"TSMC is no longer working, completely out of play, has been anti-overtake, TSMC is afraid ..."
Have you ever heard or seen the above -- "words are not surprising and endless" content when you are on the Internet?
In some well-intentioned descriptions, the slogan of "foreign media" (in fact, it is a rumor out of thin air) is also used to exert a sense of cognition, but it is not pointed out from the beginning to the end, which foreign media describes it so?
Such as "foreign media: TSMC XXX", "foreign media: Asmah XXX" and the like, unscrupulous to the extent of doing whatever they want
Many "eating melon" netizens who followed the coaxing did not rule out that it was out of "good intentions" and too much expectation of the progress of scientific and technological autonomy, and as a result, a lot of upside-down "mouth hi" content flooded...
So, is TSMC really so unbearable and overtaken?
Do we need to rely on depreciation to get this "sense of accomplishment"?
What tends to be believed here is that respecting the leading achievements of technological leaders is also the bottom line of respecting the autonomy of science and technology!
At this stage, TSMC is really not so unbearable, and it has not been overtaken... There is no need for a "derogatory" mouth hi, to get the so-called "mouth cannon" counterattack; it is very important to create a good scientific research environment, and there is no need for rumor-mongering in a miasma!
In fact, Apple's chip foundry alone, production capacity revenue has "moisturized" TSMC
Local media in mainland Taiwan, citing sources in the semiconductor industry, disclosed some data of "Apple's chip orders in 2022":
It is expected that the order amount of the chips produced by TSMC will be as high as NT$500 billion (about 111.6 billion yuan), and the order amount in 2021 will be NT$405.4 billion (about 90.5 billion yuan).
This means that in addition to more chip order deliveries from U.S. companies, Apple's chip order revenue has also continued to grow.
It is worth mentioning that Apple 'contributed" to the capacity revenue of more chips of TSMC, which may not mean that the sales of iPhones or Mac computers are higher
Apple's chip foundry revenue in 2022 is expected to rise, which is obviously mixed with the factor of "higher foundry costs"!
In other words, Apple's chip orders delivered to TSMC may not have a leapfrog "order of magnitude" growth, and there may even be a reduction in foundry capacity.
However, TSMC's wafer manufacturing and chip foundry production costs are high, and Apple needs to pay more...
Relatively authoritative public data shows that Apple's chip foundry orders in 2021 contributed to the high of TSMC's share of nearly 26% (at that time, the second largest customer only contributed about 10%).
After losing Huawei's Massive Chip Production Capacity Orders, many U.S. companies led by Apple have seen a surge in orders, firmly "locking" TSMC's wafer manufacturing business!
But in fact, although the United States "occupies" more shares of TSMC's wafer manufacturing and chip foundry capacity, it also faces the reality of "TSMC's higher quotation", one of the important factors: TSMC's technology is still irreplaceable!
100 billion chip orders! Some people actually say that TSMC is not working?
What is really difficult for the outside world to understand is: such as "TSMC is not working, TSMC is afraid" content, but also titled "foreign media" grand rumor-mongering, in addition to "mouth hi" to obtain inferior satisfaction, do not respect TSMC, in the end what is the use?
Can we achieve technological breakthroughs in advanced process processes more steadily?
Can you break the limitations of EUV lithography equipment faster?
The scientific research development and progress we have achieved over the years has always been to respect the strength of technology leaders, learn with an open mind and know how to learn from each other.
The hard-won achievements of scientific and technological autonomy do not need the argument of "mouth hi", but on the contrary, we must question its ulterior motives.
Judging from the statements made by TSMC and the senior management of companies such as "Zhang Zhongmou", TSMC has not become the so-called "MSMC"... Also unwilling to compromise to become the chip foundry "specialty" of many US companies!
On the one hand, TSMC's "negative" response to the side ball has even thrown out "no credit bills" with a maximum maturity of 30 years and a mere $3.5 billion; some have "emulated" Huawei and developed a "subsidized employee stock purchase" plan to try to retain talented employees.
It is not excluded that it also sees through the real purpose of "Xiaomei": for example, on the surface, "strongly invited" TSMC to build a chip factory in the United States, but in fact there is an attempt to "drag down" TSMC's intention?
On the other hand, it may be that some "Xiaomei" can not withstand the pressure of trying to poach technical employees, TSMC also seems to be serious in recruiting employees who "go to the United States" to build chip factories and take care of EUV lithography machines on the wafer manufacturing production line.
However, the employees recruited by TSMC in order to "produce lines in the US chip factory" do not emphasize that they are familiar with semiconductor technology, even ordinary high schools can participate, and obviously do not want "senior technical experts" to "move the nest" to chip factories in the United States.
The "consequence" of basically no suspense is that once TSMC's advanced process production line "goes to the United States" is locked, I am afraid that it will no longer be able to freely open the chip foundry capacity. (For example, may it only be allowed to oem manufacturing chips for U.S. companies?) ）
Therefore, the outside world also clearly saw such a scene:
TSMC has stepped up its efforts to "expand" its production line in Taiwan, and has also built a chip foundry production line in Singapore and even Japan and other countries and regions.
Moreover, the chip foundry capacity established by TSMC in "Japan" is earlier than the completion expectation of the factory in "The United States"...
According to the deployment of TSMC, the future is more likely to become a "distributed" open situation of factory construction, technology and production capacity around the world, and there is no doubt that "Xiaomei" will be able to break the intention of "Xiaomei" to try to control and dominate TSMC's advanced technology and production capacity!
Apple's chip foundry demand is high, and the proportion of orders from U.S. companies such as Nvidia has become larger, although it has brought TSMC a good performance of rising revenue and continued to increase profits, but it has also made TSMC lose the "customer diversification" and safe protection...
Therefore, TSMC has implicitly released a "strong" resistance and disapproval of "Xiaomei" to control the chip industry!
Forget, when "Xiaomei" interfered with the globalization of the market and pressed Huawei's partners such as TSMC, TSMC even coordinated other chip order customers and freed up more production capacity to "expedite" the mass production of Huawei HiSilicon Kirin 9000 chips...
Nowadays, TSMC is working so hard to avoid becoming "Meiji Electric", but we see a lot of content under the banner of "foreign media" (in fact, it is a rumor out of thin air) content of various ridicule?
The astonishing "foreign media: TSMC is not working" and other rumors, as well as exaggerated to the point of outrageous "hi", demeaning TSMC's remarks, are really unbelievable to the point of no bottom line!
Similarly, there are the "foreign media: ASML is abandoned" and the like, which simply pollutes cyberspace and "demonizes" the scientific research environment!
As far as the current industry pattern is concerned: no matter what kind of "additional" pressure TSMC is facing, it is still the leader in advanced process technology in the field of wafer manufacturing and chip foundry, and Apple's contribution alone is a hundred billion chip orders...
Some people actually said that TSMC is not working?
If you don't respect TSMC, what is the use?
Author: Cai Fatao | Today's headlines