Take the chip industry as an example. Micron , SK Hynix , Qualcomm , Intel and other companies are all in trouble. Not only has they reduced their expenses, but they have also ushered in a "scumulative wave", and their revenue has declined sharply. Moreover, the prices of some chips plummeted by 90%, and they are still "cannot sell". The situation of chip companies is not optimistic.
However, in the global economic downturn, TSMC has become an isolated case! Recently, TSMC has been making continuous news. After TSMC officially announced the establishment of a 3nm wafer factory in the United States and a 1nm/2nm wafer factory in Taiwan, TSMC released important data.
It is reported that TSMC expects its total revenue in 2022 to reach US$78 billion, or approximately RMB 542.88 billion. Compared with the same period last year, the increase reached about 30%, which increased instead of falling, and created a "historical high". It is worth mentioning that the estimated financial report data of TSMC's legal person shows that for TSMC's development in 2023, the legal person's annual revenue is expected to exceed US$100 billion.
, and TSMC CEO Wei Zhejia said that the semiconductor industry will fall into recession in 2023, but TSMC will not be affected and will continue to grow. Obviously, TSMC is very confident about its future development. So where does TSMC's confidence come from?
Personally believe that TSMC's advanced process technology is the biggest advantage and source of confidence. As we all know, TSMC has issued a notice to major customers of the "2023 Industrial Price Increase Plan". Even if giants such as , Apple, , Nvidia and other people intend to refuse, TSMC has pricing advantages in 3nm technology.
, and TSMC has established 5nm and 3nm factories in the United States, which will further help TSMC open the door to the European market, enhance international influence, and win more European customers. Therefore, TSMC's overall development in 2023 is indeed on a positive trend, becoming "the world's first company with chip foundry revenue exceeding 100 billion US dollars." TSMC has a chance.
Of course, from another perspective, TSMC is so confident, which is also related to the poor performance of competitors such as Samsung and Intel. Although Samsung and other companies have accelerated the research and development of advanced process technologies below 3nm, in fact, there is still a big gap between them and TSMC regardless of product quality, yield rate or production capacity. Therefore, TSMC is full of confidence in its 2023 orders.
You should know that TSMC dominates half of the chip foundry field, and many US companies also rely on TSMC. For example, Apple, Qualcomm, etc. In fact, these technology giants have also tried to reduce their dependence on TSMC, but it turns out that Samsung is still not doing well. So this also inversely proves TSMC's strength and also gives TSMC the opportunity to "make a profit on your own"!
At the latest event ceremony of TSMC's Arizona factory, Apple, Nvidia and others expressed their plans to "place orders". From this point of view, it can be seen that Wei Zhejia did not brag. Although the global chip market has been cold, it does not affect TSMC's performance at all. This is the truth of "the strong will always be strong"! Domestic technology companies must also understand that " comprador " has no future and only by having core technology advantages can you have the right to speak! What do you think about this? Welcome to comment and leave a message!
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