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As we all know, for silicon-based chips, 1nm is the molar limit, that is, the limit accuracy of silicon-based chips can only reach 1nm in theory, but due to the limitations of the natural environment, its actual accuracy can never reach 1nm.
At present, TSMC has developed 3nm chip manufacturing. I thought it was the leader, but what people didn't expect was that recently announced that they have broken through the Moore limit of chips and have developed three solutions, and 1nm is no longer the end of chip accuracy.
This news is a major breakthrough for human technology, but it is a blow to chip manufacturers such as TSMC and Samsung, because they did not expect that they might be surpassed by Intel in the next short period of time.
says that the authorities are confused and bystanders are clear. When TSMC and Samsung handed over the core data, they should have known that such an ending would be possible. Moreover, Xiaomei has already made it clear that she should rebuild her advantages in the chip manufacturing industry. Now it seems that they have really done it.
It is obvious that Intel's current achievements are inseparable from the "support" of TSMC, Samsung and other companies. Even the latest generation of EUV lithography machines of the Netherlands ASML were directly transported to Intel, rather than TSMC. According to the current trend, the ending is already very obvious.
For TSMC, what should we do to avoid being surpassed? Although there are few ways left, there is still a way out. As long as TSMC makes the following three preparations, it may still be able to firmly take the top spot in the next three years.
First, diversify production capacity. We all know that most of TSMC's current production capacity is allocated to the North American market, such as Qualcomm and Apple, their main customers. Once Intel reaches the point where it can replace TSMC, these American companies will inevitably abandon TSMC due to external forces. Therefore, TSMC must now be prepared to minimize its dependence on the North American market as much as possible.
Second, cancel the decision to build a factory in the United States. Anyone with discerning eyes knows that Xiaomei's invitation to TSMC to build a factory in the United States is "the drunkard's intention is not wine", and its real purpose is to transfer it technology to achieve the real rise of Xiaomei's chip industry. Therefore, at this time, TSMC must be tight-lipped about its own technology and avoid any risk of possible leakage.
Third, formulate TSMC's unique standards. With the development of the times, it is inevitable that the chip market will be divided by major companies, and it will eventually become even. As the current leader in the industry, TSMC must establish its own rules and standards if it wants to maintain its advantages in the long run, so that some competitors who are taking advantage of the situation can be directly filtered out.
No matter what, Intel can break through the Moore limit of chips, which means that it truly puts technology first, and those companies that truly value technology will have bright prospects.
So, TSMC should wake up. Although it has advanced chip process technology and equipment, TSMC has not yet achieved complete autonomy. Once Xiaomei gets rid of her dependence on it, the trick of "bottleneck" is unlikely to be avoided.
Nowadays, TSMC's biggest competitor is probably no longer Samsung. Intel has threatened to surpass TSMC after 2024. The current signs show that Intel does have such confidence and strength, so TSMC must prepare early in case it is caught off guard. What do you think?
