In the past year, tight global semiconductor production capacity and rising chip prices have made chip manufacturing companies even more important.
1: TSMC’s only big customer is now only Apple !
The world's major fabless semiconductor companies almost depend on TSMC's foundry. So what are TSMC's major customers?
There is no doubt that Apple is now TSMC's largest customer, with a share of 25.93%, far ahead of all other TSMC customers, followed by Huawei , its second largest foundry customer.
As the world's largest chip manufacturer, TSMC is bound to encounter more difficulties and potential crises in the future.
Don’t forget that the United States only targets Huawei companies, while other domestic mobile phone manufacturers with a larger market share (including Xiaomi , OPPO and vivo) use Qualcomm’s Snapdragon series chips. As TSMC's core product, 5nm chip products are only two order customers produced by Apple and Huawei. They are the only companies that will use and be able to use TSMC's 5nm chips after the US ban takes effect.
2: The world economic situation and economic confrontation have caused a huge potential crisis for TSMC.
Mergers between worlds are normal, but with the continuous breakthroughs in domestic chip technology in the future, the cooperation between Huawei and TSMC in the future new chip field will basically cease to exist! As the old saying goes, don't put your eggs in one basket. After Huawei was suppressed, TSMC put all its eggs in the "basket" of Apple chips. People should not just look at the immediate interests, but plan for the long term.
Recently, US Secretary of State Peng thanked TSMC Liu Deyin , "This historic agreement will strengthen the relationship between the United States and Thailand." But investors are worried, "Does TSMC's building a factory in the United States mean giving up on mainland China?" Will TSMC really do that? Should we give up Huawei’s 14% share of overall sales?
As the U.S. export ban continues to strengthen, some predict: "Huawei should completely draw a clear line between TSMC and TSMC." A well-known person in the semiconductor industry said: Indeed, transactions with Huawei require U.S. permission.
In addition, , an investment consulting company in Taiwan, also said: "It is difficult to maintain the total profit margin of the new factory at 50%. This is a huge challenge!" In fact, TSMC Chairman Liu Changguan said in a news conference in April The press conference made it clear that in order to build new factories in the United States, cost will become a bigger obstacle and more efforts will be required to cut costs.
Three: Is it really that difficult to run a semiconductor factory in the United States?
Affected by the US ban, TSMC lost its second largest customer Huawei. The first thing
has to bear is that if it does not build a factory in the United States, it will also face the crisis of being suppressed. Then it announced that it would spend US$12 billion to build a factory in the United States. However, as everyone knows, TSMC has never received subsidies from the U.S. government. In the end, TSMC cut off supply to Huawei, saying that it must comply with the U.S. ban and cannot OEM for Huawei. This happened again and again. The shocking news has pushed TSMC to the forefront, and TSMC is full of a sense of crisis!
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