As we all know, TSMC has leading process technology. Whether in the mainland market or the global market, TSMC cannot find a rival for the time being, especially in terms of advanced processes, Samsung has to step aside. In order to attract TSMC to build factories in the United States, Laos and the United States also signed a new chip bill and provided $52 billion in subsidies to "tempt" TSMC.
TSMC’s attitude is also somewhat unclear. As the founder of TSMC, Zhang Zhongmou once said that there is almost no profit in building a factory in the United States, the cost is too high, and it is impossible to make money. Obviously, in Zhang Zhongmou's view, it is not a wise move to build a factory in the United States, and it will not bring substantial help to TSMC's development. However, as the CEO of TSMC, Liu Deyin said that TSMC does not have a large share of the mainland market. The implication is that the content of the US Chip Act that "cannot expand in the Chinese market in the next 10 years" is completely acceptable.
Of course, the mouth says "no", but the body is very honest. Although Liu Deyin has an indifferent attitude towards the mainland market, no company will voluntarily give up on the mainland market. Although US Chip has restricted the expansion of advanced processes, it has not restricted mature processes. Therefore, TSMC has issued an appeal to customers, hoping that manufacturers can migrate some mature designs to the 28nm process.
TSMC’s move is obviously to move the “cake” of SMIC . In the field of mature processes, SMIC has a high proportion of the mainland market, especially the 28nm process. Since SMIC has a low-cost advantage, it can be more cost-effective than TSMC in terms of price.
It is undeniable that the gap between SMIC and TSMC is still quite large, but when it comes to mature processes, SMIC is not afraid at all, and TSMC is ignored! Just after TSMC issued the call, SMIC also recently announced a new decision. SMIC will invest US$7.5 billion to establish a new 28nm and 180nm mature process foundry.
There is no doubt that SMIC continues to increase its investment in the 28nm process, which proves its strength and "ambition". Even if TSMC intends to seize SMIC's market share, SMIC is not worried at all. After all, SMIC International still has a certain status in the field of mature technology. Moreover, mature technology chips are now able to meet the mainstream demand of the mainland market. As long as SMIC stabilizes the mature technology market, it will not worry about running out of opportunities.
After SMIC announced its new decision, many foreign media lamented that Andy Lau had angered the mainland market. In my opinion, "annoying" is a bit too strong a word. The behavior of underestimating the mainland market and being close to Laos and the United States has indeed angered Chinese technology companies, but it has not yet reached the level of "anger". Liu Deyin's attitude has strengthened the determination of Chinese chip companies to accelerate development, and SMIC is just an example.
In addition to SMIC, domestic technology companies such as Shanghai Microelectronics, MediaTek , Unisoc , Huawei , Xiaomi , etc. have increased investment in technology research and development and accelerated the research and development of chip-related technologies. , in order to achieve self-sufficiency in domestic chips as soon as possible. I hope that this day will come soon and give a "lesson" to those companies that underestimate the mainland market and Chinese chip . What do you think about this? Welcome to leave comments and messages!
