TSMC Samsung's reversal came quickly! Foreign media said that mainland customers turned!
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Also Read"'Turnaround'Fleeting: TSMC and Samsung announced to foreign media: mainland customers will not buy it"。
Over the past few years, the global semiconductor market has been volatile, with industry giants Samsung and TSMC in the spotlight. With the support of the U.S. inducement and 52 billion yuan of U.S. subsidies, both companies decided to build factories in the United States, but some time ago, the construction of factories in the United States will obviously be suspended, and TSMC and Samsung announced at the same time that they will increase local investment and expand production capacity. Unexpectedly"U-turn"So fast! Some foreign countries** even believe that this is because customers in Chinese mainland are no longer buying and the demand in the Chinese market has changed. So, what is the truth?
First of all, we need to recognize that Samsung and TSMC's decision to build a factory in the United States is not just a business practice, but is influenced by a variety of factors. The United States passed a 52 billion yuan chip manufacturing subsidy bill to encourage the world's leading semiconductor companies to build factories in the United States, quickly consolidating the United States' position in the global semiconductor market. After weighing the pros and cons, Samsung and TSMC decided to seize this opportunity and decided to invest in building factories in the United States.
However, things have changed over time. The U.S. has amended its chip subsidy law, which not only makes it more difficult for Samsung and TSMC to obtain subsidies, but also requires the two companies to hand over key data. As a result, Samsung and TSMC began to reconsider their investment plans in the United States.
At the same time, changes in the Chinese market also indicate this reversal. In the past few years, China has made great strides in the field of semiconductors, not only strengthening independent research and development, but also carrying out a series of global investments and cooperation. Under this development trend, some key semiconductor technologies and products have gradually been localized, and the degree of dependence on foreign companies has been decreasing, and some companies have even begun to stop buying imported chips altogether. Samsung and TSMC face stiff competition in the Chinese market, and if they continue to expand their investments in the United States, they may overlook the changes and needs of the Chinese market.
This time, Samsung and TSMC adjusted their production capacity and production plans, suspended the construction of factories in the United States, and increased local investment, which can be seen as a coping strategy. By strengthening their local R&D and production capabilities, they expect to be able to respond to market changes and meet the needs of different regions.
However, this solution also presents new challenges. On the one hand, the localization of production and R&D requires high investment costs. On the other hand, balancing market demand in different regions and ensuring global competitiveness is also a major challenge. Especially in the current situation of increasing uncertainty in the global semiconductor market, it is even more important to make well-founded decisions.
In addition, the restructuring of Samsung and TSMC may have some impact on the Chinese market. The acceleration of the localization process will make Chinese companies less dependent on external technology in some areas and reduce the demand for foreign companies. At the same time, Chinese companies will have more opportunities to innovate and collaborate in a wider range of fields.
In conclusion, Samsung and TSMC plan to be in the United States"Retrospective"There are many factors behind the construction of the factory. Changes in the Chinese market undoubtedly play an important role, but the final decision should be based on the company's own strategic considerations and market assessment. At present, the global semiconductor market is changing, how to seize the opportunity to deal with the challenge will determine the position of the enterprise in the future competition model, domestic technology companies can only strengthen self-exploration, the core technology firmly in their own hands, not to be swayed by others, what do you think?