Recently,IntelSuccessfully delivered ASML's first 2nm machineLithography machine, and ordered 10 units of 2 nanometers in the futureLithography machinein the six. This news letsTSMCFeeling very worried, after allIntelEven 3nm technology is not mature, and it can be so advanced firstLithography machine。And there is actually behind thisUnited States**The shadow, after allIntelAs American"Pro-son", they invested $40 billion to build a factory in the United States, which letTSMCI never expected such an obstacle. In addition,TSMCIt also undertakes a large number of Apple A17ProChipswithNvidiaChipsof orders, these high-endChipsIn the end, it will have to go back to Taiwan for packaging, and the construction of factories in the United States will retain a large number of technical talents in the local area, which is thankless and will be delayedTSMCitself 2 nanometersChipsR&D process. WhileTSMCChairman Liu Deyin has also recently spread rumors that he may be forced to retire because of the construction of a factory in the United States, which can be seenTSMCThe choice of cooperation with the United States is a dilemma. On the contrary, the situation at home is differentHuawei Mate60withiphone15Coming from the competition,Huaweiof the Ascend 910ChipsIntelligent pilot zones have been set up in 18 cities across the country, promoting the development of the domestic AI computing industry. IntelA100ChipsPower consumption up to 300 watts, using a 7nm process, andHuaweiof the Ascend 910ChipsThere is not much difference between the twoChipsAll use 7nm process. And in terms of ** and industrial chain ecology,HuaweiObviously betterNvidia。At the end of last year, the United States abruptly relaxed its pairsNvidiaThe export ban allowed Lao Huang to sell H100 to the Chinese market. Earlier this year, howeverNvidiaThe share of the Chinese market reached 7%, whileHuaweiof the Ascend 910bChipsSales have also been a huge success, Tencent, Ali and other cloud computingTechnologyThe company isn't buying itNvidiaThe hand that is cut off, they are more willing to chooseHuaweiAscend 910bChips, because withNvidiacomparatively,HuaweiIt's not just Ascend AI that offersChips, as well as server hardware and software, as well as development tools, provide strong support for enterprises to implement AI, develop business models in their fields, and improve efficiency. withHuaweiThe Meituan partnership is a prime example of this. They make full use of artificial intelligence to form a closed loop from R&D to service to rapid commercialization. AsHuaweiMeituan became the first enterprise to adopt the HarmonyOS native system and formed a technical team of hundreds of people, which can be said to fully support the development of the HarmonyOS system. Those who have attained the Tao have much help, and those who have lost the Tao have little help. Huaweito the countryTechnologyThe contribution of development is obvious, and the major Internet companies are willing to unite to helpHuaweiGet out of the sanctions dilemma. At the same time,TSMCThe closer we get to the United States, the more we will find ourselves in a situation of seeking the skin of the tiger, and it will be the one who will suffer in the endTSMCMyself.
HuaweiIt has been actively responding to the dilemma of Sino-US friction and sanctions. In the face of the US technological blockade,HuaweiActively explore the path of independent research and development and breakthrough innovation. InChipsField,HuaweiIncreased self-developmentChipssuch as Ascend AIChipsseries andKirinChipsseries, etc., and constantly improve the technical level and R&D strength. At the same time,HuaweiIt is also actively expanding overseas markets, looking for more partners, and reducing dependence on American technology, which makesHuaweiThe overseas market continues to expand, tooHuaweiIt has brought more development opportunities.
In addition,HuaweiIt is also committed to building a complete industrial chain andEcosystemHuaweiownedHuaweiCloud,HuaweiTechnology ***GloryHiSilicon Semiconductorand other subsidiaries and partners, forming a complete industrial chain. HuaweiThe cloud provides cloud computing servicesHiSilicon SemiconductorFocusChipsDesign and manufacture,Gloryis responsibleMobile phoneswithSmart terminalsR&D and sales. Such a complete industrial chain and partner network for:HuaweiGreat support is provided, and makesHuaweiBetter able to respond to sanctions and market competition.
And in the domestic market,HuaweiWith its good brand reputation and excellent product quality, it has always maintained a competitive advantage. HuaweiofMobile phonesSmart terminals, cloud computing and other products occupy an important market share in the Chinese market. At the same time,HuaweiIt has also cooperated with many Internet companies to jointly promote the research and development and application of artificial intelligence technology. This model of cooperation not only facilitates:HuaweiofTechnologyInnovation and product upgrades have also created more jobs andEconomyValue.
AlthoughTSMCInChipsManufacturing has always been at the forefront of the game, but in recent years it has faced increasing challenges. The first is the continuous improvement of technical barriers. With the continuous advancement of the process, more and more enterprises have begun to have independent research and development and manufacturingChipsThe ability to do this, which also meansTSMCThere is a risk of being replaced. Secondly, globalChipsThe competition in the market is becoming more and more fierce, including the United States, China, South Korea and other countries and regions are increasingChipsmanufacturing inputs and support, which will be further intensifiedTSMCcompetitive pressure. In addition, domestic enterprises are inChipsThe development of the manufacturing field is also becoming more and more rapid, with high technical strength and market competitiveness, rightTSMCA potential threat is formed.
However, forTSMCChallenges also mean opportunities. In the face of fierce market competition,TSMCWe should further improve our own R&D capabilities and technical level to enhance the core competitiveness of our products. At the same time, we can find more partners, broaden market channels, maintain close cooperation with customers around the world, and provide more comprehensive and high-quality services. In addition, we can also increase the cultivation and introduction of talents, and establish a more complete industrial chainEcosystemto achieve sustainable development.
InDigital economyTimes,ChipsIt is the core driving force supporting the development of information technology and intelligent industry. As the world's largest foundry,TSMCIt has strong technical strength and market resources. As long as we seize the opportunity and actively respond to the challengeTSMCStill expected globallyChipsThe manufacturing industry maintains its leading position and makes greater contributions to the development of global information technology and intelligent industries.
At present, the global information technology and intelligent industry is in a stage of rapid developmentChipsAsDigital economyThe core driving force of the times has huge market potential and development space. HuaweiwithTSMCAs an important player in the industry, they are all facing their own opportunities and challenges.
HuaweiWith its independent R&D and innovation capabilities, it has achieved good results in the global market, and through cooperation with various industries, it has built a complete industrial chain andEcosystemHuaweiIt not only has strong competitiveness in the domestic market, but also plays an important role in the international arena. HuaweiThe successful delivery of 2 nanometersLithography machineRightIntelis a major technological breakthrough and a testamentIntelInChipsStrength in the field of manufacturing. And forTSMCThis is undoubtedly a huge challenge, because their supremacy is threatened.
However, we cannot simply blame this incidentUnited States**In the ghost, or just becauseIntelIt's an American company"Pro-son"WhileTSMCIt's a foreign company. In fact, each company has its own advantages and disadvantages in terms of technology research and development and market competition. IntelAble to get 2 nanometersLithography machine, in addition to its technical prowess, may also be related to its influence in the global market and its partnership with ASML.
In addition,HuaweiAs ChineseTechnologyThe company has been grappling with the dilemma of external sanctions and technological blockades. HuaweiThe independent research and development capabilities and innovation capabilities have been vigorously developed, especially in theChipsIn the field, they continue to improve their technical level, and actively cooperate with various industries to build a complete industrial chain andEcosystem。This for:HuaweiCompetition in the domestic and foreign markets provides important support.
Predictably, globallyChipsThe competition in the manufacturing industry will become more and more fierce, and enterprises need to continuously improve their technical strength and innovation capabilities, and constantly look for partners to expand their market share. At the same time, the cooperation between enterprises will also become an important factor in promoting technological development and industrial upgrading.
And finally, for ChinaTechnologyEnterprises need to be aware of the shortcomings and constraints of their own technology, and increase investment in technology research and development and innovation. At the same time, ** needs to be increasedTechnologyThe support of the industry provides a more favorable policy environment and high-quality human resources to promoteTechnologyThe rapid development of the enterprise. Only on the basis of independent R&D and innovation capabilities, ChinaTechnologyEnterprises can be invincible in global competition and for the countryEconomyto make greater contributions to the transformation and upgrading.