In recent years,HuaweiIn independent research and developmentChipshas made a significant breakthrough in the field and launched a series ofKirinseriesChips。theseChipsIt not only has strong performance and stability, but also successfully breaks the external pairChinese chipsquality and technical competence are questioned. Huaweiof autonomyChipsIt has gradually gained the recognition and favor of the market. At the same time,HuaweiThe company is also expanding the production capacity of its own factories and making its own production on a large scaleChips, to achieve the independent control of the external chain.
This series of actions not only provesHuaweiInChipsThe strength and practical actions in the manufacturing field have brought tremendous pressure to TSMC. TSMC used to beChipsOEMThe field is dominant, howeverHuawei's rise has had a serious impact on its hegemony. HuaweiNo longer relying on external ** chains, but achieving large-scale autonomyChipsproduction, which meansHuaweiIt will become a competitor to TSMC and may even take away some of its market share.
asmlAs the world's leadingLithography machineQuotienthas always been an important partner of TSMC. However, in the near futureasmlwill be advancedLithography machineNaeuv deliveredIntel, not TSMC. This makes one wonderasmlWhether to start abandoning TSMC in favor of other competitors.
Of particular concern isIntelA one-time order for 6 NAEUVs was placedLithography machine, and TSMC only has the opportunity to compete for the remaining 4 devices. If TSMC can't get advancedLithography machineNo matter how technologically advanced, will be at risk of being replaced.
This is undoubtedly a huge blow to TSMC. And not only inChipsOEMCommercially squeezed and technologically outpaced by competitors. withHuaweiof the advance andasmlWith the support of other partners, TSMC's supremacy is under tremendous pressure.
HuaweiAutonomyChipsThe rise of ASML and the pressure on TSMC both mark the reshaping of the global chip industry chain. In the past, internationalOEMManufacturers such as TSMC dominate, and it is difficult for other companies to shake their hegemony. However, nowHuaweiThe rise andasmlSupport other competitors for the worldChipsThe industrial chain has brought new variables.
Not onlyHuaweiStart autonomousChipsMore and more enterprises have begun to choose domestic productionChips。This transformation not only reduces the dependence on external ** chains, but also improves the stability and security of the overall industrial chain. This is important for TSMC and other internationalOEMFor manufacturers, it is undoubtedly a serious challenge.
withNew energyThe rise of the automobile, globalChipsDemand is gradually shifting to mature processes. However, in this area,SMICand other enterprises have taken the lead in expanding production capacity and increasing R&D investment. Not only have they continued to make breakthroughs in technology, but they have also achieved mass production. This undoubtedly further squeezes TSMC's mature processChipsmarket share.
At the same time,asmlAlso demonstrated in the proven processChipsOutstanding performance of the market. In the case of overcapacity and market demand shifting, who can seize the mature processChipswill be able to take off quickly.
However, TSMC has been slow in this regard and missed the opportunity. Although TSMC is in advanced technologyChipsThere are technical advantages in manufacturing, but in mature processesChipsThere is more competition in the market. If TSMC is unable to adapt to market demand and technology trends in a timely manner, it is likely to lose more market share.
Overall, TSMC's position is facing a huge challenge. Huaweiof autonomyChipsBreakthrough andasmlSupport for other companies poses a threat to TSMC's hegemony. At the same time, globallyChipsChanges in the industrial chain and intensified competition in the mature process chip market have also brought more uncertainty to TSMC.
To survive and thrive in this highly competitive industry, TSMC needs to continue technological innovation, increase R&D investment, and work closely with more partners. At the same time, TSMC also needs to actively respond to political andEconomychange, looking for new development opportunities.
GloballyChipsIn the reshaping and transformation of the industry, all enterprises are facing opportunities and challenges. Only by keeping up with the development trend of technology and constantly adapting to the changes in market demand can we maintain competitiveness in the fierce competition and continue to occupy an important position in the industry.