Xiang Ligang, a well-known communications expert, once again predicted: TSMC is going to have problems!
The problem lies with 2nm, which could be the last straw that overwhelms TSMC.
Mr. Xiang believes that the improvement of chip hardware is far lower than the improvement of design, and the improvement of the process is also valuable, but the speed of improvement is still slow, and it is advancing little by little.
TSMC is a foundry, if you use design to improve, it has nothing to do with it, when the design progress has reached a bottleneck, TSMC launched process iterations and took the lead in developing the 7nm process.
Mobile phone manufacturers are willing to use 7nm, chip manufacturers are certainly willing, foundries are more willing, and even lithography machine factories are very happy.
In order to occupy the market and prevent others from coming in, TSMC quickly raised 7nm to 5nm, then made 5nm into 3nm, and then from 3nm to 2nm, and 2nm to 14nm, other manufacturers can't follow, to follow, just need a big investment.
Mr. Xiang said that this game could have been played forever, but the interesting thing is that the United States sanctioned Huawei, did not let TSMC OEM for Huawei, and forced Huawei to do its own chip production.
Fortunately, in less than 3 years, Huawei's chips have been produced, and Huawei does not compete with any process, and the chips that come out only have models, no process, not to mention how many nanometers.
Lao Xiang also revealed that many professional institutions around the world have dismantled thousands of mobile phones from hardware to software, and they can't detect how many nanometers they are.
Lao Xiang **, when TSMC's 2nm factory is completed in 2025, it is likely that there will only be one Apple user at that time.
There will be a large surplus of chips in the world, and chip foundries all over the world are fighting for cost, low cost, low cost, and low competitiveness, and at this time, TSMC will wear a wet jacket like 2nm in winter, which is difficult to bear, and it is unknown that TSMC will have big problems in 2025.
Lao Xiang also said that in 2025, Taiwan will be liberated, and it may not be.
Seeing Xiang Ligang scolding TSMC so seriously, TSMC couldn't sit still, and seemed to respond:
With the support of 6 major customer orders, TSMC 3 nanometers will be prosperous until the end of the year.
Previously, Lao Xiang also angrily reprimanded TSMC founder Zhang Zhongmou: Twenty or thirty years of advantages? You're daydreaming!
Zhang Zhongmou, founder of TSMC, said at the TSMC Games:
Taiwan's semiconductor advantage will no longer exist in twenty or thirty years, who will rise to replace it in the future?
Zhang Zhongmou said, maybe India, Vietnam, Indonesia, but who knows?
He just never mentioned Chinese mainland, and he said before that the mainland could not do anything.
This person is very bad, some people say that he has become an American citizen, I don't know if it's true.
Xiang Ligang saw this news and went crazy;
When Xiang Ligang heard this, he was furious! immediately angrily reprimanded Zhang Zhongmou:
Twenty or thirty years Taiwan's semiconductor advantage is no longer there? You're probably daydreaming;
Why did Mr. Xiang say that, he made the following analysis:
First, perhaps it would have been liberated by then; TSMC does not have any technical advantages, it is just an OEM base;
The mainland did not take chips as a strategic development, but also out of goodwill to Taiwan, hoping that Taiwan would do something;
Second, Taiwan does not have its own chip industry chain, nor does it have R&D capabilities, but it is a pure foundry, and it is said that 7nm chips are difficult to make, but they are engaged in a first-class war, so that others dare not do it;
Soon a large number of 7nm and 5nm chips will come out, which can be produced without EUV lithography machines.
Third, after Taiwan's semiconductors lose their market advantage, it would be good to be able to mix for three years, and you still want to dream for twenty or thirty years.
Looking at this situation, our chips are already self-sufficient, and after losing the largest market in the mainland, TSMC is really going to finish the calf this time, 3 years at the fastest, and 5 years at the slow.
Not long ago, Xiang Ligang, a well-known communications expert, predicted: TSMC will have a big problem and may fall in 2025!
Mr. Xiang said that TSMC's U.S. factory will have big problems in 2025, which will become the last straw that breaks the camel's back. And the overwhelm of TSMC is the factory in Arizona, USA.
Lao Xiang said that this factory was asked by Lao Mei to be built by him, and TSMC was also happy to do it, and the essence was to vote for his name; TSMC invested $40 billion and recently added another $4.5 billion.
The construction cost has been three times the budget, and the completion time has been postponed from 2024 to 2025.
The most terrible thing is not **, but that there are no customers, in 2025, Chinese chips have risen, do American companies still need this ** chip? Sell to whom?
He also gave a similar example, which is Foxconn; Foxconn's U.S. factory was abandoned after it was built!
Lao Xiang finally said that this American factory will become TSMC's Waterloo; In 2025, TSMC will have a big problem, and this factory will also become the last straw that overwhelms TSMC!
This ** Accumulation, Lao Mei is completely going to finish the calf.
It seems that the market still determines the technology, and without the market, the technology will be finished.
TSMC is being fooled and lame by Lao Mei.
Some netizens said that Lao Mei's idea is very simple, if you can't get it, I will destroy it with my own hands.
It's too fierce, it's too dare to say, Mr. Xiang, TSMC, 2025, goodbye, goodbye?
The flavor is getting stronger in 2024