Us chips are hit hard again, and Intel may be defeated by TSMC and reduced to the third place in the world

With the announcement of TSMC 4、5 Monthly performance , Taiwanese media estimated that TSMC's revenue in the second quarter of this year could reach as high as 182 Billion dollars , and Intel The estimated revenue for the quarter is 180 Billion dollars , This means that TSMC is likely to surpass Intel Become the second largest semiconductor enterprise in the world , The largest semiconductor enterprise is Samsung .

Intel Long 20 It has been the world's largest semiconductor enterprise for many years , However, in recent years, it has been overtaken by Samsung from time to time , The two sides compete fiercely for the world's largest semiconductor company . Samsung's semiconductor business revenues soared , It is caused by the soaring price of memory chips in recent years .

Intel The growth rate of the semiconductor business income of has declined significantly , But at the same time AMD and ARM The result of the blow .AMD since 2016 Launched in 2013 Zen After architecture , Significant improvement in performance , At the same time, TSMC's advanced technology is also ADM Catch up Intel To help , Until last year Intel To launch the 12 Generation core succeeded in anti surpassing .

ARM After the mobile processor market gained a monopoly ,ARM The chip companies in the camp have tried to break into Intel Situated PC Processor and server chip market , But in the early days, most of them were folded and poked , Until Apple launched M System processor and Huawei's Kunpeng 920 chip .

Apple M1 The processor is the same as that at that time 11 Generation core i7 near , This is a ARM For the first time, the camp is approaching... In terms of performance Intel The processor of , To break the ARM Low power consumption of processors is accompanied by the shackles of low performance , and M After the system processor has greatly improved its performance, its power consumption is still only Intel Half of ; Kunpeng of Huawei 920 It has won orders for server chips from Chinatelecom and China Mobile , Later, brother Ali also launched ARM The server chip of the architecture relies on heaven 710.

AMD and ARM The camps have invaded Intel stay PC Processor and server chip market share is not small , Give Way Intel Under pressure ,Intel Will face continued PC The pressure of processor price reduction ,Intel The price of the server chip will be difficult to increase and even have to reduce , This naturally leads Intel The growth rate of revenue has declined .

After Samsung , TSMC is the second challenge Intel A leading enterprise in the semiconductor market . TSMC is a pure OEM enterprise , It doesn't push the chip directly , With the help of continuously leading advanced technology , Attract chip manufacturing orders from global chip companies .

Previously, TSMC and Intel It's a completely different path , But as it helps AMD On the server chip and PC Processor market challenges Intel, OEM for apple M System processor performance catch up with Intel, TSMC has become Intel A major threat to , Up to now Intel for fear of AMD With the help of TSMC 3nm The process is further catching up with and surpassing Intel,Intel We have booked all of TSMC's 3nm Process capacity .

Rely on leading advanced technology , TSMC has gained more and more bargaining power , from 2020 year Q4 The price has been raised three times in a row since , Driving its revenue to record highs almost every month , Net profit margin also broke 40% , Such net profit margin is very rare in the global market , Apple's lucrative net profit margin is only more than 20% .

After the crazy price hike , TSMC's revenue has also risen ; In contrast to today's Intel This big ship feels like it is leaking everywhere , This is the opposite of that , TSMC's revenue is catching up with and surpassing Intel There is hope .

If TSMC's revenue exceeds Intel, that Intel The ranking in the global semiconductor market will fall to the third place , This is for Intel It will be a great blow .Intel In terms of advanced technology, from 14nm It has been just drawing pie for investors , The time of mass production with advanced technology is often delayed , its 7nm Whether the process can be mass produced on schedule is still in doubt , In terms of revenue, it has been overtaken by Samsung and TSMC , It can be said that the house leaks and it rains at night .

Intel It is also the epitome of the US chip industry , Over the past decade, the competitiveness of American chips has been declining , Its market share is also shrinking ,2021 In, the share of American chips in the global chip market has fallen below 50% , American chip manufacturing is also highly dependent on Asian chip OEM companies , This has worried the US chip industry .