SMIC was unexpected, and TSMC announced that the general trend has gone
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Introduction: International Semiconductor Exhibition, long time gone! TSMC's official statement, foreign media: loss of momentum!
In recent years, the global semiconductor chip market has undergone unprecedented changes. While the United States is revisiting the chip manufacturing ban, countries and regions around the world have begun to accelerate the development and construction of the semiconductor industry in order to occupy a leading position in the field of future science and technology. In this context, Chinese companies such as Huawei and SMIC are also actively involved in planning and R&D, trying to break the monopoly of foreign companies and independently control the semiconductor industry.
However, as the market continues to change and evolve, companies such as SMIC face a series of challenges: according to TSMC's financial report released some time ago, its revenue fell by 75%, utilization continues to decline, especially for 7nm processes, which are only 50%. The situation has shaken the entire industry and put companies like SMIC under greater competitive pressure.
To SMIC's surprise, TSMC announced that it would reduce its orders for its 7nm process** by 5-10%. This is undoubtedly a huge challenge for SMIC. However, it also presents new opportunities for SMIC. If the company can seize this opportunity and improve its technology and uptime, it will be able to stay ahead of the competition.
In fact, SMIC has already achieved great success in the 28nm process chip market. If the company continues to improve its technology and capacity utilization, it will be able to meet more than 80% of the market demand. This is a huge advantage for SMIC. At the same time, SMIC is actively working to define and develop more advanced process technologies to improve future competitiveness.
However, we must also realize that the development of the semiconductor chip industry is a long-term process that requires a lot of capital investment and technology accumulation. In this process, companies like SMIC have to face many challenges and difficulties. Therefore, we must remain patient and confident, continue to increase investment and support, and contribute to the development of China's semiconductor chip industry.
In addition, for TSMC to lower the 7nm process order**, some foreign media said: The general trend has gone! TSMC's price reduction undoubtedly indicates that the semiconductor market is still China's weak orders. If it can't improve capacity utilization for a long time, TSMC will eventually fall to the mainland market, after all, the mainland is the world's largest chip consumer market, which will never be bad for silver and white!
The semiconductor chip industry will continue to be a very important industry and is of great significance to promoting global scientific and technological development and economic growth. Therefore, we must continue to pay attention to the development trend and market demand of the semiconductor chip industry. At the same time, it is necessary to strengthen technological innovation and personnel training to provide support and guarantee for the development of China's semiconductor chip industry. Only in this way can we be invincible in the future competition.
In short, the price reduction of TSMC's 7nm process orders is both a challenge and an opportunity for companies like SMIC. We must maintain patience and confidence, continue to increase investment and support, and contribute to the development of China's semiconductor chip industry. At the same time, we should pay attention to the development trend and market demand of the entire semiconductor chip industry, strengthen technological innovation and talent training, and lay a solid foundation for the future development of China's semiconductor chip industry.