TSMC Many people should have heard of its famous name. As the world's most advanced foundry company, TSMC has won orders in half of the global chip market. The reason why TSMC can take these orders is also closely related to its own technology. TSMC 's chip manufacturing process has become very advanced. After exceeding Samsung , TSMC is now the company with the strongest chip foundry. Huawei , Apple , Samsung, and even Intel are now customers of TSMC . Due to the increasing demand for chips in the global market, coupled with the impact of the epidemic, the current market value of TSMC has reached US$560.7 billion, exceeding Tencent 's US$524.27 billion and Alibaba 's US$436.4 billion, becoming the company with the strongest market value in Asia.
The full name of TSMC is Taiwan Jiedu Circuit Manufacturing Co., Ltd., which is generally called TSMC . The English abbreviation is TSMC. It is the world's first professional wafer foundry enterprise. It was founded in 1987 and is also the world's largest semiconductor manufacturer. It is headquartered in Hsinchu Science Park in Taiwan and is mainly responsible for chip manufacturing. TSMC is a very terrifying company with strong technology in chip foundry, and its market share of chip foundry has reached more than 50%. Samsung's technology is already very advanced, but TSMC still surpasses Samsung, and the mainland's SMIC cannot be compared with TSMC . For example, , Apple , Huawei, and Samsung are all major customers of , TSMC , and , Intel in the computer field, almost all of which are inseparable from the foundry of , TSMC , and , TSMC has a very large profit in the chip field.
TSMC 's current market value has reached US$560.7 billion, surpassing Tencent to become the number one in Asia. As for , TSMC will become the number one company in Asia, this market value looks very large, but it is actually not difficult to understand. TSMC claims to be the Whampoa Military Academy in the wafer foundry industry. Many talents in the foundry industry come from TSMC . Including China, it has made great contributions to the semiconductor industry. Huawei, which we are familiar with, and some domestic mobile phone manufacturers, also found TSMC to cooperate. TSMC 's persistent pursuit in technology has also made it surpass Samsung and become the overlord. After Samsung had become popular in terms of technology, TSMC continued to make efforts in the later stage. After Samsung made the world's first 7nm advanced chip, TSMC mastered the 5nm process later, and the process was better than the 5nm behind Samsung. For example, the A14 processor of Apple iPhone12 and the M1 chip of Apple , as well as the Huawei Kirin 9000 chips, are all manufactured by TSMC , while Samsung has won some other 5nm chips, but the TSMC order share is obviously larger.
There are several reasons why TSMC can surpass Tencent’s US$524.27 billion and become the first in Asia with an additional US$36.43 billion, that is, US$560.7 billion. One is that there was a chip shortage in 21, and the chip shortage actually occurred in 20 years. The global epidemic has become serious in 20 years, and chips are needed in the mobile phone field, computers, tablets, automobiles and other fields. Because the epidemic has caused many foundry factories to close or temporarily shut down. These reasons have led to a huge decline in production capacity , and these production capacity cannot meet the needs of normal years. During the epidemic, the sales of mobile phones, tablets and computers showed a growth trend. Some products of Apple were inadequate in stock. When opening a new production line, the chip problem became a major bottleneck, and the chip price rose, which also led to the rise in product prices. Originally, the market value of TSMC is growing continuously. Due to the epidemic, the market value of TSMC has increased even more significantly, which has also made its market value continue to reach new heights. The 7nm chips from AMD, Qualcomm , and MediaTek have increased the revenue of TSMC by 20%.
Another reason is that TSMC 's process is not only advanced, but also has strong OEM capabilities. TSMC 's current 5nm production line is all providing chips for Apple . Last year's iPhone 12 series, TSMC gave Apple beautiful "results" to Apple . TSMC 's total revenue almost comes from Apple . Apple 's 5nm order last year brought great benefits to TSMC . Moreover, not only in the mobile phone field, but also in other fields, , TSMC has also received a lot of orders. For example, computer giant , Intel , also handed over the chip to , TSMC foundry, including chips, , wifi module and Ethernet controllers. Intel will be launched next year, and it also spent a lot of money to manufacture the 5nm production line of TSMC . These also made TSMC account for 7.2% of the total revenue this year. Intel has also become the second largest customer of TSMC .
In fact, Huawei is also a major customer of TSMC . However, after the United States sanctions on Huawei, it is not allowed to ship TSMC for Huawei, but TSMC is also OK for Huawei. After the United States restricted Huawei, TSMC has been helping Huawei for Huawei's orders, and the United States has controlled the share of technology to 25%. TSMC uses a 25% share to help Huawei; reduce it to 10%, TSMC will still help. Finally, before the US policy came into effect, TSMC still agreed to Huawei's $700 million emergency order. In addition, TSMC 's revenue increased by 19.% year-on-year in the second quarter of this year and net profit increased by 11.2%, but the stock price fell by 5.5%, which directly caused the market value to evaporate by 230 billion. Some people said that this is the impact of the loss of Huawei orders. In fact, it is not. The total order of TSMC is still in short supply at present, because TSMC is adjusting technology stock .
In addition, Apple 's new autumn iPhone 13 chip was handed over to TSMC , and still uses TSMC 5nm process. In addition, TSMC has mastered the 3nm process, which is better than Samsung's technology. TSMC may still receive considerable orders. Apple and Intel , MediaTek or many other companies will send orders for TSMC . The net profit of TSMC 's 5nm chips and 3nn chips is still very large. The previous chips can reach a profit of 52%, so the future market value of TSMC may be higher.
TSMC is indeed a very strong enterprise. Its chip foundry and technology are indeed very short of in mainland China. If we can get TSMC in the future, it is a very good choice for use by mainland China. In fact, Tencent's market value was also affected by the game sector, because Tianmei Studio and others have brought a lot of revenue to Tencent Games, but the game was later affected by netizens' boycotts and some negative news, and official media also spoke out. Alibaba was talked about last year because of anti-monopoly, and this year it was brought to the country, so these two companies were greatly affected, so TSMC also seized the opportunity to become the first. However, judging from the global chip market demand and the advanced technology of TSMC , TSMC will still perform very well in the future.
