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Reading guide:Don't install it? TSMC officially announced, foreign media: the semiconductor market can't bear it
In the map of the global semiconductor industry, TSMC is undoubtedly a force to be reckoned with. As the world's largest wafer foundry giant, TSMC's strength and influence have long transcended national borders and become an important vane in the semiconductor industry. However, in recent years, with the complex and changeable international situation and the continuous reshuffle of the global semiconductor market, TSMC is also facing unprecedented challenges and opportunities.
Under the continuous intervention of the United States, the development of TSMC was once seriously affected. Under the temptation of Biden's $52 billion chip subsidy, TSMC chose to build a factory in the United States, intending to take this opportunity to further expand overseas markets. However, things didn't turn out as TSMC had hoped. After the United States got what it needed, TSMC did not get the expected subsidies, and the progress of factory construction was slow, and the brain drain was serious. This series of difficulties has forced TSMC to re-examine its global layout and development strategy.
In the face of the continuous decline of the global semiconductor market and the grim situation of overcapacity, TSMC also stopped installing and finally made major adjustments. Recently, TSMC officially announced that it will establish new wafer fabs in Japan, Germany and other regions to respond to market changes and seek new growth points. This move not only shows TSMC's keen insight into global semiconductor market trends, but also reflects its firm confidence in future development strategies.
At the same time, TSMC also announced that it would lower its forecast for the growth of global wafer foundry industry output from the original estimate of 20% to about 14%. This adjustment has undoubtedly brought a lot of shock to the entire semiconductor industry. As a global leader in wafer foundry, TSMC's decision will undoubtedly have a profound impact on the future development of the entire industry. Foreign media have also said: the semiconductor market can't bear it!
In fact, overcapacity in the global semiconductor market has become an indisputable fact. Under the impact of the United States, the global supply chain has been greatly challenged, and the semiconductor industry has not been spared. However, as the market continues to saturate, demand in the global semiconductor market has not recovered as quickly as expected. On the contrary, due to the intervention of the United States, the demand in the semiconductor market began to show a downward trend.
In this context, not only TSMC, but also other companies in the global semiconductor industry chain are also facing tremendous pressure. ASML, the world's leading manufacturer of lithography machines, has also suffered a serious impact on its performance. According to ASML's financial report data, the shipment of lithography machines in the first quarter of 2024 decreased by 54 units quarter-on-quarter, and only 70 units were shipped. In order to increase revenue and respond to market changes, ASML also had to pay more attention to the mainland market and seek new growth points.
For TSMC, the adjustment of the global layout is not only a positive response to market changes, but also a deep adjustment of its own development strategy. In the face of the intervention of the United States and the challenges of the global market, TSMC needs to take the road of independent innovation more firmly, strengthen technology research and development and talent training, and enhance its core competitiveness. At the same time, TSMC also needs to expand overseas markets more actively, seek in-depth cooperation with global customers, and jointly respond to market changes and challenges.
It is worth mentioning that TSMC CEO Wei Zhejia personally led a team to visit domestic customers, which also attracted widespread attention. This move not only reflects TSMC's importance and confidence in the domestic market, but also demonstrates its firm determination for future development strategies. In the current global economic situation, strengthening cooperation with domestic customers is of great strategic significance for TSMC. This will not only help increase TSMC's share and influence in the domestic market, but also help promote the development and progress of the entire semiconductor industry.
In short, TSMC, as a global leader in wafer foundry, will have a far-reaching impact on the entire semiconductor industry due to the adjustment of its global layout and strategic transformation. In the context of the ever-changing global semiconductor market, TSMC needs to be more determined to take the path of independent innovation, strengthen cooperation and communication with global customers, and jointly respond to market changes and challenges. At the same time, we also expect TSMC to continue to play its leading role in the semiconductor industry in the future and promote the continuous development and progress of the entire industry."