withChipsWith the continuous development of the industry, the global semiconductor industry has entered a new stage. However, due to various reasons, the industry is in the midst of a severe "cold winter". First of all, the United States is rightHuaweiThe sanctions have seriously disrupted the balance of the global semiconductor industry, resulting inChipsThe market is oversupplied. This situation makes the United StatesChipsBusinesses such as Apple, Qualcomm andInteletc., facing a serious inventory squeeze. In order to save themselves, they had to cut back on production capacity and the size of their business. Second, the Chinese market is accelerating its self-development and self-sufficiency. SMICand so onChipsThe company has invested in the construction of a number of fabs, while China importsChipsThe demand for quantity is also gradually decreasing. This makes TSMC face the dilemma of declining orders.
As the world's largestChipsOEMOne of the enterprises, TSMC once relied onOEMThe business was a huge success. However, with the globalizationChipsThe market is changing, and it is also facing serious challenges. With more than 80% of its revenue coming from U.S. customers, TSMC's performance has declined sharply after the U.S. core cut. In November 2023, its revenue increased by 15 month-on-month3%。In response to this situation, TSMC had to cut back on equipment purchases to reduce costs.
For a long time,HuaweiInChipsand the rise of the 5G field has been in the spotlight. However, the United States and its Western allies are rightHuaweiA total blockade was carried out, givingHuaweiBrought great difficulties. However,Huaweidid not become a passive party because of this, but in independent research and developmentChipsA major breakthrough has been made. HuaweiIt is equipped with a KirinChipsAnd it has 5G capabilitiesmate60proThe release caused a global phenomenonTechnologyA sensation in the world. HuaweiMobile phonesThe sales volume has also been significantly improved, providing strong support and business opportunities for Chinese enterprises in the ** chain. However, for TSMC,HuaweiThe rise of the company means the loss of a huge order** and the difficulty of recovery.
TSMC in order to further expand its market share and in the global high-techChipsThe position in the industrial chain determines the construction of high-end in the United StatesChipsFactory. However, in this process, TSMC is facing huge challenges and pressures. The United States has always wanted global controlChipsThe core technology of the industrial chain, and TSMC is one of them. However, the United States no longer provided the promised construction subsidies after the completion of the TSMC factory, and required TSMC to hand over core technologies and data, and even proposed the rule of "excess profit sharing", which put TSMC in a difficult situation. In the end, TSMC had to abandon the original purchase of 10 EUVsLithography machineThe plan completely lost this development opportunity.
Through the analysis of TSMC's predicament, I believe that enterprises should focus on independent innovation and technology research and development to cope with the worldChipsChanges in the industry. HuaweiThe successful experience tells us that only by constantly making innovations and breakthroughs can we survive in the fierce competition. In addition, companies should maintain objective market judgment and avoid blindly following the trend and betting on it. Although TSMC's gambling behavior can gain temporary benefits, it has paid a huge price. Finally, as a national enterprise, we should keep in mind our feelings for our country and always strive for the interests of the country and the people. Only in this way can we remain invincible in the global competition.