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Reading guide:It's a complete showdown! TSMC's global layout adjustment, US media: the semiconductor market welcomes new changes
In the changing situation of the global semiconductor industry, TSMC, as a global leader in wafer foundry, every strategic decision of TSMC affects the nerves of the entire industry. In recent years, with the continuous intervention of the United States in the semiconductor industry and the profound adjustment of the global semiconductor market, TSMC has also had a showdown and has to make a series of major changes. Recently, TSMC officially announced that it will establish wafer factories in Japan, Germany and other regions, and lowered the growth expectation of the global wafer foundry industry output value.
1. TSMC went to the United States to build a factory
Looking back on the past few years, TSMC's decision to build a factory in the United States can be described as full of twists and turns. Under the temptation of Biden's $52 billion chip subsidy, TSMC chose to build a factory in the United States, hoping to gain more market share and policy support through this move. However, reality has dealt TSMC a heavy blow. In the process of building factories in the United States, TSMC not only failed to receive a penny of subsidies, but also the progress of factory construction was slow and the brain drain was serious. This series of difficulties has made TSMC begin to re-examine its global layout strategy.
Second, the global semiconductor market is changing
At the same time, the global semiconductor market is also undergoing profound changes. With the saturation of the market for electronic products such as smartphones and computers, the demand for semiconductors has begun to decline gradually. The overcapacity problem of the global wafer foundry industry is also becoming increasingly prominent. According to TSMC's recently released financial report data, its global wafer foundry industry output growth forecast has been lowered from an estimated 20% to about 14%. This data undoubtedly sounded the alarm bell for the entire industry, and also indicated that the global semiconductor market is about to usher in a profound change.
3. TSMC's global layout adjustment
In this context, TSMC began to seek new development opportunities. Recently, TSMC officially announced that it will establish wafer factories in Japan, Germany and other regions. This move is considered to be an important layout of TSMC in the changes in the global semiconductor market. By establishing fabs in Japan, Germany, and other regions, TSMC can further expand its global market share while also reducing its dependence on the U.S. market.
Fourth, TSMC's strategic transformation
In addition to adjusting its global layout, TSMC is also accelerating the pace of its strategic transformation. In recent years, with the rapid development of artificial intelligence, Internet of Things and other technologies, the semiconductor industry has also ushered in new development opportunities. TSMC realizes that in order to maintain a leading position in the semiconductor market in the future, it must keep up with the pace of technological development and continuously introduce competitive new products.
To this end, TSMC has increased investment in technology research and development, and has continuously launched innovative wafer foundry technologies. At the same time, TSMC has also strengthened cooperation with major chip design companies around the world to jointly promote the development of the semiconductor industry. These measures have given TSMC a favorable position in technology research and development and market competition.
5. TSMC's connection with the mainland market
It is worth mentioning that TSMC's layout in the mainland market has also attracted much attention. Despite the impact of U.S. policies, TSMC's business share in the mainland market is not high. However, with the continuous changes in the global semiconductor market and the rapid development of the mainland market, TSMC has also begun to re-examine its partnership with the mainland market.
Recently, TSMC CEO Wei Zhejia personally led a team to visit domestic customers and expressed his willingness to strengthen cooperation with the mainland market. This move was interpreted by the outside world as TSMC is actively responding to the impact of U.S. policies while seeking new development opportunities.
VI. Conclusion
In general, TSMC's adjustment and transformation in the global semiconductor market has undoubtedly brought new variables to the entire industry. With the continuous changes in the global semiconductor market and the rapid development of technology, the competition pattern of the semiconductor industry will become more fierce in the future. As a global leader in wafer foundry, TSMC's future development strategy and market layout will also have a profound impact on the entire industry.
In this change in the global semiconductor market, whether TSMC can seize the opportunities, meet the challenges, and achieve its own transformation and upgrading and sustainable development will be the focus of our attention. What do you think about this?