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Chip Tech｜What should TSMC worried although taking charge half of global chip business｜5nm chip｜3nm
#Americanchipindustry#TSMC#3nmchip
Welcome to the channel Mr Teller. Telling the truth is to spread current affairs, showing our feelings and wisdom. Combining news and thinking together is the Mr Teller.
Today we will talk about the topic of What should TSMC worried although taking charge half of global chip business? Nowadays, the semiconductor industry is in a "super cycle". You know, almost half of the world's chips are manufactured by TSMC, which is several times the market share of competitors, and high-end process chips are more than 80%. TSMC is in the limelight, and there is no difference for a while. The strength or strategy of TSMC is well known in the industry. But if you savor it carefully, under the prosperity scene, it seems that you can vaguely smell the slightest crisis. Perhaps, TSMC's worries are not in technology, but more in technology. Industry outside pursuit and internal blockage, geopolitical factors, etc. may all be hidden dangers that TSMC needs to be vigilant about. In an unstable international trade environment, the United States can jam TSMC's neck at any time in the field of chip manufacturing equipment. Why we said that TSMC need to be vigilant that the crisis still exists? Why we dare to ensure that American will not make second “Huawei'' in TSMC?
With TSMC’s good process technology, customer relationship and ecosystem, as well as huge investment in R&D, TSMC has achieved today's leading position in foundry. At the same time, TSMC's share price has also risen steadily. Not long ago, its market value surpassed that of Tencent and reached the throne of Asia's market value.
From the point of view of the process node process, TSMC will start mass production of 5nm chips in the second quarter of 2020, and plans to start mass production of 3nm chips in the second half of 2022, currently The development of 2nm chips has also begun, and mass production may begin in 2026. Comparing the current technology gap between TSMC and other chip foundries around the world, TSMC and other competitors have already experienced a generation gap, and only Samsung is still struggling to catch up.
...
https://www.youtube.com/watch?v=8LalDGaW5Ck
Welcome to the channel Mr Teller. Telling the truth is to spread current affairs, showing our feelings and wisdom. Combining news and thinking together is the Mr Teller.
Today we will talk about the topic of What should TSMC worried although taking charge half of global chip business? Nowadays, the semiconductor industry is in a "super cycle". You know, almost half of the world's chips are manufactured by TSMC, which is several times the market share of competitors, and high-end process chips are more than 80%. TSMC is in the limelight, and there is no difference for a while. The strength or strategy of TSMC is well known in the industry. But if you savor it carefully, under the prosperity scene, it seems that you can vaguely smell the slightest crisis. Perhaps, TSMC's worries are not in technology, but more in technology. Industry outside pursuit and internal blockage, geopolitical factors, etc. may all be hidden dangers that TSMC needs to be vigilant about. In an unstable international trade environment, the United States can jam TSMC's neck at any time in the field of chip manufacturing equipment. Why we said that TSMC need to be vigilant that the crisis still exists? Why we dare to ensure that American will not make second “Huawei'' in TSMC?
With TSMC’s good process technology, customer relationship and ecosystem, as well as huge investment in R&D, TSMC has achieved today's leading position in foundry. At the same time, TSMC's share price has also risen steadily. Not long ago, its market value surpassed that of Tencent and reached the throne of Asia's market value.
From the point of view of the process node process, TSMC will start mass production of 5nm chips in the second quarter of 2020, and plans to start mass production of 3nm chips in the second half of 2022, currently The development of 2nm chips has also begun, and mass production may begin in 2026. Comparing the current technology gap between TSMC and other chip foundries around the world, TSMC and other competitors have already experienced a generation gap, and only Samsung is still struggling to catch up.
...
https://www.youtube.com/watch?v=8LalDGaW5Ck
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Welcome to the channel Mr Teller.Telling the truth is to spread current affairs, showing our feelings and wisdom. Combining news and thinking together is the Mr Teller.
Today, we will talk about the war between SMIC and TSMC. TSMC has sued SMIC many times for similar reasons, all of which are SMIC infringing its intellectual property rights and stealing trade secrets by improper means. As a result, every time SMIC ended up losing the lawsuit or reconciling, and had to pay huge patent fees and some key people in SMIC had to resign. Many people are cautious about the reason--why TSMC is so deliberately hindering the development of SMIC. Both of them are top chip maker in China. TSMC has the world's top strength in chip manufacturing. Why would such a company target SMIC, a young company that has only been established for more than 20 years? What untold stories are there? In the face of ASML's move, where will the two companies go? Let's take a closer look today.
First of all, let’s take a brief look at the development history of SMIC and TSMC. The founder of SMIC is Zhang Rujing, a Chinese-American. In 2000, Zhang Rujing came to Shanghai with $1 billion in financing and more than 400 top engineers from various countries. At that time, the semiconductor chip industry was short of people and money. This move can be said to have made a huge contribution to the development of the national semiconductor industry. After several equity changes, SMIC is now basically a state-owned capital holding company.
The founders of TSMC, Zhang Zhongmou and Zhang Rujing, worked together at Texas Instruments in the United States and served as senior executives in the company for a long time. The two returned to Shanghai, China and Taiwan, China, respectively, to take on the hope of the rise of the chip industry on both sides of the Taiwan Strait. It can be said that the "grudge and hatred" between the two companies has never been interrupted since their establishment.
From 2003 to 2009, the "contradiction" between SMIC and TSMC broke out, and the lawsuit lasted for 7 years. After all, TSMC was established earlier and has advanced technology patents; in the end, in the judgment of the US court, SMIC regretted losing the case. At that time, SMIC encountered a very difficult moment in its career: the founder Zhang Rujing resigned and left, and TSMC also obtained an 8% stake in SMIC and became one of the three major shareholders of SMIC.
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Hi everyone|today we will continue to follow the latest science and technology developments in China. As for today’s video|we are going to talk about the issue of China’s EUV triumph|that is|Gallium Nitride mass production line has successfully introduced!
EUV lithography machine was got more and more focuses from the International community. It is extremely difficult for chip manufacturers in mainland China to buy an advanced EUV lithography machine from ASML. On the one hand|due to the impact of relevant agreements|ASML cannot export high-end products to the country. On the other hand|it is because of the US's interference|which makes the cooperation between ASML and Chinese enterprises not very reliable.
Then|how does China solve this problem and what is Gallium Nitride? Gallium Nitride is an important material in EUV and chip production. In these days|China’s enterprise Innoscience announced that the mass production line of Gallium Nitride has successfully introduced!
Since entering the 21st century|as a manufacturing country|China has repeatedly faced the dilemma of being suppressed by foreign countries in the field of high-end technology. One is because of the backwardness of technology in China and the other is because of the blockade of equipment.
Among them|the shortage of equipment of China seems to have a greater impact. For example|high-end chips|if China can realize the freedom of using the EUV lithography machine|it must has been long made great achievements in the history of chips.
The core chip is responsible for the tasks of information collection|transmission|storage and processing in electronic devices. It is not exaggerating to say that in the information age|whoever mastering the core chip technology|will control the whole destiny of the information industry. This is absolutely true for China|which has long suffered from the pain of being sanctioned in chips and chip production.
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Today we will talk about the topic of The aftermath of USA revised the rules of chip, TSMC and ASML won the game! As we all know, after Huawei took the lead in 5g technology, the United States began to revise rules such as chips many times, so chip companies like Qualcomm were not able to ship freely, which brought them huge losses. Qualcomm, for example, lost $8 billion in the market because he couldn't ship it freely. Despite Qualcomm's repeated indications of its good intentions, its chip market share has dropped significantly. Data shows that MediaTek chips have ranked first in the Chinese market and the global market for several consecutive quarters, and even manufacturers such as oppo and Xiaomi in the high-end market, which Qualcomm is proud of, have announced the creation of flagship phones based on Dimensity 9000 chips. The most important thing is that MediaTek chips have won the No. 1 market share with more than 40% in the 4G and 5G fields, while Qualcomm chips have been shrinking in the global market share, resulting in serious losses. The abuse of USA chip rules caused American chip company a great deal of loss. Ridiculously, TSMC and ASML these not American local companies leaped great fruits by this way. In this video, we will take you to learn about the details.
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Welcome to the channel Mr Teller.Telling the truth is to spread current affairs, showing our feelings and wisdom. Combining news and thinking together is the Mr Teller.
In recent days, ASML's lawsuit against a Chinese company for intellectual property infringement has attracted widespread attention. ASML recently stated in its 2021 financial report that the Chinese company Dong Fang JingYuan Electron is actively marketing the products that could potentially infringed ASML’s intellectual copyright. ASML said it has reminded certain of its clients not to assist or condone DFJY's potential infringement, while expressing its concerns to relevant Chinese authorities. ASML said it is closely monitoring the matter and is ready to take legal action in due course. Why does ASML suspect DFJY infringement?
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