After entering 2022, the global economy of has been cold, and all walks of life have ushered in a "cold winter period", especially the chip industry. It is reported that the price of some chips plummeted by 90%, and it is still difficult to change the fate of "not selling". Recently, according to industry insiders, the "price reduction wave" in the chip market will continue until 2023. In the Q1 quarter of 2023, the price of foundry of mature process chips fell by more than 10%, which also ushered in the "maximum decline" in this field. It is worth mentioning that according to foreign media reports, there are more manufacturers willing to reduce prices. It is obvious that the "cold winter period" of the chip market cannot pass in a short period of time.
In the mature process of wafer foundry, there is still a high inventory risk, even if the "price reduction wave" is ushered in. It is still difficult to change the plan of IC design manufacturers to increase the investment volume, so after entering 2023, the challenges facing the mature wafer foundry process will be greater. On the one hand, it is necessary to speed up the destocking of , and on the other hand, it is also necessary to improve the capacity utilization rate of .
However, in the field of wafer foundry, there is one exception. Other foundry manufacturers have expressed strong willingness to lower prices, but TSMC has maintained its attitude of price increase in 2023. Different from mature process chip foundry, TSMC has a certain irreplaceable nature in advanced process chip foundry.
Take 4nm or 3nm process technology as an example. Although Samsung and Intel also have certain technical advantages in advanced process technology, the gap is still quite large compared with TSMC. With its higher yield rate and production capacity, TSMC has received support from American technology giants such as Apple , Qualcomm , and Nvidia.
You should know that among TSMC's top ten major customers, eight of them are American technology giants. As long as you win one or two American technology giants, TSMC will not have to worry about orders and perform without worries. This is also the main reason why TSMC insists on price increases. In fact, TSMC has such technical strength and confidence.
Despite rumors outside the world, US giants such as Apple and Nvidia rejected TSMC's price increase requirements. And the chip market has begun to favor the buyer market , but if TSMC insists on the price increase plan, in my opinion, there are actually no more or better choices for US technology companies such as Apple, Nvidia and Qualcomm.
Qualcomm once gave Samsung a chance in advanced process chip foundry, but the "surge" of Snapdragon 888 series has taught Qualcomm a lesson, so TSMC still has irreplaceable technical advantages in the choice of 3nm or even more advanced chip foundry. Compared with the "showing bad" behavior of other chip foundries, TSMC is more radical.
Especially after TSMC established a 5nm wafer factory in the United States, the annual production capacity of the factory can reach 600,000 pieces. It is foreseeable that TSMC's performance in 2023 will not only not be affected by the industry recession, but will set new highs.
You can understand one truth from the different situations of chip foundry manufacturers. Only by having self-developed core technologies can you be safe! Although the overall environment is bad and even though everyone is in danger of chip foundry manufacturers, TSMC can still develop rapidly. This is the dividend brought by its technological advantages! Therefore, domestic technology companies also need to take TSMC as an example and insist on independent research and development. Only with strong technical strength can they not worry about development! What do you think about this? Welcome to comment and leave a message!
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