"TSMC production capacity is fully invested? SMIC's turnaround came quickly?! "！
This article is original. Do not plagiarize or copy!
In terms of chip manufacturing, major chipmakers are trying to catch up with TSMC, share some orders with TSMC, and strive for more customer support. For some time, customers have been reducing their investment in TSMC chips, resulting in a continuous decline in TSMC's 7nm capacity utilization, and no one seems to need TSMC chips.
However, the situation has changed: American companies such as AMD, Intel and Nvidia have increased their demand for chips, and TSMC's production capacity has been fully utilized, which SMIC did not expect"Turnaround"It came so fast.
TSMC orders increased.
TSMC has been a leader in advanced process technologies. With world-class technology and equipment, TSMC is able to provide high-performance, high-density chip manufacturing services, attracting the cooperation of many customers.
In addition, TSMC has established long-term relationships with many well-known chip design companies and device manufacturers, and has a strong customer base and partner network to provide customers with comprehensive solutions and support.
More than half of the chips on the market are manufactured by TSMC, including Apple A17Pro, Qualcomm Snapdragon 8Gen3, MediaTek Tianyu 9000, etc., all using TSMC manufacturing process. Originally, the chip shortage was alleviated, and TSMC thought that the number of customers who would enter the quagmire decreased, but it did not expect that artificial intelligence, new energy vehicles and other industries had a strong demand for chips, so TSMC's orders increased sharply. According to the news that came, AMD plans to mass-produce the ZEN 5 chip in the third quarter of this year, which will use 3nm process technology and be produced by TSMC.
In addition, AMD has increased the production of MI300 series chips in the field of AI chips; TSMC's production facilities are responsible for these ramp-up orders, with process technologies ranging from 3nm to 5nm. Intel has also confirmed that some of the core chips of the Lunar Lake processor will be used in the production of TSMC's N3B process node.
Needless to say, Nvidia's demand for AI chips is surging, and TSMC as a manufacturer is likely to follow.
The need for a mature process.
AMD, Intel, NVIDIA, and many other major U.S. companies have increased their orders, and TSMC's production capacity, especially for the 5nm process, has been newly filled, and utilization has increased dramatically, which SMIC probably did not expect"Turnaround"It's going to happen so fast.
When the outside world saw TSMC cutting orders for high-end chips, it thought that mature process technology would replace high-end chips and become the mainstream technology in the market, but they did not expect that high-end chip designers still had demand. So, how big is the need for mature process technology? Aren't there any opportunities for mature chipmakers? Unfortunately, not necessarily.
Due to lower investment and production costs, mature processes are often more cost-effective than new-generation advanced processes. For applications where there is a high demand for products and do not require state-of-the-art technology, the proven process is a stable and reliable production solution.
In fast-growing fields such as consumer electronics, if you choose a mature process, product upgrading can gain market share and launch new products faster.
SMIC's deep presence in the mature technology chip market may not be unrelated to a broad future: as the company's involvement in projects expands and intensifies, the company may shine.
If you agree, please like us! If you agree with us. In the meantime, please**, comment and share.