I believe everyone is familiar with TSMC. , the world's largest chip foundry company, monopolizes more than 52% of the global chip foundry market.
However, what everyone did not expect was that TSMC, which frequently appears in the spotlight, may not be able to withstand it. In the words of foreign media, the era of TSMC is about to end . Although
Although TSMC has been established for more than 30 years, it has ushered in its highlight moment after the chip entered the 7-nanometer process era, becoming a "guest of honor" for technology giants such as Apple , Qualcomm , Nvidia, Huawei , but it has ushered in major changes in the 3nm era.
According to media reports, TSMC's 3nm chip mass production plan has been postponed due to the "change of mind" of downstream companies such as Apple and Qualcomm. The Samsung , which has always regarded TSMC as a "stumbling block", has begun to produce 3nm chips. Although the orders are small, it has achieved the first leading position in the mass production of in the advanced process technology .
It is worth mentioning that the capacity utilization rate of TSMC's high-end chip production line has begun to decline, and it is forced to shut down 4 EUV lithography machines. The construction plan of Kaohsiung 7nm factory was stranded .
3nm chip mass production plan, the shutdown of EUV lithography machines, and the suspension of construction of new factories have failed to attract excessive attention from the media. However, a speech by TSMC President Wei Zhejia in a recent speech attracted widespread attention and discussion in the technology community. Many foreign media even used the words "TSMC era is about to end" to describe Wei Zhejia's speech.
According to foreign media reports, TSMC President Wei Zhejia encouraged employees to take the initiative to take leave to accompany their families at the TSMC internal conference. In the past few years, TSMC's production line has been in overload operation, with insufficient employees at all, and there are few opportunities for vacation. In order to meet production needs, it even actively lowers the recruitment standards, and has recruited a large number of employees without low education and inexperienced.
TSMC, which has such a shortage of labor, is now starting to encourage employees to take their leave, or the president will take the initiative to take the initiative to take the initiative. This is really rare.
In this regard, many foreign media analyzed that TSMC is likely to encounter a shortage of orders, the utilization rate of the production line has been greatly reduced, and it is difficult to find more orders to fill this vacancy in a short period of time, unless it can re-found Huawei's chips, but this possibility is almost zero. In order to reduce losses, it has to "laid off employees" in disguise, and an era may end.
In fact, the end of the TSMC era is destined. Because of the development of chip process technology, it has touched the ceiling of " Moore's Law ", and it is difficult to make a qualitative breakthrough in in a short period of time. Semiconductor companies no longer pursue advanced chip process technology, but begin to pursue advanced chip packaging process.
Huawei and Apple use their own personal experience to tell everyone that mid- and low-end chips can exert the performance of high-end chips through advanced chip packaging technology, and have lower technical requirements and fewer manufacturing costs. In the field of packaging, my country has a great say in it. The packaging technologies of Changdian Technology and Tongfu Microelectronic have reached the first-class level in the industry.
As semiconductor companies continue to increase their attention to chip packaging technology, more and more chip companies are entering the field of chip packaging. Orders that should belong to TSMC will inevitably be diverted, and it will be a matter of time to come to an end.
