As globalSemiconductorsA leader in the foundry industryTSMCFor a long time, it has maintained an absolute advantage in technical strength and market share. However, in recent years, with the changes in the international situation, especiallyUnited States**RightHuaweiof the repression,TSMChad to build a factory in the United States, but unexpectedly encountered many changes. TSMCThe ups and downs of fate have been revealedSemiconductorsFierce competition in the industry and the impermanence of technological progress. The recent rise against the trend has brought more possibilities and challenges to the entire industry.
InUnited States**Continued repressionHuaweiagainst the background, in order to avoidTSMCTurning to the mainland market, the United States does not hesitate to spend tens of billions of dollars on what it wantsTSMCRecruited to build a factory in the United States. However, whenTSMCAfter responding to the call to invest heavily in building a factory, he encounteredUnited States**had to face the pressure of handing over customer and technical secrets. This makes:TSMCThe construction of a factory in the United States is in trouble, and the future is uncertain.
Extensions:United States**This move not only exposes the uncertainty and brutality of competition in the international market, but also reveals the political factorsTechnologyInfluence in the industry. TSMCThe constraints of the U.S. market make people think about the delicate relationship between technological development and political games.
However, from the fourth quarter of 2023,TSMCThe situation was unexpectedly reversed. The production capacity of advanced processes has increased dramatically, and the process nodes have increasedCapacity utilizationIt has also been greatly improved. In particular, the rapid advancement of the 2nm process in Taiwan's Hsinchu Science Park is even more surprising. This progress letsTSMCRejuvenated, successfully reversed adversity, and demonstrated strong technical strength and resilience.
Extensions:TSMCThe counterattack not only reflects the company's own technology accumulation and management capabilities, but also reflectsSemiconductor industryThe law of survival in a rapidly changing and competitive environment. As an industry leader,TSMCThe successful counterattack may lead the future development direction of the industry.
From 3nm to 67nmCraft,TSMCofCapacity utilizationKeep climbing. Especially the 3nm process in the first quarterCapacity utilizationIt soared to 95%, and the 4 5nm process reached more than 90%. TSMCThe continuous breakthrough in the field of advanced manufacturing has laid a solid foundation for its future development.
Extensions:TSMCSuccessful breakthroughs in advanced manufacturing processes will not only promoteSemiconductorsThe innovation and development of technology will also be globalTechnologyThe industry brings new opportunities and challenges. The continuous breakthrough of its production process will leadSemiconductorsThe future direction of the industry.
TSMCThe more advanced 2nm process will be set up in Taiwan, and it plans to start large-scale in the second quarter of 2025Mass production。The first customer is expected to beApples, to be followed by a number of U.S. companies. This initiative is not only demonstratedTSMCThe grasp and layout of the frontier of technology has also brought new hope and impetus to the development of Taiwan's local industries.
Extensions:TSMCThe technological ambition and strategic vision of the 2nm process plan will influence it in the futureSemiconductor industrypattern and globalTechnologyCompetitive dynamics. Its mastery and application of advanced technology will certainly contribute to Taiwan's economic peaceTechnologyStrength injects new vitality and motivation.
withTSMCGloballySemiconductorsThe position of the market is rising, and its influence on the industrial pattern and technological innovation is becoming increasingly prominent. In the future, with the continuous evolution of technology and the continuous competition in the market,TSMCThere will be more challenges and opportunities. As an industry leader,TSMCWe should continue to increase investment in technology research and development and resources, continuously improve our core competitiveness, and lead the development of the industry. At the same time, the first department should also increase its support, for:Semiconductor industryprovides more favorable conditions for the healthy development of the country.
Personally, I thinkTSMCThe rise against the trend not only stimulates the development and innovation of the entire industrial chain, but also brings more practical experience and enlightenment. Today, the competition in the international market is becoming increasingly fierceTSMCSuccess stories for othersTechnologyThe company has provided valuable reference and reference, and has also injected new impetus and confidence into the innovation of the industry. I believe that on the road of future development,TSMCWe will meet more challenges and write a new glorious chapter in a fuller state.