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Introduction: Another 4.3 billion orders were cut, and TSMC became "easy to talk about", and domestic academicians said nothing wrong!
As we all know, since the US has repeatedly modified the chip rules, it has directly disrupted the development balance of the global chip market. Not only can the chips of US companies such as Qualcomm and Intel cannot be shipped freely, but even chip production and competitive sports companies such as TSMC and Samsung cannot be shipped freely. This has directly led to a chip shortage in the global chip market. In order to alleviate the problem of chip shortage, the global market has also begun to actively expand the chip production capacity, which has also brought about a major reshuffle in the development of the entire chip market!
Global chip shortage, TSMC makes a fortune
In the case of global chip shortage, only by continuously increasing the chip production capacity can the chip shortage be effectively solved. This also makes TSMC, the world's largest chip production giant, the focus of attention of the entire market. You should know that TSMC accounts for almost more than half of the world's advanced chip production capacity, and customers who purchase TSMC chips are also lined up to rush to buy, which also makes TSMC make a fortune!
Chinese companies have begun to turn orders to SMIC and other domestic companies
It is worth mentioning that most of the companies queuing up to buy TSMC's production capacity and chips are US companies, and TSMC has always allocated the remaining capacity to Chinese companies after meeting the orders of US company customers. This has also led to many of our Chinese companies queuing up to not necessarily get chips; in this case, domestic chip companies such as SMIC have also accelerated their development pace, which has also caused many Chinese companies to start turning orders to domestic companies such as SMIC!
Another 4.3 billion orders were cut, and TSMC became "easy to talk"
With the rapid development of our domestic chips, our import orders for foreign chips have also been decreasing. It is reported that among the 20 fastest growing chip companies in the world, 19 are from China, which shows how rapid our development in the chip field is; according to relevant data, in the first four months of 2022, the number of imported chips in China decreased by 24 billion, which also shows that some domestic chips can already meet the development needs of a certain market!
Domestic academicians are right
In the domestic market, SMIC is not only accelerating the research and development of advanced N+1 and N+2 process chip technologies, but also constantly building chip wafer factories to expand production capacity. With the increase of domestic chip production capacity, our demand for imported chips has also further decreased. Now China has cut orders for 4.3 billion chips; in the case of continuous orders in China, TSMC has also begun to change its attitude. TSMC has stated that it will give more production capacity and orders to mainland customers. It can be said that with the continuous breakthroughs in the chip field in China, TSMC has suddenly become easier to speak!
You should know that China is the world's largest consumer market and the world's largest chip market. The chip scale imported by my country exceeds 2 trillion yuan every year. When TSMC's production capacity cannot meet the development needs of domestic enterprises, we will work hard to find ways to solve the production capacity and production problems from the domestic market. With the continuous breakthrough of SMIC, we have also mastered some chip production technologies. So at this time, in order to avoid losing the domestic market, chip giants such as TSMC have to start changing their attitudes and start to please the domestic market; as domestic academician Ni Guangnan said: In the field of core technology, money cannot be bought. If we want to go further in the international market, we must insist on independent research and development. Only by mastering the core technology can we win respect!
