With Liu Deyin's departure, Wei Zhejia took overTSMCThe head of the house,TSMCA strategic shift is underway. This shift will not only be rightTSMCIts own development has a far-reaching impact and will also trigger the wholeSemiconductorsA major adjustment of the industry pattern.
After Wei Zhejia took office,TSMCImportant adjustments have been made in its strategic planning. First of all, there has been a change in the global capacity layout strategy. Due to the thwarted plan to build a factory in the United States,TSMCIt had to reassess its global strategy. And not only becauseUnited States**The reluctance to provide preferential subsidies has led to the inability of the project to proceed as scheduled, and it has also been related to China and the United StatesTechnologyCompetition and geopolitical games are related. In response to these changes,TSMCThere is an urgent need to rethink the direction of its globalization strategy.
Second, in the face of Chinese mainlandSemiconductor industryThe rise of the timeTSMCFacing the dilemma of losing the largest consumer market and facing fierce competition from Chinese rivals. With China's ** on domestic productionSemiconductor industryWith the strong support of SMIC, Changxin, Huada and other enterprises, the strength of SMIC, Changxin, Huada and other enterprises has been continuously enhanced, and some have begun to work withTSMCCompete. Given this reality, ifTSMCIf you do not adjust your strategy for the Chinese market and easily abandon the Chinese market, you may giveTSMCBring greater losses.
Technological innovation and insufficient R&D investment are also limitedTSMCAbility to respond to changes in the industry. withSemiconductorsThe continuous evolution of manufacturing processes to advanced nodes has greatly increased the difficulty of R&D, which means that enterprises must continue to increase their investment in innovation. IfTSMCStagnation, which soon loses its technological superiority, is forcedTSMCIts research strategy must be adjusted.
Overall, on a global scaleSemiconductorsToday, the industry is profoundly adjustedTSMCYou have to rethink your strategy and adjust accordingly to stay competitive. After Wei Zhejia took office,TSMCA comprehensive strategic and organizational realignment has been carried out, which is an inevitable choice for entering a new period of development.
1. Hindered changes in the global production capacity layout
TSMCThe change in the global capacity layout strategy is mainly due to the thwart of plans to build factories in the United States. United States**Preferential subsidies are not provided, so thatTSMCExpectations for return on investment in the U.S. have been affected. And at the same time, China and the United StatesTechnologyThe game of competition and geopolitics has also increasedTSMCUncertainty in global operations. These factors forcedTSMCRe-evaluate its globalization strategy and adopt a more flexible and open attitude to ensure stable operations in a volatile environment.
2. The rise of the Chinese market and the intensification of competition
Chinese mainlandSemiconductor industryThe rise of the pairTSMCThis presents a twofold challenge. First of all,TSMCLost the largest consumer market, which means:TSMCIt cannot continue to rely on the demand of the Chinese market to maintain its sales. Secondly, with China's ** on domestic productionSemiconductor industryWith the strong support of SMIC, Changxin, Huada and other enterprises have greatly increased their strength and began to work withTSMCCompete in the field. IfTSMCIf you can't adjust your China strategy and give up the Chinese market easily, you may giveTSMCThe future brings even greater losses.
3. Insufficient investment in technological innovation and R&D
withSemiconductorsThe continuous evolution of the manufacturing process to more advanced nodes has gradually increased the difficulty of research and development, which requires enterprises to continue to increase investment in innovation. IfTSMCStagnation will soon lose its technological lead. Therefore,TSMCTechnological innovation and R&D investment must be increased to remain competitive.
4. Adjust the pace to stay competitive
GlobalSemiconductorsThe industry is undergoing a profound adjustmentTSMCWe must re-examine our strategy and adjust our pace to remain competitive. After Wei Zhejia took office,TSMCA comprehensive strategic and organizational realignment has been carried out to bring it into a new period of development. This strategic realignment is already unstoppable, and its impact and consequences will be far-reaching.
1. Break the conservative and self-enclosed development model
TSMCIt has long maintained a conservative and self-enclosed development model, but this strategic shift may completely change this phenomenon and achieve a strategic transformation of opening up to the outside world. By adjusting the strategy,TSMCWe will face the global market and cooperate with more partners to promote the further development of the company.
2. Reconstruct the industrial ecology of the semiconductor industry
For a long time,SemiconductorsThe division between China and the United States and Taiwan has always existed, but this strategic shift will bring a new possibility. TSMCThe transformation may break down this fragmentation and lead to a more open and mutually beneficial restructuring of the industrial ecosystem. This will help to build a more balanced and stable oneSemiconductorsThe industry pattern promotes the leapfrog development of the entire industry.
3. Promote the transformation of the global technology and industrial pattern
TSMCThe epitome of strategic shifts becomes globalTechnologyand an important part of the transformation of the industrial landscape. This change is not onlyTSMCWhether it can be maintainedSemiconductorsThe question of the status of the kingdom is the key to whether the entire industry can meet the challenges and opportunities of the new era of development. TSMCwill drive the industry to be more innovative, efficient and sustainable.
In short,TSMCStrategic realignment is not onlyTSMCThe inevitable choice of its own development is also a response to changes in the industry and the market. This shift will have far-reaching implications, changeTSMCThe development model is reshapedSemiconductorsThe pattern of the industry. We look forward to itTSMCIt can promote the development of the entire industry with continuous positive energy, and achieve its own leapfrog development in this era of change.