It is understood that as TSMC significantly increases capital expenditure, R&D energy and expands production capacity, it has set off a powerful siphon effect in the global semiconductor industry. In addition to existing fabless IC design companies increasing their reliance on Taiwan for manufacturing and back-end packaging and testing, major European and American integrated component manufacturers (IDMs) such as Intel, TI, Renesas, Fujitsu, and Infineon are also accelerating the release of orders to Taiwan.
Semiconductor equipment manufacturers pointed out that Taiwan’s semiconductor industry, driven by the locomotive TSMC, has built a complete vertical supply chain. As the global semiconductor industry becomes more and more ecosystem-focused, Taiwan's semiconductor industry becomes increasingly important.
TSMC Chairman Zhang Zhongmou recently presided over a shareholders' meeting and publicly stated that although TSMC is currently facing competition from two powerful rivals, Samsung and Intel, as long as TSMC maintains its leadership in the three elements of technology, production capacity and customer relationships, TSMC may eventually be the only one left in the global wafer foundry industry in the future.
Zhang Zhongmou’s remarks at the time revealed that TSMC has a strong ambition to dominate the world and will be the most important indicator to connect Taiwan’s semiconductor industry chain.
TSMC has maintained high capital expenditures and high R&D funding for 20/16 nanometers for three consecutive years. It spends 300 billion yuan each year to expand its factories and widen the gap with Samsung. Recently, it has recruited 400 R&D personnel and established the "Nighthawk Project", hoping to overtake Intel within two years through seamless 24-hour R&D.
Indicator manufacturers such as UMC, ASE, Silicon Products, and KYEC have also raised their capital expenditures this year and expanded their R&D lineups.
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