Ever since TSMC officially announced that it would build a factory in the United States, its true face as a "two-faced man" has been completely exposed. The main reason why netizens are so dissatisfied with TSMC's decision to build a factory in the United States is because humans are also it, and "ghosts" are also it. The founder of TSMC has repeatedly complained about the decision to build a factory in the United States. Even the important data that the cost of building a factory in the United States has increased by 50% was also revealed by Zhang Zhongmou . However, who would have thought that TSMC, which was so dissatisfied with building factories in the United States, would actually build a 3nm wafer fab in the United States. The most advanced foundry technology at the moment was directly moved to Arizona , which is shocking.
Recently, TSMC officially announced that 3nm has begun mass production. In the next five years, TSMC's 3nm chips are expected to release US$1.5 trillion in end product value. Obviously, TSMC is determined to win the 3nm chip market. But this is not enough. TSMC has also accelerated its layout in the 28nm chip market, expanded its Nanjing wafer fab, and is also eyeing the mature 28nm chip market, showing its "ambition".
In the 3nm chip market, TSMC has obvious advantages. Although Samsung has launched the 3nm mass production plan in advance, it is not an opponent of TSMC in terms of yield rate or technical strength. This is also the core reason why TSMC is not in a hurry and is not afraid of Samsung seizing the opportunity. Precisely because of TSMC's great technical advantages, before 3nm is mass-produced, major customers such as , apple, , etc. have already confirmed that they will use TSMC's 3nm process to produce chips such as M3 and A17.
It is worth mentioning that TSMC CEO Liu Deyin also publicly stated that TSMC will also invest 422.22 billion yuan to establish a wafer 18 plant to increase 3nm production capacity. And TSMC is also confident in the 3nm market and has no worries about running out of orders.
In addition to the 3nm advanced chip market, TSMC has not given up on the mature process chip market. After Chinese companies were "stuck" by chips, industry experts once issued a warning to speed up the deployment of mature technology chip markets. This is the key to achieving self-sufficiency in chips and , and is more important than the advanced chip market. Obviously, TSMC’s move is also a bit ungrateful.
In the domestic 28nm chip market, SMIC occupies a leading position. TSMC's disruption will more or less put some pressure on SMIC. But objectively speaking, TSMC has the ability to develop in an all-round way. The reason why TSMC can fully expand is because it has irreplaceable technical strength as support. This is also where domestic technology companies need to work hard.
People’s Daily said that core technology cannot be bought, acquired, or begged. If you want to be as tough as TSMC, you must focus on scientific research. and Huawei are a good example. Huawei was suppressed by the United States for three years and finally survived. In the past three years, Huawei has been able to avoid being suppressed because it has self-developed core technologies. In the past few years, Huawei has not relaxed its vigilance. It still insists on investing in scientific research and attaches great importance to the technological innovation of and .
According to data, Huawei’s scientific research investment in 2021 and 2022 will exceed 140 billion yuan, which is also one of the best in the world. Its emphasis on scientific research is not inferior to that of the American technology giants. Because of this, Huawei can continue to shine when it is "stuck" and give European and American companies a powerful counterattack.
Generally speaking, in the field of technology, there are no shortcuts. Don't think that outsourcing is easy, but it also exposes your own shortcomings. Without the backing of self-developed core technology, you are like a "paper tiger" and vulnerable! Therefore, domestic technology companies must keep in mind the People’s Daily’s reminder and insist on self-research. This is the only feasible method. What do you think about this? Welcome to leave comments and messages!
