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TSMC has a very high status in the chip manufacturing industry, and companies in many countries need to find TSMC to manufacture. Especially for American companies, most of the chips designed by giants such as Apple, Qualcomm, and Nvidia are manufactured by TSMC. But TSMC's strong strength has also caused concerns among countries such as the United States.
, and TSMC founder Zhang Zhongmou showed up and said bluntly that if he forcibly "nationalized" and uses force, he will destroy TSMC. What kind of market environment is TSMC in? How can TSMC stabilize its growth momentum?
TSMC variables
TSMC has been leading in the chip manufacturing industry since its establishment in 1987. Under the leadership of founder Zhang Zhongmou, TSMC created the industry's first chip foundry model. Many semiconductor manufacturers have given up on the IDM route and focus on chip design. In this way, it can save costs and reduce development risks.
, and TSMC has won one order after another with its leading chip foundry technology, making American companies that have always pursued technology leadership depend on this.
is like Apple. It originally cooperated with Samsung for a while, but TSMC successfully won all Apple's chip foundry orders with technology. In the future, Apple will also seek TSMC's 3nm and 2nm chip process support.
As the saying goes, wood will be destroyed by the wind, and every man is guilty of being guilty of being a treasure. When TSMC's comprehensive strength reaches a certain level and makes certain countries and regions feel worried, TSMC's variables will increase.
is very obvious. The United States invites TSMC to build a factory, while on the other hand, it cooperates with Japan for 2nm chips. While giving TSMC the least subsidy for chip construction, Intel has become the biggest beneficiary of the subsidy. These double-standard practices of
are very consistent with the US style of conduct. You should know that TSMC has always manufactured chips for American companies and has never had any problems. Moreover, TSMC has also no longer manufactured for the second largest customer in accordance with the requirements of the rules. Even TSMC's current chairman Liu Deyin made it clear that American technology is the direction of efforts.
, such a cooperative relationship, is still put by the United States in a situation of concern, finding ways to support Intel's rise and then reducing its dependence on TSMC. Is this a sign of cooperation? Obviously not.
Retired TSMC founder Zhang Zhongmou took all this in his eyes. He first opposed building factories and chips in the United States, believing that there is no advantage in the industrial chain. Then Zhang Zhongmou mentioned in an interview with US media CBS that if ** happens, TSMC will be destroyed.
Zhang Zhongmou made a public statement and officially showed up. The implication is to force "nationalization" and the use of force will destroy TSMC. This view is similar to Liu Deyin's previous statement, and they both emphasize what consequences will force bring to TSMC.
Therefore, the market environment in which TSMC is located is not what Zhang Zhongmou wants to see. In response, some foreign media said that the result will only be a mess.
How can TSMC stabilize its growth momentum?
The reason why TSMC has risen is because it does not participate in customer competition and is not placed in a complex market environment. Simply use technical advantages to provide customers with high-quality OEM services. Even though TSMC has advanced chip design levels, it has never launched any consumer product.
It is this unintentional concept that has brought TSMC to this day and has become the world's largest chip foundry manufacturer. Customers can feel at ease to hand over the core confidential chip design drawings to TSMC for contracting. But what about now?
Under the influence of market rules, TSMC has embarked on the path that should not have taken and has been guided to the wrong direction. It has become a "tool" for some countries to specifically improve their chip manufacturing capabilities. When they get rid of their dependence on TSMC, no one can guarantee what will happen.
Of course, things have not yet developed to the last step, and TSMC is still on the ceiling of the industry.And it is also reported that TSMC will surpass Samsung Electronics in the third quarter to become the world's largest semiconductor salesman.
In addition, according to the third quarter financial report released by TSMC on October 13, its revenue reached NT$613.14 billion (about RMB 138.57 billion), a year-on-year increase of 47.9%. Net profit reached NT$280.87 billion (about RMB 63.3 billion), a year-on-year increase of 79.7%. Revenue performance like
proves that TSMC's revenue level still maintains a high growth trend. The question is how TSMC can stabilize its growth momentum in a complex market environment?
can only see Liu Deyin can recognize the reality clearly. If Liu Deyin can see the true face of the United States, maintain a distance beyond non-order cooperation, and avoid going on a fork in accordance with the other party's requirements, it may also dominate the future of TSMC.
What the United States wants for TSMC is not just to build a chip factory, but obviously wants more, even TSMC's talents and core technologies. The more this happens, the more TSMC needs to keep a distance and control its core technology.
And in terms of developing chip globalization, we also need to continue firmly. Only globalization can give TSMC a broad future.
summary
Zhang Zhongmou made a public voice, pointing out TSMC's current situation and the consequences that some actions will cause to TSMC. Zhang Zhongmou certainly does not want these situations to continue to develop. If you want to get rid of the complex market conditions, it depends on how TSMC correctly treats its cooperative relationship with the customer market.
In short, the road is taken by TSMC itself, and everything depends on TSMC's decision.
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