Under the wave of AI, the global chip foundry pattern is facing unprecedented changes. The explosion of ChatGPT has greatly increased the demand for AI chips, and it has also caused changes in the originally highly competitive chip foundry market.
In this context, the competition between TSMC and Samsung has further intensified. On July 17, Taiwan's "United Daily News" quoted sources as saying that in order to cope with the wave of AI, TSMC will change its plan to build a factory in Kaohsiung, and plans to change from the original "mature process" to a more advanced 2nm process. This means that TSMC will accelerate its technological upgrades to meet the growing market demand for AI chips. And Samsung is also making full efforts in the field of AI chips, announcing plans to invest tens of billions of dollars in building a chip manufacturing base, and reaffirming its goal of surpassing TSMC in 2030.
In addition, Intel is also making full efforts in the chip foundry business. In June this year, Intel announced that it will build a new chip foundry in Arizona, USA, and plans to invest tens of billions of dollars in the next few years to expand its chip foundry business. This means that Intel will join the competition in the global chip foundry industry.
Whether it is the actual performance pressure or the future competition of AI chip landscape, the chip foundry giants are facing huge challenges and opportunities. In this highly competitive market, technological upgrading and innovation have become the key. Various companies are actively exploring and developing more advanced chip manufacturing technologies to increase production capacity and reduce costs. In this process, more opportunities will be ushered in for semiconductor equipment and material suppliers.
However, at the same time, the downturn in the consumer electronics industry has also put deep pressure on the semiconductor and foundry industries. In the first half of this year, Samsung's foundry division may have lost 1 trillion won. And TSMC has just lowered its revenue forecast for this year. The news of these declines in performance has made the market worry about whether the semiconductor industry has reached the ceiling.
But for Samsung, which is used to winning by counter-cyclical expansion, this could be an opportunity. It not only announced plans to invest tens of billions of dollars to build a chip manufacturing base, but also reiterated its goal of surpassing TSMC in 2030. And Intel is also making full efforts in the chip foundry business, hoping to get a share of this highly competitive market.
In conclusion, in this era of rapid development, technology and market are constantly changing. Whoever can master advanced technology and market trends will be able to gain an advantage in the competition. For the semiconductor and foundry industry, the future is full of opportunities and challenges.