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BOMTwo big news came from the global chip industry: a retirement, a price cut!
12/2/2023 10:02:37 AM
According to media reports on December 1, 2023, two seemingly unrelated but closely related events occurred in the global semiconductor industry: First, Wennink, CEO of lithography giant ASML, announced that he would retire in April next year; TSMC has been exposed as cutting the price of advanced manufacturing by up to 10%.
What do these two signals mean? Winnink's retirement was not sudden, but rather a triumphant exit.
Internet fish noted that media news shows that according to statistics, the largest source of ASML's global sales revenue in the third quarter of 2023 was actually the Chinese mainland market, with its share of more than 46%, far exceeding the sum of sales revenue in South Korea and Taiwan Province.
It can be seen that the Chinese mainland market has played an increasingly prominent role in the performance of ASML. With the gradual saturation of the global market demand for lithography machinery manufacturing equipment, as well as policy restrictions on the import of lithography machines, ASML will face great pressure.
Therefore, how the CEO of a leading company will deal with this situation is undoubtedly something that the next CEO needs to consider. In this context, ASML CEO Wennink chose to retire at the peak of performance, which is undoubtedly the "perfect end" of his career.
As for the chip contract manufacturer, TSMC chose to cut prices at this time is not accidental.
Like ASML, TSMC is under market pressure. First of all, TSMC had thought that after losing Huawei, its advanced process production capacity could rely on Apple and Qualcomm, Nvidia, etc., to maintain order volumes. But that hope has dimmed as Apple's hardware sales have declined.
Second, although Nvidia's "AI shovel" once brought hope to TSMC, as Nvidia advanced Gpus were banned from selling to 40+ designated countries and regions around the world, TSMC once again lost important customers.
Under the shock of the chain effect, it is not surprising that the chip contract manufacturer TSMC chose to cut prices to attract customers. Whether TSMC's strategy will succeed, however, remains to be seen.
On the one hand, lower prices may attract more customers, thereby improving capacity utilization; On the other hand, this may also further depress the profit margin of advanced process foundry, which will adversely affect TSMC's long-term development.
In addition, the advanced manufacturing processes of Samsung and Intel also pose competitive pressure on TSMC. The two companies are not only on par with TSMC in technology, but are even ahead in some areas. Therefore, TSMC, while maintaining its technological lead, also needs to deal with the pressure of catch-up from these two major competitors.
Therefore, ASML and TSMC, both giants of the global chip industry, face the complex situation facing the semiconductor industry, whether to continue to follow the "chip ban" restriction and go against the trend, or embrace the world's largest consumer market to share the fruits of development, it is time to recognize the situation.
What do these two signals mean? Winnink's retirement was not sudden, but rather a triumphant exit.
Internet fish noted that media news shows that according to statistics, the largest source of ASML's global sales revenue in the third quarter of 2023 was actually the Chinese mainland market, with its share of more than 46%, far exceeding the sum of sales revenue in South Korea and Taiwan Province.
It can be seen that the Chinese mainland market has played an increasingly prominent role in the performance of ASML. With the gradual saturation of the global market demand for lithography machinery manufacturing equipment, as well as policy restrictions on the import of lithography machines, ASML will face great pressure.
Therefore, how the CEO of a leading company will deal with this situation is undoubtedly something that the next CEO needs to consider. In this context, ASML CEO Wennink chose to retire at the peak of performance, which is undoubtedly the "perfect end" of his career.
As for the chip contract manufacturer, TSMC chose to cut prices at this time is not accidental.
Like ASML, TSMC is under market pressure. First of all, TSMC had thought that after losing Huawei, its advanced process production capacity could rely on Apple and Qualcomm, Nvidia, etc., to maintain order volumes. But that hope has dimmed as Apple's hardware sales have declined.
Second, although Nvidia's "AI shovel" once brought hope to TSMC, as Nvidia advanced Gpus were banned from selling to 40+ designated countries and regions around the world, TSMC once again lost important customers.
Under the shock of the chain effect, it is not surprising that the chip contract manufacturer TSMC chose to cut prices to attract customers. Whether TSMC's strategy will succeed, however, remains to be seen.
On the one hand, lower prices may attract more customers, thereby improving capacity utilization; On the other hand, this may also further depress the profit margin of advanced process foundry, which will adversely affect TSMC's long-term development.
In addition, the advanced manufacturing processes of Samsung and Intel also pose competitive pressure on TSMC. The two companies are not only on par with TSMC in technology, but are even ahead in some areas. Therefore, TSMC, while maintaining its technological lead, also needs to deal with the pressure of catch-up from these two major competitors.
Therefore, ASML and TSMC, both giants of the global chip industry, face the complex situation facing the semiconductor industry, whether to continue to follow the "chip ban" restriction and go against the trend, or embrace the world's largest consumer market to share the fruits of development, it is time to recognize the situation.
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