TSMC Samsung announced a rapid reversal, and foreign media said that mainland customers slowed down the pace of purchases!
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Extended reading:"Inverted"So fast! TSMC and Samsung announced that foreign media: mainland customers do not buy it.
In recent years, the global semiconductor market has been changing, and Samsung and TSMC, as industry giants, have been paying close attention to every move in the market. Under the invitation of the United States and a subsidy of 52 billion yuan**, the two companies decided to build factories in the United States. However, while TSMC and Samsung announced increasing local investment and expanding production capacity, they suspended their plans to build factories in the United States some time ago. Unexpectedly"Inverted"So fast! This has also aroused widespread concern in the market, and some foreign countries have even pointed out that this is because the demand of the Chinese market has changed, and mainland customers do not buy it. So, what exactly is the inside story?
First of all, we must recognize that Samsung and TSMC's decision to build a factory in the United States is not a simple business act, but is influenced by multiple factors. The U.S. passed a $52 billion chip subsidy bill to attract the world's leading semiconductor companies to build factories in the U.S., thereby quickly consolidating the U.S. position in the global semiconductor market. Samsung and TSMC decided to invest in the United States after weighing the pros and cons, obviously seeing this opportunity.
However, things have changed over time. The United States not only amended the integrated circuit subsidy bill to make it more difficult for Samsung and TSMC to obtain subsidies, but also required the two companies to hand over important data, which undoubtedly seriously infringed on their trade secrets. In this context, Samsung and TSMC began to reevaluate their investment plans in the United States.
At the same time, changes in the Chinese market also herald this reversal. In recent 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 investments and cooperation around the world. This development trend means that some key semiconductor technologies and products are gradually being localized, thereby reducing their dependence on foreign companies, and some companies are also starting to avoid buying imported chips. Samsung and TSMC face stiff competition in the Chinese market, and if they continue to expand their investments in the United States, they may be ignoring 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 survival strategy. They hope to better adapt to market changes and meet the needs of different regions by strengthening local R&D and production capabilities.
However, this decision also brings new challenges. On the one hand, local production and R&D mean higher investment costs; On the other hand, it is also an important test to balance the needs of different regions and ensure global competitiveness. Especially in the current context of increased uncertainty in the global semiconductor market, it is even more important to make informed decisions.
In addition, as far as the Chinese market is concerned, the restructuring of Samsung and TSMC may have some implications. Accelerating localization can allow Chinese companies to reduce their reliance on external technology in certain areas, thereby reducing the demand for foreign companies. But at the same time, it also provides more opportunities for Chinese companies to carry out technological innovation and cooperation in a wider range of fields.
In short, Samsung and TSMC plan to build factories in the United States"Reversal"There are multiple factors behind it. The changes in the Chinese market have undoubtedly played an important role, but the final decision must be based on the company's own strategic considerations and assessment of the market. At the moment when 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 pattern.