"My company does not produce its own products, it only manufactures products for semiconductor design companies." - Zhang Zhongmou (founder of TSMC)
In January 2019, TSMC held a financial report briefing, and said that its revenue in 2018 was US$34.2 billion, with a gross profit margin of 48.3%, a year-on-year increase of 5.5%. TSMC stated that it estimated that its revenue in the first quarter of 2019 was US$7.3 to US$7.4 billion, a quarterly decrease of 21.27 to 22.34%.
Zhang Zhongmou (founder of TSMC)
As a pioneer of wafer foundry companies, TSMC has promoted the transformation of the entire industry in the past decade. Whether it is Huawei HiSilicon, or NVIDIA, Qualcomm, MediaTek , etc., have benefited a lot from it. On June 5, 2018, Mr. Zhang Zhongmou officially retired. At this point, TSMC has officially entered a new era of "double head parallel leadership system".
has passed, and it has to continue in the future. This article will analyze this great semiconductor manufacturing company according to these two parts.
has passed
The global semiconductor industry began to decline significantly in 2008. As TSMC's development in the wafer foundry industry is better than the overall semiconductor industry and its development is better than its peers, and its share in the global wafer foundry market has reached 51%. In 2008, TSMC's revenue increased by 7.9%. Excellent results have been achieved in the promotion of advanced processes, with the proportion of 65 nanometers increased from 10% at the beginning of 2008 to 27% at the end of the year, and the proportion in logic device foundry reached 80%.
In 2008, TSMC completed the delivery of 40nm process products, demonstrating its 32nm foundry technology for the first time. TSMC has also become the first foundry in the world to announce 28nm as a full process node. In 2009, TSMC achieved mass production of 40 nanometers and 28 nanometers, and began to deploy R&D on 20 nanometers to ensure a leading advantage in foundry.
production capacity increased by 14% in 2010. 40 and 45 nanometers have achieved full mass production, accounting for 17% of revenue, and 28 nanometers have also begun to make orders with customers. Although the global semiconductor market stagnated in 2011, TSMC quickly achieved mass production of 28 nanometers with its strong advantages and successfully developed 20 nanometers. In 2012, with the strong demand for smartphones and tablets, 28-nanometer shipments increased by 30 times compared with 2011, and all performances were completed well. 20-nanometer trial production began and 16-nanometer research and development began.
has been tested in November 2013 due to the use of the FinFET transistor structure. In 2014, TSMC's 7-nanometer technology entered the advanced development stage. In 2015, 10 nanometers were certified, and the yield and output of 7 nanometers also increased significantly. In 2016, it was very important to TSMC. 10 nanometers were successfully mass-produced, and 7 nanometers were certified, with a market share in the semiconductor industry reaching 56%.
10-nanometer process
2017 to 2018, with 10-nanometer orders increasing significantly, and 7-nanometer mass production was successful. However, due to the overall industry recession and political reasons, revenue will decline slightly. However, 5G is coming, demand for automotive electronics, smart terminals, etc. will be the driving force that supports TSMC in 2019, and the research and development of 5-nanometer process has already begun.
The future has to continue - "Post-Chang Zhongmou Era"
TSMC's past is brilliant enough, but the current production environment is also harsh enough. Since TSMC entered the post-Chang Zhongmou Era on June 5 last year, safety accidents have occurred frequently, and two serious accidents have occurred in half a year, shocking the industry.
Last August TSMC reported that the computer system was attacked by a computer virus, causing news that the machine was shut down in major high-end production capacity plants such as Zhuke FAB 12, Nanke FAB 14, and Zhongke FAB 15. Xinshit announced on August 4 that the source of the virus is a Japanese silicon wafer transmission system. It was initially confirmed that it was a ransomware that broke out around the world in May 2017. It was a ms017-101 vulnerability and spread through port 445. The affected production capacity is about 70,000 pieces, of which the main production processes are concentrated in 7 nanometers and 12 nanometers, and some 16 nanometer processes are also included.
TSMC declared in August 2018
TSMC stated that the degree of virus infection varies from factory to factory, some factories have returned to normal in a short period of time, and the rest are expected to recover within one day. However, it may take 5-7 days to recover from the virus.
TSMC declared in January 2019
Half a year later, on January 28, 2019, TSMC spokesman Sun Youwen confirmed that due to the defect incident of the Fab 14B factory photoresist , the annual net profit per share decreased by 0.08 yuan. TSMC's wafer scrapping volume reached 100,000 pieces, and almost the factory's total production capacity will be redone in one month, which is far higher than expected, and has affected the shipments of major customers such as Nvidia, HiSilicon, and Xilinx, which has affected the trend of the global electronics industry.
has many difficulties
In addition to these two serious accidents, TSMC has not had a good life either.
Bitmain is the main customer of TSMC's Nanjing factory, but in the second half of 2018, Bitcoin collapsed and orders began to be canceled. The production capacity of TSMC's Nanjing factory was greatly reduced, and the 10-nanometer process was quickly eliminated. Although 7 nanometers are enough to make money, customers are still mainly Apple, and the order quantity has also begun to decline. The dual-head system within
and the huge changes in the external environment have led to TSMC losing its soul now. After the first generation of entrepreneurs leave, the baton will inevitably go through a period of power turbulence, and TSMC is also inevitable. How Liu Deyin and Wei Zhejia lead TSMC through this crisis has affected not only Taiwan!
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