TSMC is the world's leading wafer foundry, especially its advanced technology. TSMC has been making frequent moves in the past two years. Last year, 7 factories started construction, and this year it plans to build 5 new factories. From this It can be seen that the semiconductor industry is really booming.
The fab capacity has moved eastward
It is undeniable that the semiconductor industry has been prosperous in recent years, especially in the Asian market. TSMC has surpassed Intel to become the second largest semiconductor factory in the world, and is only one step away from the top spot Samsung , regardless of Both foundry and semiconductor equipment are continuing to grow at a rapid pace, among which China is a huge market that cannot be ignored.
Sales of mobile phones and computers have declined recently, and many companies have cut orders (reducing chip orders). Everyone is generally worried about whether the turning point of the semiconductor industry has arrived.
China’s huge market has an increasing demand for chips. The entire semiconductor industry is moving eastward, and the industrial chain is actively deploying to Asia. In particular, wafer foundries still have the highest operating rate in the world.
It can be seen from TSMC's construction of 12 foundries in two years. These 12 foundries include mature production capacities of 14nm and 28nm and advanced production capacities of 2nm, 3nm and 7nm.
Mainland China's equipment market size ranks first in the world
Starting from 2020, China has begun to increase its investment in the semiconductor industry and has successively invested in the construction of multiple wafer fabs. This is also the first time that mainland China's equipment market size has ranked first in the world, In 2020 alone, the proportion was as high as 28.9%, and the scale in 2021 was as high as US$29.62 billion, a year-on-year increase of 58%.
The Western blockade has stimulated the innovative vitality of enterprises
The blockade of high-end chip manufacturing is to restrict the development of my country's chip industry. Although this has caused certain difficulties for domestic enterprises, it has also increased our determination to localize chips. In the technical blockade Under the circumstances, some of my country's semiconductor equipment companies have entered the harvest period, and domestic equipment has gained market recognition. Not only wafer fabs such as SMIC and Huahong Semiconductor are at full capacity, but similar China Micro , Huachuang, Xinyuan Micro's semiconductor products have entered the international market.
At present, there is still a certain gap between my country's advanced technology and the world, but domestic companies are catching up in the fields of design, packaging and testing, equipment and materials.
In particular, my country's localization demand has further increased. Chinese semiconductor companies will be in a period of rapid development. SMIC, as the leading company in my country's wafer foundries, has production capacity in short supply and is actively expanding 8-inch and 12-inch production capacity, especially for new products. The demand for intelligent energy vehicles has also allowed SMIC to continue to grow at a high rate. Of course, there is still a big gap between
and TSMC. However, considering that under the Western blockade, it is not easy to use TSMC's production capacity. In the end, the only ones that can really rely on are domestic companies.
