores ChinaChipsHuge potential energy in industrial development. ChinaChipsAdvancements in technology have led to breakthroughs in many areas, such as artificial intelligence, mobilityCommunicationsWait. And China** is also increasingChipsIndustry support and investment.
In this era of globalization, no single country can monopolize everythingTechnologyInnovation and market share. China inChipsThe field of progress is a complex and manyDimensionsIt involves policy, investment, talent training and other aspects. Although the current ChinaChipsThere is a certain gap between technology and American technology, but that doesn't mean it's impossible to catch up and surpass. We need to have the confidence and patience to build on what we have and build on what we haveTechnologyInnovation and R&D investment, seeking breakthroughs in all links of the industrial chain.
In short,ChipsThe development of technology requires long-term accumulation and continuous innovation. ChinaChipsAlthough the development of the industry faces some challenges, there are also huge opportunities and potentials. As long as we continue to invest and integrate all resources, I believe that China will be able to achieve this in the next few yearsChipsBreakthroughs and independent innovation in the field. So, forIntelWe don't need to pursue that kind of arrogant remarks excessively, but what we need more is calm thinking and practical action.