Semiconductor technology is one of the country's most important strategic projects, and it has now become a tool for gaming. China's previous investment in the semiconductor field was still very slow, mainly because the external environment is relatively stable, giving us time to develop steadily. But now a series of operations in the United States have forced us to speed up our layout in semiconductors. In the past year, the United States has been making crazy ideas in the semiconductor field, which has not only made our domestic chip market difficult, but internationally, even their own companies have been confused by it. I originally wanted to target the domestic semiconductor market, but I didn't expect that it would hurt TSMC . Then I wanted to attract TSMC and Intel , but I didn't expect it would hurt Apple .
Although TSMC has great success in the semiconductor field, to the United States, it is just a company used to disgust China. Chinese netizens' scalps went numb after watching TSMC's instructions. Last year, TSMC announced that it would build three 5-nanometer chip production lines in the United States and two 3-nanometer chip production lines. Until the first half of this year, domestic netizens felt that TSMC was making loud noises but not raining, and they deliberately told the country that they wanted to kill us. Indeed, after the United States cut off the supply of Huawei chips, the news that TSMC was going to build a factory in the United States did make many netizens sour and angry.
Because the domestic chip production capacity at that time was dwarfed by comparison, and the United States not only cut off the supply of chips, equipment, but also chip raw materials, Japan stopped exporting to China. Some domestic wafer factories could only watch the factories stop production. Many netizens at this time very much hope that TSMC can expand the 28-nanometer chip factory in Nanjing to help the country alleviate the urgent need for . But at that time, TSMC was going smoothly and was going to build a factory in the United States. It had no time to pay attention to the situation in China. It was impossible for it to expand its chip factory in Nanjing.
But then TSMC faced the most severe drought in decades. Various reservoirs were in short supply and its production capacity was severely reduced. At this time, TSMC had not yet thought about expanding its chip factory in Nanjing. But then SMIC suddenly issued news that it could mass-produce 28nm chips and had begun building a factory in Shenzhen. At this time, TSMC really panicked. Because once 28nm chips can be mass-produced in China, there will be little competitiveness left in the market. then began to announce that it would expand its chip factory in Nanjing in an attempt to paralyze domestic chip manufacturers, but it was already too late. Night.
After SMIC was able to mass-produce 28nm chips, TSMC's market share dropped significantly, and now it has to pay the price for its arrogance. Not only that, because not only chip prices have increased globally, but also raw materials. TSMC itself is the highest-priced foundry in the industry. It has no room for further price increases. Therefore, many companies have stopped placing orders from TSMC because the prices are too high. If it is too high, it is better to choose other companies with better price/performance ratio, such as SMIC.
Although TSMC has expanded its 28nm chip factory, it has been difficult to obtain orders due to price issues. Officials also issued a warning against malicious chip speculation a few days ago. TSMC also claimed to suspend the price increase of 28-nanometer chips. On the one hand, the country has spoken out, but on the other hand, it does not dare to increase the price. If it increases again, there will really be no customers.. But what is unexpected is that TSMC is really in a hurry this time. On the 13th of this month, external news reported that was worried about overcapacity, and TSMC asked the country to stop the production of 28-nanometer chips and used technology as a threat. It’s really funny to see this. You are worried about overcapacity and can’t produce. Why do you ask us to stop production? This is because as mentioned before, when advanced chips can be mass-produced in China, TSMC has no competitiveness. 28nm chips are just It's the beginning.
Thanks to the sanctions imposed by the United States, we felt the crisis. SMIC was able to quickly break through the 28nm technology for mass production. On the other hand, the United States not only helped us, but also cheated TSMC. But the blind command of the United States is not over yet. Some time ago, the United States asked ASML to move its headquarters to its own country, and asked ASML to cooperate closely with Intel. This means that in the future, ASML's EVU lithography machine must be provided to Intel first. Seeing this, TSMC panicked again, because it had been a major customer of ASML before, and now it suddenly lost its "exclusive favor" and lost the priority supply of EVU lithography machines. This was a huge blow to TSMC.
But the business still needs to be done, so TSMC can only revolve around Intel, because Intel has the lithography machines that TSMC needs most. TSMC recently announced that 3-nanometer chips will be given priority to Intel. Apple, which has always been TSMC's "financial father", was probably dumbfounded when hearing this news. Apple, which has always been a representative of high-end machines, cannot be the first to use 3nm chips. Whether it is , Cook, or Apple fans, they must be unwilling to accept it. Moreover, TSMC has always been a representative of advanced process chips and cannot use the most advanced chips. Product, how can it prove that Apple is the most advanced mobile phone.
The United States is now an ant in the hot pot due to the health incident in China. Recent events in the world have almost thrown it into disarray, and it has frequently made poor decisions. Although on the surface it is aimed at China, in fact it is In promoting China's chip development, China has now gained a firm foothold. If the United States comes up with some bad ideas, it may have a greater impact on itself.
