What does it mean for TSMC to have made more than 1 billion intact chips for its company?

Recently, the world's leading semiconductor manufacturing company, Kai Electro, announced that as of July 2020, TSMC has manufactured one billion intact seven-nanometer chips. TSMC's seven-nanometer chips were put into large-scale production in about 2018, and in just two years, this output has reached one billion. It can be seen that TSMC's production capacity is high and its skills are proficient.

Seven nanometers can be said to be a bottleneck in the world's chip manufacturing, and there are only a handful of companies in the world that can break through the bottleneck of seven nanometer manufacturing. Such an achievement is very significant.

First of all, the most direct is the affirmation of TSMC's process and technology. We know that chip manufacturing is a very complex and precise process, and now chip production is mainly divided into chip design and chip foundry processing, such as Huawei's HiSilicon Semiconductor, Intel, AMD and other companies in the field of electronic information can design the chip they want, but in fact, there is another important process of chip foundry is to tape out the chip to produce it, such as TSMC, Samsung and SMIC are such companies. TSMC is the world's largest chip foundry, and the achievement of 1 billion seven-nanometer chips has made it firmly sit on the first throne in the industry.

The second meaning is the confidence he brings to the entire semiconductor industry and the confidence for the development of the entire world's telecommunications field. Because of the epidemic, it has actually had a relatively large impact on all walks of life in the world, but TSMC's announcement of such good news can be said to have brought confidence and encouragement to other foundries that are developing or just starting. This can be regarded as the leading role of leading enterprises!

At the same time, the development of the telecommunications field is inseparable from the development of the core chips, and TSMC announced that the seven-nanometer technology has been so mature, and the six-nanometer has also begun large-scale production, which shows that the development of chips is still in a relatively rapid pace. I believe that TSMC's process continues to improve, but it also brings good news to other chip design companies.

TSMC is certainly worthy of recognition for achieving such proud results. We also hope that other foundries can continue to study more sophisticated technologies and contribute more to the development of human society.

For the company, it means that its chip production capacity has been very complete and can provide qualified chips for the market.

It means that its manufacturing process has been able to dominate the world, and there will be a large number of chip orders waiting for it in the future.

TSMC has manufactured more than 1 billion intact chips, and the quality of its manufactured products is excellent for its company, and the company will cooperate more and more!

Although TSMC is the world's largest chip foundry, unlike Samsung and Intel, TSMC has been focusing on chip foundry manufacturing for decades since its establishment, and has never designed or launched its own chip products, but it is precisely because of its focus that TSMC can achieve the world's first scale and the most advanced semiconductor process.

The so-called technology industry has a specialty, TSMC's foundry strength is already very awesome, if you also have a chip, it will be really amazing, and chip design is definitely a very difficult thing. At present, companies that are only engaged in chip design include Qualcomm, Apple, Huawei, etc., and companies with chip design and production capacity include Intel and Samsung. I think there are four main reasons why TSMC does not make its own chips.

At present, Qualcomm has become the hegemon in the field of chips, and most of the smartphones are equipped with Qualcomm's Snapdragon processors, which can be said to be difficult to shake his position. In addition, the strength of chip companies such as MediaTek and Huawei should not be underestimatedChips are a very high-tech industry, and if you are not careful, you will be doomed, which is an industry full of opportunities and risks.

Chip foundry and chip design are equally important, it is difficult to say who is more technical than whom, after all, the lithography machine required by foundry is very high-tech, and foundry is accurate to the nanometer level, which is quite difficult. However, the chip design is not bad, there are only a few companies in the world that can design a good chip, and the capital, manpower, and time required to develop chips are very largeAlthough TSMC is an OEM, it has made no achievements in this area, and it is also facing many patent problems.

Although modern enterprises also advocate diversification, not every entrepreneur thinks so. The so-called craftsman spirit is to keep improvingTSMC's ability to call the wind and rain in the foundry industry is inseparable from its long-term persistenceTSMC is a high-tech foundry, so pure, and it has not developed in the direction of chip design.

For example, Qualcomm's chip business revenue was $16.5 billion, and the net profit before tax was 17%. However, TSMC's revenue was $33 billion, and its net profit after tax reached $11.6 billion, with a profit margin of 35%.

Compared with the two, TSMC makes more money, and whether the gains outweigh the losses at the expense of high profits and low profits, and to compete with customers like Qualcomm, Huawei, Apple, etc., may lose these important customers and suffer greater losses.

First of all, because he is not particularly superb in the development of chips, and the technology and conditions of chips in all aspects cannot meet the requirements of independent innovation.

It may be a very costly and risky, so it is not considered R&D and manufacturing, and that's it.

I think the main reason is that I don't have the strength to make my own chips now, and the technical and other requirements required are very strict, and there is no way to make my own chips for the time being.

TSMCIt is a semiconductor manufacturing company, mainly through various semiconductor equipment, etching machines, evaporation machines, deposition equipment,Lithography machineWait for the IC designed by the customer to be processed. Core technology: process control, chip research and development.

TSMC, as one of the world's largest foundry industries, had to terminate its cooperation with Huawei under pressure from the United States.

Intel. As the hope of the United States, it was announced not long ago that it had encountered problems in researching the production of 7nm chips, so the official production time needed to be delayed for seven months, and said that the 6nm chips would be handed over to TSMC to produce, and the three major technology giants in the United States all need to rely on TSMC in terms of chips, and the domestic semiconductor industry in the United States.

A lot to do. <>

Introduce. Intel invited TSMC to build a factory in the United States and introduce advanced production technology and technology, TSMC agreed, and said that it would spend 12 billion to build a 5nm chip production line in the United States.

After all, it will take about 2024 to produce 5nm chips by its own strength, and at present, TSMC has used the 5nm process very maturely, and is currently trying 3nm and 2nm trial production, and Taiyou Chain Semiconductor will start mass production of 3nm chips in 2022.

TSMC is an important semiconductor company in the world, and now about 92% of the most advanced chips in the international market are manufactured by the company, and the output value of chip foundry accounts for about 55% of the world's total.

Although TSMC is a well-known semiconductor company in Taiwan, China, its largest shareholder is Citibank of the United States, with a shareholding ratio of 78% in total held by foreign institutions and overseas individuals.

In addition to continuing to vigorously build chip factories on the island, TSMC has also actively expanded its overseas investment layout, building advanced chip factories producing 5 nanometers in the United States, cooperating with Sony of Japan to invest in 22 nanometer and 28 nanometer chip factories in Japan, and investing in new 28 nanometer chip factories in the mainland.

Electronics companies such as Apple rely heavily on TSMC's semiconductors, and even supercomputers in official U.S. labs use TSMC's chips. According to the data, in TSMC's second-quarter revenue, the U.S. market generated 64% of the profit.

TSMC produces about 70% of the world's total chips. It is the world's top high-tech chip production enterprise. Its chip production capacity and R&D capabilities are world-class, and in 2020, it developed and produced 3nm-level chips for the first time and successfully mass-produced.

In 2021, TSMC will account for more than half of the world's chip foundry business, and its output value will account for more than the GDP of Taiwan Province.

According to the company's annual report, in 2021, TSMC's revenue from Chinese mainland decreased year-on-year, accounting for a proportion of total revenue, and has slipped to the company's third largest market.

TSMC's labor costs for investing and building factories in the United States are 50% higher than those in Taiwan, and may be more than 60% higher than those in the mainland. At the same time, the United States also has a huge labor union power and complex legal regulations, and in the context that the United States and Taiwan have not signed a tax agreement, Taiwanese businessmen investing in the United States need to bear high taxes, which are all cost risks that enterprises have to consider.

The chips produced by TSMC are as follows:

1. Bitmain mining machine chip:

Bitmain is the world's largest bitcoin mining machine chip manufacturer, due to the increased energy efficiency requirements for mining, so the new process has obvious advantages, bitcoin hot in 2017 bitmain is still TSMC's VIP customer, once more important than Apple, HiSilicon, heavy money to buy 16nm and later 7nm production capacity orders.

2. Xilinx FPGA chip:

Xilinx is the world's leading provider of complete programmable logic solutions. Xilinx develops, manufactures, and markets a wide range of advanced integrated circuits, software design tools, and IP (Intellectual Property) cores as predefined system-level functions.

3. Apple A9-A14 chip:

In the early days, Apple's chips were not only produced by Samsung, but also designed by Samsung; Starting from Apple A9, TSMC 16nm, the current most ** iPhone 12 series has been updated to TSMC 5nm.

4. Kirin 980 chip:

Kirin 980 is a 4*a76+4*a55 octa-core chip designed by Huawei, which is manufactured using TSMC's 7nm process and can reach the highest frequency.

Make your ownChina Chip, estimatedIn another 20 years。SMIC.

It will be possible to catch up with TSMC as early as 2035.

Let China have its own sub-3 nanometer chips, and the United States, South Korea and Taiwan, China.

There are also chips below 3 nanometers that are not the top in the world, and China no longer only has its own chips such as nanometers; It will take at least another 5 years to surpass Naki TSMC and reach the top of global chip manufacturing alone, so that China has its own sub-1 nanometer chip.

Isn't this an estimate? As long as China half contains the shouting conductor industry.

We will unswervingly promote the self-reliance and self-improvement of domestic chip companies, and will not be satisfied with the production of more than 80% of the chips after completing the 14nm and 28nm "national talks", and will not wait for the United States and its allies to change their minds, including removing SMIC from the entity list and allowing ASML to become SMIC's EUV lithography machine.

It is expected that in less than 20 years, it will first catch up and surpass, and create a miracle such as a country's own advanced and leading high-end chips, the first case in the history of global chip manufacturing, and it will take more than 20 years!

SMIC's surpassing TSMC means that China's semiconductor industry surpasses the "semiconductor industry of the United States and its allies".。That is, a country's chip technology chain industrial chain is ahead of the world, the key is the overall independence, comprehensive controllability, designed, manufactured, packaged global top chips are China's own, even the design of the world's top chip architecture and EDA software are China's own, chip manufacturing relies on the world's top lithography machine and other process equipment, raw materials, accessories, etc.

From now on, Chinese chip companies in any link and field will no longer be stuck.

situation, the United States and its allies simply do not have such an opportunity. Of course, China will not go to the neck of chip companies in other countries, including the United States and its allies, but will continue to promote domestic chip companies to actively provide the best services regardless of previous suspicions, and the result will be to improve the level of the global ** chain.