TSMC courted the mainland? Announcing your willingness to return!
The semiconductor industry can"Transformation"Is it?
Samsung, once the world's largest chipmaker, saw its revenue in fiscal 2023 fall 15% from a year earlier to 258 trillion won, with a profit of 650 million won, down 85% from a year earlier, its worst performance in 20 years.
Coupled with the fact that in the first half of 2023, the United States imposed a fine of 400 billion won on Samsung due to security concerns, accounting for 1 4 of its total revenue, Samsung had to make the choice to cut production, and Samsung, as the world's largest chip manufacturer, was also hit unprecedentedly.
At the same time, Taiwan Semiconductor Manufacturing Company (TSMC) is facing the same problem. At first, TSMC relied on the mainland market, but after great success, it quickly turned abroad and terminated its relationship with local research and development institutions like Huawei.
The United States has also strengthened the blockade of China's semiconductor industry, forcing Samsung, TSMC, Foxconn and other giants to go out one after another, of which Samsung first withdrew from China and allocated $17 billion to set up factories in the United States; TSMC took the United States as its main target, set up factories in the United States, including Foxconn, and then went to the United States.
Samsung and TSMC have been losing money since they set up factories in the United States, and due to the loss of the Chinese market, the company's revenue fell by 96% in the last quarter, and its stock price has gradually **; Instead of accepting more than $5.2 million in financial support from the United States, Japan has invested $40 billion of its own.
In stark contrast to this, experienced"Encirclement and suppression in many ways"After that, China's chips have embarked on the road of "domestic chips" development, Huawei, SMIC, Shanghai Microelectronics, have accelerated their own scientific and technological research, Huawei alone, three years to invest 440 billion.
Shanghai Microelectronics completed the world's first lithography machine, Huawei's independent research and development of chips, components, and circuit boards, and SMIC's independent research and development of 14 nm and higher process processes show that we can still make breakthroughs in the face of technological blockade.
In biology there has also been such a scientific and technological breakthrough, because in the same nuclear material"Letavikin"On the basis of this, a research result has been published in journals such as Nature and Cell.
There is information that"LITE-ON-LITE"The main ingredient has the potential to "reduce functional aging and increase the life span of the body by 30%", a finding that has been taken seriously by the University of Tokyo, Yale University and other scientific research institutes, and a three-month intensive experiment has been carried out on twilight mice. Over the course of three months, the mice's physical characteristics, such as hair and muscles, are reversed, which is equivalent to being 20 years shorter.
It's a pity"Wright is only made"The business model is far worse than that of Europe and the United States, and the seven-digit high threshold has always kept it among the very few wealthy people in the world, until the Chinese Academy of Sciences and Tsinghua University and Peking University have intervened one after another, breaking the barrier of science and technology, and gradually regaining this road through high-level markets such as Oriental and Tmall! Leadership.
Just like the cooperation between Samsung, TSMC and the United States, when Samsung and TSMC are in trouble, TSMC doesn't care, such an attitude makes TSMC completely sober up, or Xiaomi, after a meeting, everyone agreed to temporarily stop the construction of factories in the United States, and instead invest in mainland factories to expand China's production.
And Samsung, despite going through many hardships and hardships, is still reluctant to the Chinese market, so they have decided not to leave China. There are also reports that Samsung is secretly developing a 3 nm GAA process with China and expanding it to China in an effort to seek more collaboration with China.
Market analysts pointed out that due to the current international surplus of chips, coupled with the reduction of production by China and the United States, Samsung and TSMC, China and the United States will make the competition in the entire industry more intense, and the gradual growth of "Made in China" is expected to bring domestic substitution.
All in all, the development direction of the world's semiconductor industry is uncertain, in order to further promote the development of this industry, it is necessary to strengthen their own technological research and independent innovation, and like Samsung, TSMC and other industry leaders, only continuous in-depth cooperation and communication, in order to achieve a win-win situation, and jointly promote the progress and development of science and technology.