The mainland is gradually rising in the field of chip manufacturing, and Taiwanese companies are facing a pinching attack from China and the United States
Semiconductors have always been strategic, but because of the restrictions of the United States on high-end chips, we have fallen into the ranks of high-end chips. Therefore, in addition to chip manufacturing, we can't just take the road of chips. With the introduction of a series of preferential policies and the increase of investment by enterprises, the production capacity of China's advanced semiconductor process technology is also constantly improving.
According to semi estimates, by 2027, Chinese mainland will account for 39% of the mature semiconductor market share. It is worth mentioning that Korean and Taiwanese manufacturers previously accounted for most of the market share. As China's semiconductor production capacity expands, Taiwanese companies will see their share of advanced processes fall to 40 percent, while South Korea's share will fall to 4 percent. This means that it will"Half of the future"The production of advanced process wafers was moved to the mainland. SMIC is a prime example.
At present, Taiwan** reports: Many Taiwanese companies are suffering from the double attack of China and the United States.
Judging from the data released by SEMI, I think it is correct that the production capacity of advanced semiconductor processes on land will increase significantly. As a result, Taiwan and South Korea will continue to decline their market share. After all, Taiwanese companies used to have a large market share. However, in this context, its leading position will be affected to a certain extent.
But this is only part of it, after all, the focus of Taiwanese companies is focused on chip manufacturing, such as TSMC, which has mastered most of TSMC's advanced chip orders, so in the market, it is difficult for him to surpass. But now, Lao Mei is vigorously developing domestic chips, not only giving Lao Mei a lot of money, but also threatening to build factories in the United States, so that it will no longer rely on TSMC.
Now, they are preparing to enter the third phase, providing chip subsidies to companies such as Intel and TSMC.
Intel itself is also a force to be reckoned with, not only ASML has obtained the right of priority supply, but also the world's most advanced lithography machine into the hands of Intel. It's clear that Intel's position in the contract manufacturing space will be further enhanced. Against this backdrop, Taiwanese companies will face an even greater disadvantage, as local capacity for high-end wafer manufacturing continues to shrink. Chibo expects Taiwan's market share of advanced process technology to fall to 60 percent in 27 years.
Since the U.S. doesn't intend to abandon advanced chip-making technology, this may be just the beginning. In this context, the European Union and other countries are actively preparing to enter the field of high-end chip manufacturing. It can be seen from this that Taiwan's so-called"Double attack"It's not unfounded.
In this context, we must acknowledge that we have a say when it comes to advanced technologies. Because TSMC can't be on the advanced chip manufacturing process"**", so it still has a huge market. Instead, they are likely to start with an already mature process, further reduce capacity, and expand their reach by cutting prices and upgrading processes. So, it's time to focus on TSMC continuing to expand its processes, such as the 28 nm process.
In this context, do you think TSMC will bring pressure to domestic chip manufacturers in the future? Welcome to leave a message, like, share!