Talk to you today: Foreign media said: After the accident, TSMC understood how important Huawei is!
Among all chip manufacturers, TSMC's technology is deservedly the world's first, with a share of more than 53% in the global share, although Samsung also has the most advanced 4nm mass production process, but in the performance of chips, yield rate, etc., it is inferior to TSMC, TSMC has also become the first choice of major chip design manufacturers.
The main reason why TSMC can achieve such results is that there is a priority supply right for ASML's EUV lithography machine, Apple has always been Huawei's largest customer, Huawei, which was originally the second largest customer, had the opportunity to catch up, but unfortunately under the relevant restrictions, the two companies broke off cooperation, the current TSMC 5nm production capacity of the largest customer is Apple, 7nm production capacity is AMD, and 6nm, 3nm production capacity is Intel.
Before the NVIDIA, Qualcomm and other manufacturers, also tried to give the order to Samsung production, but unfortunately did not achieve the expected effect, now Qualcomm has chosen to transfer the 4nm production capacity, the data shows that TSMC has a lot of growth in revenue after the interruption of cooperation with Huawei, production capacity can be said to be in short supply, but all customers are US companies, but also hidden a lot of risks.
New news from Nvidia and Intel
In the face of a steady stream of U.S. orders, Taiji Electric continues to expand its production capacity, and the layout of building factories in the United States has also expanded, I thought that everything could go smoothly, and I did not expect that at this time Nvidia and Intel had sent new news.
Under the guise of helping the world restore the chip supply chain, Intel announced: "Increasing chip production in the United States can effectively solve the problem of chip shortage, and the factory will be built where it wants to be, and a new manufacturing center will be established in Europe and the United States." ”
At present, Intel has expanded the total investment of this plan to 100 billion US dollars, the foundry has been accelerated in construction, it is expected to achieve mass production of 20A process chips in 2024, and for the previous commitment of Laomei to give the semiconductor industry $52 billion subsidies, Inter also requires only incentives to local companies with independent intellectual property rights.
This is also a good proof that before the large subsidy to invite TSMC, Samsung to the United States to build a factory, which is itself a "trap", after being trapped step by step, as long as these two companies still use the technology containing the United States, they want to get out of the basic impossible, and then Intel will also directly form a competitive situation with TSMC and Samsung, who has a greater advantage without explanation.
At present, Nvidia has also officially stated that it is considering cooperating with Intel in chip foundry, which means that once Intel has achieved a breakthrough in technology, there will be a large wave of US companies seeking cooperation, and IBM has released 2nm chip manufacturing technology, which will be successful after cooperation, before Intel also confidently stated that it will then produce 20A process chips for Qualcomm and Apple.
The importance of Huawei
After seeing such a situation, foreign media directly stated: "After the real accident, I understand how important Huawei is!" Obviously, this sentence is said to TSMC, although the current market share of TSMC is still increasing, but in the year-on-year growth of revenue, it is greatly more than in previous years, but it has exposed the problem, the main customers are from the United States, but also let the success or failure be attributed to the nodes.
Intel invested $100 billion to build a factory, there are achievements is only a matter of time, such a move is also very in line with the plan to reshape the semiconductor industry, and then will certainly get a large number of US companies to support, Qualcomm, Nvidia expressed its willingness to cooperate is only the beginning, if Intel's technology can meet the needs of the industry, including Apple, AMD and many other companies, simply can not find any reason to refuse to cooperate with Intel.
Really wait for this day, TSMC's market share will be further compressed, of course, they themselves know such a situation, is also currently laying out the globalization of the industry, after building a factory in Japan, and then began to layout to build a factory in Germany, as far as possible to separate the production capacity, in order to better obtain international customers.
And domestic customers will become the key to the follow-up development of TSMC, once as the second largest customer Huawei, can provide 30 billion yuan of revenue per year, which is also the world's most potential chip manufacturers, if you want to resume cooperation, TSMC must complete the "beautification" of technology, and now the domestic industrial chain is also accelerating the layout, leaving TSMC with little time.
At present, TSMC has opened the research and development of "small chips", and has not accepted the latest lithography machine from ASML, which may be a good start, advanced packaging and testing process, while improving the performance of the chip, you can also get rid of the dependence on the lithography machine, which is a good direction, what do you think about it?