Semiconductor silicon-based material chips run the gamut from "functional" to "intelligent"...
In the early years, MediaTek SoC boosted before the "feature phone " industry broke out, especially during the Nokia mobile phone Symbian system period, a mobile phone required Manufacturers are deeply involved in various types of chips, and there is no entrance to "purely assembled mobile phones"!
Today's "smartphones" have gone back to the old path, and "someone like you" has become the "big purchaser" of Qualcomm Snapdragon SoC platform...
Put aside the "self-developed technology meat" shouted by "Lu Zuipao" before "Not fragrant", what the outside world can clearly see is: the semiconductor silicon-based material chip , from the R&D and design of the core architecture to the mass production of matching the process technology, is still the lifeblood of electronic products!
On the one hand, it is a "shipping expert" Samsung of logic chips and flash memory chips . On the other hand, it is Intel which masters the The whole industry tends to intervene in the business...
Therefore, chip manufacturers from China are expected to surpass the US company Intel, which is really unexpected!
This chip manufacturer from China is Taiwan Semiconductor Manufacturing Co., Ltd. which invited Zhang Zhongmou to "come out" in 1987 with high hopes from "relevant parties". It has gathered many semiconductor technology talents and has grown rapidly in Taiwan, China. TSMC .
Based on the data disclosed by Taiwanese media:
Thanks to the " wafer manufacturing" chip foundry business, it has maintained a momentum of rapid growth in recent years. In the second quarter of 2022, TSMC will surpass it for the first time. Intel's revenue!
What you need to understand is that TSMC is not involved in chip architecture research and development, nor is it involved in the corresponding terminal equipment business. Instead, it is more "specific" in providing external chip manufacturing and chip OEM production with advanced process technology...
Simply Said that TSMC is not involved in Intel-style own chip products, nor is it involved in the "finished product" shipments of Samsung Electronics logic chips and flash memory chips. It is basically equivalent to relying on Apple (previously there was Huawei HiSilicon) chip orders Cooperation of .
Despite this, TSMC is still expected to continue its business explosion in the "peak season" of the third quarter of 2022, further widening the "revenue gap" with Intel, and forming TSMC's position in the global semiconductor industry.
The so-called "sitting two and watching one" means: TSMC will surpass the "current number two" Intel and become the "new number two"... and then target Samsung Electronics, the "former number one".
From this perspective, it is not difficult to "understand" why Samsung is almost "crazy" in showing off its "moves" to mass produce 3nm chips in the first half of 2022, so that manufacturers can use this to "suppress" the production in the second half of 2022. TSMC, which produces 3nm chip production capacity.
It is very obvious that Samsung is afraid~
TSMC is expected to surpass Intel, which will bring a "sense of oppression" to Samsung. is no less than . The previous Huawei mobile phone shipments surpassed Apple iPhone to become the world's second largest mobile phone brand. , making Samsung feel that "the status of the boss may not be guaranteed" ...
Taiwanese media in my country cited the revenue data released by TSMC in April and May and calculated that TSMC is expected to reach US$17.6 billion to US$18.2 billion this quarter. revenue between!
On the other hand, US company Intel has previously given an estimate of ’s “revenue of US$18 billion this fiscal quarter”.
From a more comprehensive perspective, TSMC's "chance of winning" is still very high : Apple's A series, M series chips, and "old buddy" Intel GPU and AI chips, and even AMD and Qualcomm Snapdragon, which are seeking cooperation Chips are all a help!
As for NVIDIA, Qualcomm vaguely said "do not rule out cooperation with Intel in the future"? That's all for later...
Intel needs to "smoothly" complete the breakthrough in process technology, and TSMC can "maintain" the lead in advanced process technology~ In other words, Intel needs to surpass in technology, and TSMC needs to surpass in revenue , the difficulty of each can be imagined.
On the one hand, Intel is trying to establish semiconductor wafer manufacturing chip factories in Germany, France and other places in Europe. This was originally the "highlight" of Intel's open chip foundry business , but it was pointed out that all local factories in the United States have shut down. The "stain" of is ...
. For Intel, the outside world tends to think that: is too big and lacks stamina.
On the other hand, although TSMC has made it clear that it will not build chip factories everywhere "based on user needs", thanks to its leading process technology advantages, TSMC has gained more and more "American companies" including chip foundry orders...
Although it has temporarily lost Huawei HiSilicon's massive high-end chip orders and also lost the guarantee of "customer diversification", TSMC is seeking "capacity diversification" to make up for it!
For example, TSMC is getting involved in the foundry of "car-grade" chips. Coupled with the foundation of previous high-performance computing logic chips, especially at this stage, the shipments of Apple's iPhone and other "largest customers" are soaring. TSMC is quite "Stable"~
Based on this, Taiwanese media in my country believe that "TSMC, which was formally established in 1987, is expected to surpass Intel in revenue in a single quarter for the first time." It is reasonable and well-founded.
TSMC will naturally not respond publicly to this, just like Samsung previously "jumped up and down" chanting "TSMC will fall behind in 3nm", TSMC did not even bother to say a word...
A chip manufacturer from China - TSMC , is expected to surpass the US company Intel. It is indeed unexpected and not easy~
We have synchronized the research and development of high-end architecture technology chips from the initial "I don't know what a chip is" . TSMC can form a "Chinese, American and Korean" semiconductor with Intel and Samsung. The top technology game of wafer manufacturers is also an important part.
Of course, we look forward to more technological breakthroughs by Chinese companies, the birth of more TSMC, and standing at the top of the market...
This is inevitable, as ASML’s current CEO implicitly hinted: the scientific and technological strength of a big country cannot be taken lightly!
Author: Cai Fatao | Today’s Toutiao content
