TSMC Legend 30 | The four key turning achievements today

TSMC 1987 years of entrepreneurship so far, experienced 30 years of Fenghua years, achievement today, the world's largest wafer foundry factory, the city accounted for up to 60%, the market capitalisation of more than NT $6 trillion yuan of the international-level legendary enterprises, in the Chairman of the founding of Chang, the founder and leader of the 30 years to experience four key turning points, creating a global semiconductor TSMC legend . The foundation of TSMC's success is absolutely rooted in the pure wafer foundry mode, do not compete with customers ' good faith ' criteria, the establishment of guidelines easy, but consistent adherence up to 30 years, is the most valuable place, the emergence of TSMC this business model, so that the global semiconductor industry structure from 30 ago to IDM factory mainly, Transformation to today's IC design companies blossom, so far all the innovation of science and technology industry, whether it is mobile communications, things Networking (IoT), artificial intelligence (AI), and so on, is the perfect cooperation of TSMC and IC design customers, the industry trend incubation birth, from the creative to implementation. Turning Point one: 2000 8-inch to 12-inch factory TSMC stepped on the accelerator to build a factory that allowed IDM to succumb to the semiconductor industry's 30-year-old word, ' only real Men Own fabs. ' (There is a wafer factory is the real man), so at that time is the IDM mode of the semiconductor industry, the era of their own IC design and manufacture, go out to be called ' Real man '! In about 1994-1998 years, the global semiconductor wafer factory's protagonist gradually shifted from 6-inch factory to 8-inch factory, did not follow the 8-inch factory, the competitiveness of the industry gradually backward; By 2001-2004 years, the 8-inch plant was transferred to a 12-inch factory, at this time to build factories, buy equipment investment threshold again, meaning that, can load the 12-inch factory investment and fewer, so, TSMC caught the opportunity to build a 12-inch factory, the competitor to shake off, let customers see sincerity. 2001 years or so, to build a 12-inch wafer factory about 3 billion U.S. dollars, I'm afraid that more money than TSMC has made in a year, but TSMC is still investing in the accelerator, waiting for the former of course is a rich sweet fruit, then, of course, a 12-inch factory in Taiwan Bamboo Branch, Zhongke, South Branch set up. Also because the 12-inch factory is an expensive threshold to become a big fault, let those IDM factory gradually give up their own factory production strategy, will order outsourcing to the professional wafer factory production, the beginning of the establishment of TSMC strategy, step-by-step practice, until today, the IdM factory has already faded, only the only remaining Intel (Intel Samsung Electronics (Samsung Electronics) also insists on designing and producing grabbed. Turning point two: 0.13 process large success and UMC between the early ' wafer-and-male ' TSMC, UMC has been following, but the two technical strength really opened, 2003 years of 0.13 Micron process generation is a key watershed. At that time, IBM published 0.13 Micron process technology of copper process and low-k material, hoping to cooperate with TSMC and UMC. Before this, the Wafer foundry factory is using aluminum process, no copper process experience, at this time, listened to IBM vigorously ' sell ' 0.13 micron Technology TSMC and UMC, made a very different judgment. TSMC decided not to take IBM's technical route, decided to develop its own copper process technology, while UMC chose to cooperate with IBM in the technology, the last UMC 0.13 Micron Technology is too low to reach the level of commercial production, the anti-view TSMC, its own research and development has been a great success. UMC in the 0.13 micron process technology generation of stumbles, far let ' wafer double male ' strength more and more open, from TSMC in technical strength, at that time even Nvidia CEO Huang have said, ' 0.13 micron modified TSMC. ' Transition Three: Chang vigorously expand capital expenditure spectrum out of the invincible 28-nanometer 2010-year-old TSMC, already a wafer foundry industry giants, but really let TSMC peak, is it in the 28 NM process success. 2009 TSMC Chairman Chang back to the CEO, vigorously increase capital expenditure, full sprint 28 nm process, become the theme of the era of smart phones, all customers are rushing to 28 nm capacity, competitors do not see such a boom, but whether it is UMC, GlobalFoundries, Samsung and other all invested 28 NM process research and development, 7 years later, TSMC's 28 NM global market share is still as high as 70%. The success of TSMC 28 nanometer process can be unprecedented, there are two key elements, the first to thank is the competitor technology is not tight, the second element, that is, TSMC in the 28 process of tactics, play to incisively and vividly. TSMC did not meet the initial success of 28 nm, it introduced an improved version of the 28 nano-new process every year, the continuous decline in costs, provide a higher efficiency, lower power technology, the customer tied tightly, the latest version of the ultimate 28 nm process technology, is disclosed this year's 22 nm process. In this way, the 28 nm to become the most successful and most profitable technology generation in TSMC's history, TSMC also tried to take this honor, repeat it in 7 nm process! Transition four: Get Apple orders from then on the smartphone market when the global electronics industry from PC to mobile communications era, a lot of slow-reaction companies are eliminated by the Times, TSMC is the way to go, for each era of trend is very keen enterprise, in the semiconductor industry from PC to smartphone applications, TSMC is a milestone in winning the Apple order, which has been monopolized by Samsung. Apple's processor order has been designed by Samsung, but with Samsung's strategy gradually moving from the semiconductor industry to the terminal system, the power of smartphones has clashed with Apple, planting the remote of TSMC's "swoop in". TSMC and Apple are not at first sight, the two sides from contact to the real cooperation, but also the run-in for many years, but the strength will speak, the initial Apple processor chip began to give TSMC, Samsung dual-generation factory strategy, now is the exclusive of TSMC fencing, eat apple, so that TSMC enough to traverse the era of

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