As we all know, TSMC is a well-deserved "leading big brother" in the global chip manufacturing industry. With its leading technical strength and massive market share, it is an old brand in this circle that criticizes the younger brothers, and everyone has to give it face.
But in recent years, a new character has begun to play a demon on TSMC's turf - that is, Chinese mainland chip giant SMIC.
Don't underestimate SMIC, as the vanguard of the domestic chip manufacturing industry, it has been gritting its teeth and running wildly, desperately catching up. The powerful SMIC can provoke TSMC and make it feel unprecedented threat and pressure.
As the first brother, how can TSMC sit idly by and swallow the bitter fruit? So, it finally couldn't hold it back and threw a heavy punch on SMIC!
This time, TSMC directly came up with a "family master": increasing the research and development of cutting-edge chip technology, greatly expanding production capacity, and minimizing production costs.
To put it simply, it is to fight back against SMIC at the same time, both at the level of technology and cost, so that it has nowhere to hide.
First of all, at the technical level, TSMC should accelerate the research and development progress of top process technologies such as 3nm and 2nm, and continue to maintain its leading position in the field of high-end chips.
This is setting one high-tech threshold after another for SMIC, and it has broken through if it wants to catch up.
As for the cost level, TSMC intends to smash the cost curve through ultra-large-scale expansion, process reengineering and other means, so as to make itself more lethal in the price war.
At this time, SMIC can take a two-pronged approach, being attacked by TSMC technology and price, not to mention counterattacking, I am afraid that there is no room for breathing.
In the face of this fierce offensive from TSMC, SMIC is not the one who is scared. As an ambitious domestic semiconductor giant, it will never be caught obediently.
SMIC's countermeasures are also quite wise and decisive: on the one hand, it has accelerated the pace of research and development of its advanced process technology, and desperately rushed to the technological highland; On the other hand, it is to increase cooperation with global partners to fight back in market expansion and brand influence.
To use an inappropriate analogy, SMIC is stubbornly fighting against TSMC on the two fronts of "internal attack" and "external war".
Of course, in the end, this is just a business war within the industry. But from the perspective of investors and tech enthusiasts, this is undoubtedly a classic semiconductor war.
TSMC and SMIC, both from the semiconductor manufacturing industry, and with the same pride, this kind of competition and conquest between each other is destined to be exciting and exciting.
From the current point of view, this technology war between the two sides will have at least three major impacts on the global semiconductor industry:
First, it will greatly promote the innovation and upgrading of semiconductor technology around the world.
In order to be invincible in front of each other, TSMC and SMIC will definitely aim at the most cutting-edge and cutting-edge process technology and desperately invest in research and development.
This supreme pressure and determination will surely promote the pace of innovation in the entire semiconductor field, and the wave of industrial upgrading will also rise.
Second, it will further promote the reshaping of the global semiconductor industry pattern and market rebalancing.
At present, the global chip manufacturing industry is still controlled by a few American and Asian manufacturers, but with the rise of SMIC and other Chinese powerhouses, the future global semiconductor landscape will inevitably be reshaped, and the market will evolve in a more diversified and balanced direction.
Third, it will promote the global semiconductor industry to increase international cooperation and resource sharing.
In the current environment of high degree of globalization and interlocking industrial chains, it is difficult for any company to achieve complete victory in this scientific and technological battle alone.
Therefore, both TSMC and SMIC have to go out and strengthen technical exchanges and resource sharing with international partners to seek win-win cooperation.
This trend of development will surely promote the further integration of the global semiconductor industry chain, promote the efficient flow and allocation of resources, and promote the prosperity of the entire industry.
In general, TSMC's declaration of war on SMIC is a far-reaching semiconductor war that will bring profound changes and reshaping to the global chip industry.
As two semiconductor giants with proud strength, the confrontation between TSMC and SMIC is not only a simple business battle, but also a battle of technological ambitions of epochal significance.
In the face of each other's high-voltage offensives, both TSMC and SMIC must show enough determination and courage. Because in this battle, there is no way back, only by gambling on the family property and the future can you win the future.
In terms of technology, TSMC obviously still has a first-line advantage. But SMIC has shown its edge and is not an opponent that the younger generation can look down on.
In the future, both sides will go all out, you fight for me, in terms of capital investment, talent reserves, process innovation, etc., to do their best, vowing to overwhelm the opponent.
And this kind of back and forth, racing against time, will surely become the driving force behind the entire semiconductor industry to continue to climb the peak. Because in this white-hot competitive atmosphere, any bit of technological breakthrough and process innovation will be infinitely amplified and copied.
It is foreseeable that in the next few years, the global semiconductor industry will set off a new wave of innovation, advanced process technology will continue to break through, and chip performance and process technology will be significantly improved.
At that time, emerging technology fields such as artificial intelligence, 5G communication, and intelligent driving will take off again, and all kinds of intelligent hardware products will also be innovative and revitalized.
In short, the semiconductor war between TSMC and SMIC will have a far-reaching impact on the entire technology world. As technology enthusiasts and investors, we look forward to more unimaginable technological innovations and industrial breakthroughs from both sides in the future!