In this stormy storm of the global chip industry, isn't the seemingly clear winner and loser just a capital "drama"? A "paternalistic" education in Asia in the high-tech field -- a spoiled child TSMC, a driven child SMIC, let's take a good look at the evaluation today.
Let's talk about SMIC first, hey, isn't this a model of the "bitter child" that we are familiar with? In the face of this strong wind and waves, people are really moving forward. Not to mention the sharp drop in global demand for electronic products, the chip bans in the United States alone are just like the family rules of our parents when we were children, one layer is stricter than the other, and people can't run anywhere. No, SMIC is blocked at the doorstep, and the mature process can still fight monsters, if you really want to go into battle to kill the enemy, the "weakness" of the advanced process will be exposed, hey, this is not to let people "run naked" to fight!
Looking north, the weather on TSMC's side is very different. The "big young master" in this compartment not only has technical skills and many customers, but also can jump around in risks and opportunities, and play the market comfortably. Speaking of which, this TSMC is really a "stage veteran", while being coquettish in the U.S. government and building factories with subsidies, and on the other hand, being the "big guy" of the global chip supply chain, playing with the "top thing" of the 2nm process. No, people are not only pulling back and forth with Samsung, Intel, but also with the ups and downs of global demand, in response to the voice, the real "capable is king".
However, don't think that this TSMC is really so "shining", the careful thinking behind this, that is called a deep! This is not, investing in the United States and expanding advanced manufacturing processes seems to be playing with science and technology, but in fact it is playing with strategy.
Let's think about it, the general environment of the United States, the whole world has to pay attention, TSMC is looking for a "big backer" for itself, and at the same time, it is also teaching a lesson to its competitors.
Let's talk about people's "market smell" again, saying that this TSMC can quickly respond to market changes, but in fact, isn't this the same as us playing guessing boxing? If you come out with scissors, I will have to cloth, and if you come to rock, I will have to put on scissors. This is called flexibility, which is the ability to really gain a firm foothold in the turbulent "ocean" of the market.
In the final analysis, behind all this is a shrewd business strategy, and TSMC's success, to put it bluntly, is nothing more than the result of calm analysis and decisive action. Not to mention anything else, this is a necessary quality for winners in the business world. Daintily!
We spectators don't just look at the excitement and don't think it's a big deal, watching TSMC is in full swing, in fact, people are also under a lot of pressure. You know, it's hard to be cold in high places! The market is a thing that changes when it is said, we respect TSMC, and we have to remind people not to step on empty steps, if you are not careful, it will be from "big guy" to "fall".
As for SMIC, don't be in a hurry to laugh at other people's "difficult steps". Who knows, walking through this mud, maybe people can also find their own "new world". Let's just watch and go, and let time tell.
Finally, to put it in my heart, whether it is TSMC or SMIC, we are just bystanders in this farce of the global chip industry. But this does not prevent us from paying attention to and thinking about this "big war". Hey, what do you think, let's see all the opinions in the comment area!