TSMC is a well-known company in the semiconductor field, but TSMC's development trends have always been criticized. Because TSMC does tend to cater to the needs of European and American countries, it ignores the mainland Chinese market. Before
, TSMC Liu Deyin spoke again, believing that the pursuit of energy efficiency is the main direction of the future development of the chip industry. 's remarks are also very meaningful, and it seems to have revealed the future development direction of TSMC.
1. Pursuing energy efficiency? TSMC Liu Deyin spoke again
When it comes to TSMC, I believe everyone is already very familiar with it. The full name of this company is Taiwan Integral Circuit Manufacturing Co., Ltd. , headquartered in Hsinchu County, Taiwan Province, my country, and was established in 1987. After years of development, this company has become the world's first professional integrated circuit manufacturing service company and is also the king of global chip foundry.
However, the corresponding trends of this company in recent years are also very confusing. Some time ago, Liu Deyin, general manager and co-executive of TSMC, stated that he did not value the mainland market in my country, and also made clear data evidence that the mainland market only accounts for 10% of TSMC's total revenue.
In recent times, Liu Deyin has also spoken out again and made clear plans and explanations on the future development direction of semiconductor industry. Liu Deyin believes that the future semiconductor industry needs to pursue more extreme energy efficiency and should make industrial technology innovation the top priority of enterprise development. For this reason, Liu Deyin also took out chips of different quality to compare them. For example, chips made of 5 nanometers save 83 percentage points more electricity than 28 nanometers.
Liu Deyin's public voice has indeed triggered our thinking about the chip industry, but as for Liu Deyin's view is correct? At present, there are also constant controversy in the market. Most people believe that the main purpose of the development of the semiconductor industry is to help countries around the world solve the energy crisis , but if you pursue the ultimate energy efficiency too much, it will definitely increase investment in industrial technology development .
If it develops for the sake of development, then it is put before the cart. The chip industry pursues energy efficiency and will not have obvious practical significance. Whether Andy Lau’s view is correct is worth exploring, but his remarks do reveal the future development direction of TSMC, and even foreign media said that the ending is basically clear.
2. Foreign media: The ending is basically clear
As a private enterprise in my country, TSMC, in the past development, actually tends to cater to the markets of developed European and American countries, in order to be able to cooperate with some American companies. TSMC had also built factories in the United States and later stated that it would also invest in the construction of a three-nano chip production factory in the United States. Because of some public opinion, TSMC had to shelve this .
However, Liu Deyin's two voices did show that TSMC's future development deployment has been finalized. Previously, Liu Deyin said that the mainland market is not important . It seems that TSMC does not pay attention to the chip product demand in the mainland market and those social opinions that are quite unfavorable to TSMC.
This time, Liu Deyin said that TSMC should pursue energy efficiency as the main development direction of the company in the future. This can clearly show that TSMC will build three chip production factories in the United States, and it is very likely that it will strengthen exchanges and cooperation with European and American companies in the future. But is this approach really correct?
3. Subsequent development
Under the current market conditions, if TSMC still chooses to build a factory in the United States, then they will definitely taste the bitter fruit of their willful actions in the future. First of all, from the perspective of investment, building a factory in the United States means more costs, which will definitely far exceed the cost of building a factory in Taiwan or the mainland.
Secondly, from a development perspective, mainland China is the world's largest chip market, and its demand is far beyond the reach of other countries. Even if TSMC's chips are, as Liu Deyin said, the products only account for 10 percentage points in the mainland market, and other chips will be sold to overseas markets.
However, those chip products that have been sold to overseas markets will eventually consume by the mainland market. Since this is the case, it is better to give up the US market and directly achieve business docking from the mainland.
4. Summary
Liu Deyin's two voices have indeed shown his attitude towards the future development of TSMC. However, this direction seems to be wrong in the eyes of many people. It does not seem to be beneficial to TSMC from a development perspective or from an investment perspective. It can be seen from this that TSMC's approach is actually not worth the effort. If Liu Deyin really leads the company in this direction in the future, then TSMC's decline will not be far away.
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