On the 20th of last month, the stock price of TSMC was pushed to a new high, with a total market value of US$262.75 billion, surpassing Samsung Electronics' US$261.16 billion for the first time, becoming the company with the highest market value in Asia. TSMC 's stock has risen by more than 40% this year, setting new highs again.
Everyone knows that Samsung Electronics is a diversified company, and it has this company in many fields. It has always been the throne of the number one company in Asia's market value. However, this time it was knocked down by a semiconductor foundry company, which is also the effect brought about by the changes in the global semiconductor industry. Currently, TSMC has the world's top process technology . After many semiconductor foundries/producers withdrew from the top process market, TSMC and Samsung are the only semiconductor foundry factories that most customers who want to use top processes can choose. TSMC 's 7nm process is obviously "reliable" than Samsung's. Therefore, under the promotion of a number of customers, TSMC 's revenue is getting better and better, and has relatively good prospects, so its stock price naturally hits new highs.
TSMC has the ability to develop its own IC chip , but they do not rob customers of their business, but focus on semiconductor foundry business, gradually leading the semiconductor process from lagging behind others to global leadership. Of course, this is also inseparable from the heavy investment they invested in R&D. At the financial meeting in the third quarter of this year, they announced that they would raise capital expenditure from the original 11 billion US dollars to 14-15 billion US dollars, setting a record high. This focus has given them many "deadly" customers, which is also the driving force for continuing to push TSMC forward.
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