TSMC's market value wins Intel The world's largest semiconductor company
TSMC has recently accelerated its catch-up in advanced processes, and analysts expect to surpass Intel in 2020. (Provided by TSMC)
has entered the post-mobile era. Intel and TSMC, which were originally complementary than competition, have recently increased their investments into each other's most important markets. A money-burning war that starts at NT$100 billion is officially staged. At the same time, the market value of TSMC's US deposit certificate (ADR) surpassed Intel several times last week. If Samsung Electronics, which has insufficient screen purity, TSMC has become the world's largest semiconductor company.
Intel has always been the leader in personal computer processors, while TSMC is the world's largest wafer foundry. The two parties have had a long-term cooperative relationship. Recently, in addition to entering the field of wafer foundry, Intel has also announced that high-performance computing, 5G communication, Internet of Things, self-driving cars, etc. will become new platforms after PCs; TSMC also believes that high-performance computing, automotive electronics, Internet of Things and mobile communications are the mainstream of future growth, and the two sides have begun to confront each other across borders.
Former foreign ace analyst Lu Xingzhi believes that although Intel can always find e-sports, data centers, Internet of Things, mobile phone radio frequency chips and other fields in the recession trend of the PC market, it is expected that with the mass production of the 10-nanometer process in the wafer foundry in the first half of this year, and even the mass production of 7-nanometer process at the end of next year, it shows that Intel may lose its exclusive position, and global semiconductor manufacturers are expected to get a share of it.
Land travel analysis, the PC market is gradually declining, the data center processor market is too small, and the smartphone market lacks competitiveness, etc., which makes Intel unable to fill the production capacity of the new factory. In contrast, TSMC, which has customers spanning the fields of smartphones, Internet of Things, self-driving cars, artificial intelligence, high-speed network chips, has been able to continue to invest in advanced processes. In line with the 24-hour operation and three shifts a day, TSMC has gradually surpassed Intel. Xie Jinhe, chairman of
Caixin Media, said that Intel acquired Israel's Mobieye for US$15.3 billion a few days ago, entering the self-driving field, but its stock price performed mediocrely. In contrast, TSMC ADR, whose market value once reached only US$2.2 billion, finally successfully surpassed Intel last week. If Samsung Electronics, which is a non-pure semiconductor company, is already the world's largest semiconductor company, , which Taiwan media seems to have not noticed.
Note: Samsung Group is not a simple semiconductor company, a giant market value, and cannot be compared simply as a comparison
TSMC's market value wins Intel. After
, another patent rogue after Qualcomm ? AMD controls MediaTek's infringement. The US will investigate
[It is not easy to organize, remember to forward]
Semiconductors remember to click on their thumb below to leave footprints.
, if you think the article is good, forward more friends, leave comments, and convey the opinions of our semiconductor people.
Recommended follow: Chip List (Feature search for "chip List" to follow)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-