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. Intel has exploded!
How to play without exposure machine!
There is not a single exposure machine in the US factory! ASML gives priority to TSMC!
No way,
TSMC is the major shareholder of ASML!
In March last year,
Intel launched the IDM 2.0 strategy
to revive its leadership in the semiconductor field
. The core content of which is to build a new batch of advanced process semiconductor fabs
. Invest $20 billion to build two fabs in Ohio, USA. According to
Intel's information The
two chip factories will be named Fab 52 and Fab 62 respectively and revealed for the first time that these factories will mass-produce 20A processes in 2024.
The investment plan is expected to create more than 3,000 high-tech
, high-paying long-term jobs
and more than 3,000 buildings. Jobs and about
15,000 local long-term jobs.
This is the largest private investment in Ohio's history. It is
expected to bring in $2.8 billion in GDP per year
and a large number of jobs as mentioned above.
Intel is building a
local factory. Cooperate, even
at all costs - a few days ago, the
New Albany City Council in Ohio passed the subsidy plan for Intel with a 5-0 vote, that
is, no taxes will be paid for the next 30 years.
This is undoubtedly a huge subsidy , but
Intel's fab Construction is still a little troublesome. The groundbreaking ceremony
was originally expected to be held in July.
Now it has been delayed
because the US government's $52 billion chip subsidy
bill has been delayed . The subsidy in it is still very important for Intel.
Funding subsidies at the
federal level are also indispensable
. I thought that there would be no facts after this matter was resolved,
but the recent move of ASML has affected Intel's major decisions!
At present, the most advanced EUV exposure machine in the world
is ASML's High-NA EUV exposure machine,
which adopts the world's top innovative production process.
Recently , TSMC executives announced that they will obtain such an exposure machine in 2024,
but it may not be in 2024 . It is only
used for research with partners,
but the old rival Intel said that
they will get the High-NA EUV exposure machine before TSMC
and plan to use the High-NA EUV exposure machine for production before 2025!
Does this mean that TSMC
will lose its monopoly of chip foundries in about 3 years, and will be
replaced by old rival Intel? A
chip economist said that
whoever has the leading EUV technology
means that it can almost monopolize the high-end chip market.
High-NA EUV exposure machine is a brand new technological innovation
and
a major innovation
. The global leading position
has the opportunity to monopolize the global chip market
. If Intel can take the lead in using the High-NA EUV exposure machine to achieve mass production, it
may
be able to replace TSMC as the king of the chip industry.
It is amazing that it is not the millennium who may kill TSMC in the future . The second Samsung company
is the Intel that ranks after Samsung.
Recently, Intel announced to the public that
they have obtained the first right to launch the most advanced exposure machine,
and it is
faster than TSMC , but this matter changed shortly after the release.
It is understood that
Taiwan As the major shareholder of ASML, SMC
can get priority supply.
This is also the reason why TSMC occupies
more than half of the world's EUV share in EUV exposure machines.
With the continuous improvement of chip manufacturers,
the demand for EUV exposure machines is also increasing.
TSMC I took advantage of my relationship
to get back the priority supply of ASML's
new generation of exposure machines, which is undoubtedly a blow to Intel!
There are two main reasons why TSMC will do this
. The first problem is that it will affect the speed of delivery,
so that it will take more time for customers to receive the goods.
At present , TSMC's chip manufacturing and factory construction
are the same. This is an important job.
Major
customers
and foreign factories
must obtain supplies from exposure
machines. The shortage of exposure machines may have two impacts on TSMC. The
second point
is to have a certain impact on the foundry cost of chips. If TSMC continues to increase purchases, it
will inevitably increase costs
. These expenses can be adjusted to make up for
these two factors. Both factors
will bring more pressure to the factory,
but this is a superficial result.
If production capacity continues to grow,
ASML supply does not
TSMC will increase production and
lead to a decline in inventory. Some
agents believe that it is necessary to wait for a
rainy day
to wait until the chip price rises and
then sell a higher price,
which is not conducive to maintaining market order
. TSMC is still the leader in the chip field, but there are various signs
It shows that in the future, the US company Intel has a tendency to replace it.
In 2019, TSMC's market share reached 54%, and it
is recognized as the leader of the chip foundry.
The second-ranked Samsung has a 35% share
less than it.
It does not pose any threat . The market share of TSMC
in 2021 announced in 2022 is as high as 61.3%
.
At the North American Technology Forum on June 16,
TSMC officially announced the launch time of the 2nm process, which
is expected to enter mass production in 2025. In
addition ,
TSMC also revealed that
TSMC will be the first to own a new generation of High NA EUV exposure machines in 2024. It
is used to produce chips of 2nm and below technology. It
has always
been widely believed in the industry that
3nm is the physical limit of Moore's Law, and it
is also the Mount Everest in the field of chip manufacturing technology.
Precision chip technology is trying to
seize a new round of advanced technology research and development
. A few years ago,
TSMC and Samsung Electronics were in an open and dark battle for the mass production of the 3nm process.
Now, it has reached the key stage of the competition for the mass production of the
2nm process. There are only TSMC and Samsung Electronics in the round foundry.
Although IBM, which is secretly "keeping a low profile", has developed a 2nm process chip
, it is still in the laboratory stage, and it will take several years for
mass production to go on the market. It
plays a vital role in
the "chip shortage" in the second half of 2020. Before 2020,
due to the lack of investment in the chip manufacturing industry in the global market, the
scale of chip manufacturing
stagnated . After 2020,
especially since the rise of 5G, the
global The market has put forward higher performance requirements for chip manufacturing. The
sudden epidemic has also indirectly stimulated the development of Internet cloud computing, paving
the way for the potential demand for chips in the future. Under
the combined effect of these factors, the
world's chip production capacity is in short
supply , resulting in serious problems. The "chip shortage".
Since chips are ultra-high-precision technology products,
both design and manufacture require extremely high technical level and R&D investment
. In the process of chip design, chips with similar
uses
can be manufactured using
the same equipment or similar processes . Demand can
be concentrated together to produce scale effects.
Therefore, pure chip manufacturing companies represented by TSMC came into being
. TSMC has economies of scale ,
which saves money for design companies and can also earn a lot of profits.
The world's largest chip foundry has become a "sweet pastry" that major high-tech groups are chasing after the shortage of chips. The
United States also discovered this and
began to use TSMC to initiate a "cut of supply" to Huawei. The suppression
may make some netizens wonder why
the United States, known as a technological power, does not produce chips on its own?
In fact, the fact that
the United States does not produce chips is not because the United States has no technology.
On the contrary, most of the world's most advanced chip production patents are owned by the United States.
The United States
has always pursued a model:
master cutting-edge technology by itself and
release
the downstream industry chain , so the United States actually masters TSMC
Many of TSMC 's core technologies make many of TSMC's business decisions "involuntarily".
It is worth
mentioning
that shortly after
TSMC stopped supplying chips to Huawei in response to the US sanctions, TSMC received the production of new A-series mobile phone chips from Apple,
which is a sum that can "creepy" all other chip production. The manufacturer's big order
Since then
, TSMC has reported that it will
invest in the construction of a factory in the United States in 2021 and achieve mass production in 2024.
Now it seems that TSMC
has indeed achieved rapid development because of its investment in the United States.
No wonder TSMC once said: Losing Huawei
Other
technology companies (Apple, Qualcomm) will quickly fill the vacancy . In 2020 ,
Apple's business
alone accounted for 25.4% of TSMC's revenue.
At the same time, TSMC
's first-quarter financial report for fiscal year 2022 shows that
TSMC's consolidated revenue in the first quarter was 491.076 billion NT dollars (about 16.962 billion US dollars),
an increase of 35.5% from 362.41 billion yuan in the same period last year;
net profit This is an increase of 45.1% over the same period of the previous year.
Liu Deyin, chairman of TSMC, said that the company's sales revenue in 2022
is expected to grow by about 30%
, exceeding the market's estimated range of 25% to 29%. In the second
quarter, the consolidated revenue is about 17.6 billion to 18.2 billion US dollars, and
the operating gross profit margin is between 56% and 58%. %
Operating net profit margin is 45% to 47%
.
Even though it is affected by the Sino-US situation,
TSMC's profitability is still strong. Recently
, there have been frequent news that
many TSMC technicians have been "poached" by other companies with high salaries.
In this regard,
TSMC also responded quickly. It was confirmed that
TSMC plans to start issuing stock purchase subsidies to employees.
More than 50,000 employees are within the scope of the subsidy.
This is the first time that TSMC has subsidized employees
to buy their own stocks since its establishment. In
addition, TSMC
will also conduct an annual routine salary adjustment in April. It
is expected that the overall salary adjustment increase this year will reach 8%, and
the salary increase of some outstanding employees will exceed 10%.
This wave of TSMC's operation is to increase the sense of belonging and centripetal force of employees,
and to minimize the brain drain with the blessing of high salaries. According to media reports,
under
the influence of multiple factors, the
current TSMC's attraction to top talents is not at a high level.
Many top universities
The master's and doctoral students are not inclined to TSMC in terms of
employment choices. Finally, this program ends here.
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