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Reading guide: The situation has "reversed"! Biden didn't expect it to come so soon, foreign media: or goodbye forever
1. TSMC's ups and downs and reflections on building a factory in the United States
As the world's largest wafer foundry giant, TSMC's strength is undoubtedly very strong; However, in the past few years, under the continuous intervention of the United States, the development of TSMC has also been greatly affected; Attracted by Biden's $52 billion chip subsidy, TSMC chose to build a factory in the United States; But after Lao Mei got everything he wanted, TSMC not only did not receive a penny of subsidies, but the progress of factory construction was relatively slow, and talents were also poached!
With the continuous reshuffle of the global semiconductor market, the situation of the entire semiconductor market has also been "reversed", and the demand of major enterprises has been declining; And TSMC has also had a complete showdown, will suspend the construction of factories in the United States, and will build wafer factories in Japan, Germany and other regions, and Biden did not expect that this moment would come so quickly! Some foreign media said: Or will say goodbye!
Second, the current situation of overcapacity in the global semiconductor market
Moreover, TSMC also officially announced that it will lower the growth forecast of the global wafer foundry industry output value from the estimated 20% to about 14%! It can be said that there has been an overcapacity in the global semiconductor market, not only TSMC can't bear it, but also ASML can't bear it, according to ASML's financial report data: in the first quarter of 2024, only lithography machine shipments decreased by 54 units from the previous quarter; Only 70 units were shipped, in order to increase revenue, not only ASML has increased its attention to the mainland market, but also TSMC CEO Wei Zhejia personally led a team to visit domestic customers!
3. The motivation for TSMC's global strategy adjustment
Market changes: With the continuous reshuffle of the global semiconductor market, market demand has begun to decline, and the problem of overcapacity has become increasingly prominent. In response to this change, TSMC had to adjust its global strategy to adapt to the new market environment.
Competitive pressure: In the global semiconductor market, TSMC is facing tremendous pressure from competitors such as Samsung and Intel. In order to maintain its market position, TSMC needs to constantly adjust its strategy to improve its competitiveness.
Customer needs: With the continuous development of technology, customer demand for semiconductor products is also constantly changing. In order to meet customer needs, TSMC needs to constantly adjust its product lines and service models.
Fourth, the specific measures of TSMC's global strategy adjustment
Expand into new markets: In order to alleviate the problem of overcapacity, TSMC will establish fabs in Japan, Germany and other regions to expand into new markets. These regions have a high level of technology and market potential, which can bring new growth points to TSMC.
Adjust capacity planning: In response to the current situation of overcapacity in the global semiconductor market, TSMC will adjust its capacity planning, optimize production processes, and improve production efficiency. At the same time, TSMC will also strengthen cooperation with other wafer foundries to jointly address market challenges.
Increase R&D investment: In order to maintain its leading position in technology, TSMC will increase R&D investment to promote the R&D and application of new technologies. This will help improve the performance and quality of TSMC's products to meet customer needs.
5. The impact of TSMC's strategy adjustment on the industry
Promote industry reshuffle: As the world's largest wafer foundry giant, TSMC's strategic adjustment will have a profound impact on the global semiconductor market. This will accelerate the reshuffle of the industry, promote the withdrawal of some weaker enterprises from the market, and increase the concentration of the entire industry.
Promoting technological innovation: TSMC's initiatives to increase R&D investment will promote technological innovation in the semiconductor industry. With the continuous emergence and application of new technologies, it will promote the technological progress and industrial upgrading of the entire industry.
Strengthen international cooperation: TSMC's global strategic adjustment will strengthen cooperation with other countries and regions. This will help promote the common development of the global semiconductor market and promote mutual benefit and win-win results between countries. Moreover, TSMC CEO Wei Zhejia also personally led a team to visit customers in the mainland, which also shows that TSMC has begun to pay attention to the mainland market!
6. Summary and outlook
In the face of the challenges and opportunities in the global semiconductor market, TSMC has demonstrated its strong adaptability and market insight through a series of strategic adjustments. In the future, with the continuous progress of technology and the continuous changes in the market, TSMC can only continue to maintain its technological leadership and market competitiveness and make greater contributions to the development of the global semiconductor industry by focusing on the development of the mainland market. I don't know what you think about this?