1. Zhang Zhongmou: Mainland Semiconductor's rapid progress is still behind the background for at least 5 years and today's perfect curtain call;
According to a report by Taiwan Economic Daily, Taiwan Semiconductor Manufacturing Co., Ltd. Chairman Zhang Zhongmou retired today (June 5th). The board elected general manager and co-chief executive Liu Deyin as chairman, and another general manager and co-chief executive Wei Zhejia served as president and vice chairman. .
TSMC convened a regular shareholders meeting today and was chaired by Zhang Zhongmou for the last time. It successfully completed the full re-election of the directors. As a result of TSMC’s prior planning, the four directors and five independent directors except Zhang Zhongmou were successfully re-elected. Zhang Zhongmou retired formally. At the same time, Acer founder. Shi Zhenrong, Sir Peter L.Bonfield, Thomas J. Engibous, Chen Guoci, and Michael R. Splinter also successfully reappointed as independent directors of TSMC.
After the shareholders’ meeting of TSMC, the board of directors was immediately convened to elect Liu Deyin as the chairman and Wei Zhejia as the president and vice chairman. The TSMC board of directors is expected to continue the agenda for the second day tomorrow.
Liu Deyin is Ph.D. in Electrical and Computer Information at the University of California, Berkeley, and has served as General Manager of Shida IC, Deputy General Manager of Taiwan Semiconductor Manufacturing Co., Ltd., Senior Deputy General Manager of Advanced Technology, Senior Deputy General Manager of Operations, Chief Operating Officer, and Common Executive Director. Wei Zhejia is a Ph.D. in Electrical Engineering from Yale University in the United States. He was previously Senior Vice President of Chartered Semiconductor in Singapore, and Vice President of Operations of Taiwan Semiconductor Manufacturing Co., Ltd., Senior Vice President of Mainstream Technologies, Senior Deputy General Manager of Business Development, and Chief Operating Officer. Co-CEO.
To weigh the two, Zhang Zhongmou thinks that Liu Deyin thinks much more, and arranges him to serve as chairman of the board, hoping to make final decisions for TSMC's decision-making; Wei Zhejia is quick to make decisions. Wei Zhejia is the president and leads the company. Zhang Zhongmou thinks that the two individuals are highly complementary. , I hope that the two will have the effect of 1+1>2 in the future.
China's semiconductor industry is progressing rapidly and still falls behind the backlog for 5-7 years
Zhang Zhongmou expects that the semiconductor industry in mainland China will make considerable progress in the next 5 to 10 years, but it will still fall back to back-selling for 5 to 7 years. He also believes that the world still needs TSMC after 10 years.
Zhang Zhongmou said that it is difficult to predict the situation after 5 to 10 years, because many things may happen. Many things may happen within 1 to 2 weeks. There may be many changes in Sino-US trade disputes, and it may also affect the future of China Semiconductor. 5 to 10 years of development.
According to the current trend, Zhang Zhongmou expects that the semiconductor industry in mainland China will make considerable progress in the next 5 to 10 years. However, TSMC will also make great progress. The gap between Mainland Semiconductor and TSMC will still be the same and will lag behind. TSMC 5 to 7 years.
Zhang Zhongmou stated that TSMC had selected the industry and business model 30 years ago. Nothing can replace silicon integrated circuits. It is believed that the world still needs TSMC after 10 years. If there is no TSMC, it will affect 1 billion people around the world, such as in China. There is no way to pay for transactions without a mobile phone on the mainland. Ten years later, there will be new types of smart phones that do not mention AI. They use TSMC silicon integrated circuits. With advancements in technology, semiconductors will also grow, and TSMC must also To do well, maintain TSMC’s leadership position in silicon integrated circuits.
In terms of dividend policy, Zhang Zhongmou said that from the standpoint of free cash flow, it can indeed allocate NT$10 cash dividend per share this year. However, this would give rise to all free cash flow, no elasticity, and no flexibility.
Zhang Zhongmou stated that TSMC is a very capital-intensive company and its capital demand is unpredictable. All free cash flow should not be sent out. TSMC’s dividend policy hopes to maintain stability and even rises a little every year. Therefore, free cash flow was issued in previous years. 70% to 75%.
Taiwan's semiconductor industry hot comments
Cai Lixing, former chief executive of TSMC’s MediaTek division, stated that there is no doubt that Zhang Zhongmou’s contribution and position in the semiconductor industry are both domestic and global. TSMC is one of the most important partners of MediaTek. MediaTek and TSMC have long-term close cooperative relations.
In the heart of Zeng Fancheng, vice chairman of Taiwan Semiconductor Manufacturing Co., Ltd. and chairman of Creative Electronics, Zhang Zhongmou is an admirer who is constantly pursuing progress and admiration. Zeng Fancheng said that for him, Zhang Zhongmou always pursues both leisure and business. Progress, let him benefit a lot.
Tzu Chih-yin, director of the Taipei Computer Association, said that TSMC is the real light of Taiwan. Its market value has surpassed Intel and Toyota many times. Zhang Zhongmou’s retirement also represents an old example of life. The old example is Taiwan. However, the industries and people are very dynamic. The output value of the global information industry is very important. Taiwan Semiconductor Manufacturing Co., Ltd. is leading the global foundry industry and is a good example of the ambition of the Taiwanese industry.
As a long-term partner of TSMC, Nvidia's founder and CEO Huang Renxun praised Zhang Zhongmou as one of the world's best CEOs and is always energetic. Huang Renxun said: 'Who says that older people cannot continue to manage the company? From the management point of view, it is not old at all.
Qunyi Jinding General Manager Zhao Yongfei praised the chairman of Taiwan Semiconductor Manufacturing Co., Ltd. Zhang Zhongmou is a very good and forward-looking CEO. Zhang Zhongmou has a long-term perspective and lays the foundation for TSMC's leading position in the industry. Although Zhang Zhongmou retires, because TSMC has a good foundation, short-term There is not much change in the status of the industry within.
Chairman Chen Guoming said that TSMC chairman Zhang Zhongmou made a great contribution to the semiconductor industry, and contributed most of his precious years to the industry. Zhang Zhongmou had a great time and his life plan.
Senior semiconductor analyst Chen Huiming recalls that Zhang Zhongmou is a rare world leader. 'Taiwan can find 100 as wise CEOs as Zhang Zhongmou, but none of them have the same height. 'Because of the high degree of determination, let Zhang Zhongmou create extraordinary TSMC. The life of Zhang Zhongmou can be described in one word. In English, the word is "integrity," and in Chinese, it is "height." Both have the same meaning. It is the culture that Zhang Zhongmou created for TSMC, and he is also TSMC has created a key to extraordinary achievements.
He further stated that Zhang Zhongmou's outstandingness is seen from several levels. First, TSMC is a world-class company. Taiwan has fewer than three world-class companies and TSMC is the largest. Next, during the leadership of TSMC, Zhang Zhongmou can The direct talks with Intel, Apple, and international capabilities are even more outstanding. Thirdly, political, blue and green admire Zhang Zhongmou. This is a rare person, and even if it comes to China, the United States is indispensable. More importantly, it is rarely controversial. .
Chen Huiming pointed out that Taiwan may find 100 CEOs who are just as clever as Zhang Zhongmou. However, none of them has the same height and it is highly decisive. With regard to the current subjective and objective conditions, it is also difficult to create Zhang Zhongmou, but it does not represent the succession of TSMC. People do not have the ability to go through long years of business, and today’s successors are also quite positive in the corporate sector.
2. Zhang Zhongmou's love and talent only spoke to Liang Mengsong, and Jiang Shangyi said ---
Zhang Zhongmou has been in charge of TSMC for 30 years and has trained many high-end management talents, and he has opened up branches in the technology industry. For example, the current CEO of MediaTek, Cai Lixing, and the chairman of Acer, Chen Junsheng and others. When Zhang Zhongmou talked about Liang Mengsong, he had spoken. With regret, he said that he had failed to retain people as he had hoped; for Cai Lixing, who had no chance of succession with TSMC, he rarely said 'quite to give up'.
TSMC is influential, except for Zhang Zhongmou’s two successors, namely the current co-president Liu Deyin and Wei Zhejia’s complete experience, including the current SMIC Independent Director Jiang Shangyi, SMIC’s co-CEO Liang Mengsong, and the Academia Sinica’s Academician Lin Benjian etc. TSMC’s former research and development general manager. As for Duntai Chairman Hu Zhengda, Mao Di Chairman Zhang Bingheng, and macro Chairman Lin Kunyi, etc., all also held positions as deputy general managers in TSMC.
Zhang Zhongmou, who attaches great importance to talented people, had previously received media interviews with Jiang Shangyi, Cai Lixing, and used 'special favorably' as a commentary. The words were full of love and cherish. For Jiang Shangyi, when he was a competitor, SMIC was an independent director, Zhang Zhongmou He did not think that Chiang had made any adverse event on TSMC. He still regarded him as a friend. For Cai Lixing, who had no chance of succession due to the layoffs in 2009, Zhang Zhongmou rarely said 'quite.'
Zhang Zhongmou, who has always had a good opinion of Liang Mengsong, also revealed to the media for the first time that Liang was very loyal before he left TSMC. Well, the office in Taipei still keeps a photo taken by Liang and his wife 16 years ago; the only way to let Zhang Zhongmou feel discounted The reason was that Liang left the company after leaving TSMC to go to Samsung. SMIC. Zhang Zhongmou said with regret that in 2008, when he knew that Liang had to leave TSMC, he had worked very hard to retain people, but after all he failed to do so.
After Zhang Zhongmou decided to hand over the sticks to Liu Deyin and Wei Zhejia in 2013, Chen Junsheng, deputy general manager of TSMC’s senior business, took down the position of Acer as a global president and chief executive officer. Chen Junsheng once took out a slogan with the word “Optimism” written on it. Is a competitive advantage. 'The paper of optimism is a competitive advantage. It was disclosed by the former boss in 2009. He is also very sympathetic to his cultivation and is showing the love of Zhang Zhongmou. Zhongshi Shibao
3. Wei Zhejia: TSMC's 5-nanometer trial production in the first quarter of next year;
TSMC’s (2330) co-CEO Wei Zhejia explained the business report to shareholders on behalf of TSMC. He said that 2017 was a year of steady growth of TSMC, and revenue, net profit and earnings per share were all new. TSMC’s leading technology, Superior manufacturing, and continued commitment to R&D and capacity investment, allow TSMC to tap opportunities in mobile devices, high-performance computing, Internet of Things and automotive semiconductors. TSMC's latest 5-nanometer technology development meets 2019 season 1 pilot production The goal is to improve the performance of the chip and improve the yield of the SRAM development carrier. The customer test chip has already entered production. He said that 'become a representative factory' is the core of TSMC's strategy. Through the expansion of technology and services, we An open platform was created to welcome all innovators in the semiconductor industry to innovate and quickly market their products. TSMC meets growing technology with the most comprehensive technology portfolio and large and flexible production capacity. Specific requirements allow us to establish a wide network to capture the ever-changing wave of product innovation in the semiconductor industry. 2017 TSMC sees continued expansion of computing applications in the cloud and devices; Advanced mobile technologies are used in major mobile products with rich functionality; Safer, smarter, and greener vehicles drive the strong demand for automotive semiconductors; and The ubiquitous connectivity environment has been Ready to achieve the exciting growth of the Internet of Things. Artificial intelligence is expected to be embedded in all of the aforementioned applications. As a 'factory of everyone', TSMC participates in these growing industries in the industry and expands our expertise in the professional Market share in circuit manufacturing services. In 2017, TSMC continued to make significant advances in advanced process technology: 10nm entered mass production at the fastest pace ever, and its first year of production volume accounted for annual production. 10% of all wafer sales; The leading 7nm process in the industry has moved from R&D to the manufacturing stage, and volume production is expected to begin in the second quarter of 2018. The 7nm enhanced process will also enter trial production in 2018. The company’s wafer 18 plant was grounded in January 2018 and will use Ultraviolet Extreme (EUV) lithography to produce 5-nanometer processes. In volume production in the Republic of China in 1999. In addition, TSMC's proprietary CoWoS® (Chip on Wafer on Substrate) and Integrated Fan-Out (InFO) advanced packaging solutions will continue to be used for high-performance computing. Customers of products and other high-speed product applications enthusiastically adopted. TSMC's major achievements in 2017 include: • Shipment volume of wafers increased by 8.8% from 2016, reaching 10.5 million wafers in 12 units. • Advanced process Sales of technology (more advanced processes at 28 nm) accounted for 58% of total wafer sales, up from 54% in 2016. • Provided 258 different process technologies and produced 9,920 different products for 465 customers. • The market share of professional IC manufacturing services has continued to grow for 8 consecutive years, reaching 56%. In 2017, despite a strong appreciation of NT$, TSMC’s consolidated revenue for the year reached NT$977.45 billion. The company's net profit after taxation was NT$431.11 billion. Its EPS was RMB 13.23 per share, compared with the net profit after tax of RMB 334.25 billion and the earnings per share for the previous year. 12.89 yuan each increased by 3%. TSMC's gross profit margin in 2017 was 50.6%, compared with 50.1% in the previous year; due to the increase in the proportion of R&D expenditure, the operating profit rate in 2017 was 39.4%, compared with 39.9% in the previous year. The rate of profit was 35.1%, which was 0.2% lower than the 35.3% after-tax net profit rate of the previous year. In addition, TSMC has already distributed a cash dividend of 6 yuan per share for the previous year's 2016 earnings. It was increased to NT$7 per share. TSMC increased its R&D expenses in 2017, which is 13.5% more than in 2016. It also launched a large number of new technologies to meet customer needs and continue its technical leadership. Due to differences in technology mix. In terms of diversity and diversity, TSMC’s number of product designs for 28nm/22nm technology in 2017 has created a new product. To further enhance technical performance, TSMC has also developed 22nm ultra low power (22ULP) and ultra-low 22nm. Leakage (22ULL) technology to support IoT and RF related applications. We are confident that TSMC will continue to strengthen its performance, strong manufacturing capabilities, and the advantages of flexible production capacity can be further strengthened in the next few years 28 M/22 Nanotechnology Status. TSMC's 16-nanometer fin field-effect transistor (16FinFET) technology has reached volume production for the fourth year in 2018 and its performance remains strong. The rich product design verdict covers various mainstream smart types. Mobile phones, cryptocurrencies, artificial intelligence, graphics chips, and RF products. We continue to expand our technology portfolio to develop 12-nanometer thin (12FFC) processes in 2017 to reduce chip size and increase power efficiency to support mobility and consumerism. Electronic products, digital TV and IoT applications. The 10-nm fin field-effect transistor technology began mass shipments in early 2017, successfully supporting a major customer's new mobile product. Due to more aggressive process miniaturization, The process technology can provide customers with superior density and cost advantages, support customers in the performance-driven market, including application processors, mobile communications baseband, and special application chip (ASIC) CPUs. Therefore, we look forward to 10nm services In 2007, TSMC was able to continue to grow. In 2017, TSMC successfully launched 7-nanometer technology. The adoption degree of customers is quite enthusiastic. 201 7-year customer product design has been finalized for more than 10 products. It is expected that the customer product design will exceed 50 by the end of 2018. TSMC's 7-nanometer enhanced process technology is expected to be launched in 107 years of the Republic of China. Compared to 7-nanometer technology, It has demonstrated the same level of yield in the 256Mbit SRAM chip. In addition, the development of TSMC's 5-nanometer technology is in line with the 2019 trial production target in the 1st quarter. Both the chip performance and the SRAM development carrier yield rate are in line with the progress of the customer test. The chip has already entered production. In terms of advanced packaging technology, TSMC's second-generation integrated fan-out (InFO) packaging technology supporting advanced mobile products was mass-produced in 2017, and the integrated fan-out and substrate supporting high-performance computing products ( InFO_oS) packaging technology is expected to be completed by 2018. TSMC's intermediate CoWoS® technology has been expanded to 12nm and is actively developing 7nm solutions to further support the requirements for high-performance computing applications such as artificial intelligence, data servers, and Netcom. TSMC's Open Innovation Platform® (OIP) Design Ecosystem is designed to assist customers in making innovative products faster As an important factor in the listing, we have continued to work with the partners of the Design Ecosystem to expand our database and Silicon Wealth portfolio to more than 16,000 projects in 2017. In 2017, TSMC has provided more than 9,000 on TSMC-Online. With over 100,000 process design kits and more than 300 technical documentations, customers have downloaded more than 100,000 technical files and process design kits for the year. Future Outlook, TSMC's Enduring Business Model, Cross-industry Design Ecosystem Partnership, and Coverage Integrity, Commitment, Core Values of Innovation and Customer Trust are the solid foundations that make us a 'one-man factory' and create a win-win partnership between TSMC and IC innovators. TSMC will continue Advanced semiconductor process technology and enhanced manufacturing capabilities to meet the increasing demands of customers and exposure to the front line of innovation kinetic energy. As the application of technology and terminal products in the new digital era has undergone unprecedented changes, TSMC's professional product The business model of body circuit manufacturing services will still be the cornerstone of our success, TSMC’s business The industry model will continue to lead us in creating value and earn generous returns for shareholders. (Xiao Wenkang/Hsinchu News) Apple Daily
4. Zhang Zhongmou proposes three future challenges for TSMC and three strategies for retaining the company;
For the future of the foundry leader TSMC, Zhang Zhongmou poses three severe challenges, namely, competitors, investment environment and international disputes. He emphasized that competitors should rely on high-tech level, which is also the need for enterprises to stay Pay attention to the focus.
According to Zhang Zhongmou, the challenges faced by TSMC are many. In the commercial competition, TSMC has competitors in both advanced and mature processes. These are the challenges of TSMC. In the face of the progress and challenges of future competitors, TSMC needs a lot of manpower. Economic resources to deal with.
In terms of the investment environment, Zhang Zhongmou emphasized that TSMC’s main base in Taiwan still faces environmental problems and challenges such as water, electricity, and land. These require the full cooperation and assistance of the government. So far the supply has been smooth.
The last challenge, Zhang Zhongmou, said is that it is an international dispute, such as the recent US-China trade war. If the US and China finally develop into confrontation levels, TSMC customers cover the United States and China, and TSMC is part of the global supply chain. The relationship is tense and business will naturally be affected.
The brain drain is also an important issue faced by the Taiwanese industry in recent years. To this end, Zhang Zhongmou also proposed three major tips for retaining talents, including high pay, to let employees like their work and let employees see their future.
For the method of how to retain talented people, the first priority that Zhang Zhongmou proposed is good remuneration. He said that talented people often have industry corners. Therefore, to provide better compensation, this is the first step in retaining talents.
However, Zhang Zhongmou also mentioned that if a competitor has locked in a specific person, he may be able to excavate his reward at a rate several times higher than the current one. However, the company’s operations cannot be fully followed up. Therefore, Zhang Zhongmou said that the second to retain talent is The secret is to let every employee like his job.
He stressed that in this regard, it is important to balance the work and life of employees. In his own words, the time spent in the office every week is 40 to 50 hours, and the rest of the leisure or at home can also be easily thought of. To work, this is to balance life and work.
The third is to make everyone feel that there is a future in the company. This is also the task of the company's senior executives. To make employees feel that they stay in this company, the future development is promising, competitive, and very fortunate. TSMC’s industry and business model is, in the long run, a promising industry. Economic Daily
5. Zhang Zhongmou's retired "iPhone heart Taiwan plot how to grab Apple orders in the year;
The story behind the story is that a R&D team composed of nearly a hundred employees from TSMC has been quietly stationed at the headquarters of Apple in the United States since the end of 2011. It forms a cross-departmental "One Team," only to lead the world and mass-produce Apple's needs. The most advanced twenty nanometer process.
This crucial battle successfully left Samsung behind! For Taiwan, this is not just a wrestle between two big international companies, but also a national power struggle for semiconductor technology.
Bite under the apple —One Team Corps Counterattack Samsung
TSMC Wafer No. 14 Plant is the world's first mass production plant with the most advanced 20-nanometer process, and it is the world's largest semiconductor manufacturing center, which affects TSMC's 37% revenue share. Nanke, which was already TSMC 20 in 2014 In the production process of nanometer process and 16nm process, the advanced 5nm and 3nm process will also be added to become the world's largest semiconductor manufacturing center.
However, the most critical order in this huge factory building is the heart of the Apple iPhone 6, the A8 processor.
Since the end of 2011, TSMC has sent a R&D team with nearly 100 employees to the headquarters of Apple in the United States, actively fought for orders for the A8 processor, and formed the 'One Team' across divisions. The only way to lead the world is to produce the most advanced 20 nanometers required by Apple. Process.
Guaranteed Prudential Verification to Prevent Samsung from Arresting
TSMC has invested a lot of resources, not only for orders from Apple, but also to compete with Zhang Zhongmou’s frightening opponent, Samsung in South Korea. For many people in Taiwan, this is not just a PK between two international companies. Implicit in the national competitiveness of semiconductor technology.
At the TSMC Nanke 16 plant, more than 10,000 people worked relays day and night to get the Apple processors to ship smoothly. For this product, they spent several hundred million yuan to develop two versions, one of which finally got Apple at the end of 2013. Recognition.
Apple orders also set a record for the fastest increase in TSMC shipments, contributing approximately 7% of TSMC’s revenue in just one year, which is estimated to be approximately RMB50 billion. It is expected to rank among the top three customers of TSMC. More importantly, TSMC has used to be in the past. Only through the indirect supply of iPhone chips such as Qualcomm, this time finally bite the apple.
Foreign analysts estimate that Apple's family has eaten 20-tonnage production capacity of 70% to 80% of TSMC, plus orders from Qualcomm, MediaTek, etc. The capacity utilization rate will be 100% by the end of the year and customers will try their best to grab it. ' The production capacity makes TSMC a seller's market.
TSMC defeated Samsung and won the victory. Global heavyweight foreign investment continued to buy shares from the end of 2011, and TSMC took the position of Taiwan's largest weight stock.
Time is back in 2012. The hot sales of iPhone and iPad have pushed Apple’s ranking in the world’s semiconductor procurement masters forward. Although TSMC was the dominant player in mobile phone processors at the time, it was only missing Apple. This order, this is for Zhang Zhongmou, is always missing something. In particular, this big single is held firmly by Samsung.
Although it started in 2011, Apple actively 'goes to Samsung', but wants to win the love of Samsung's major customers who contributed about half of their revenues to the logic department. The first challenge that TSMC has to face is Silicon Smart (IP). ). From both parties' exposure to formal orders, as long as the chips are developed smoothly, it is usually possible to enter volume production from one year to one and a half years. However, TSMC's bid for Apple orders will take more than two years.
The reason is that once Apple’s taboo is transferred to a single TSMC, the follow-up will trigger a mutual patent between Samsung and TSMC, so TSMC will submit its IP to Apple before August 2012 to ensure that the risk of bill transfer is minimized.
When Samsung staff visited foreign analysts, they often intentionally or unintentionally mentioned that 'as long as TSMC dares to do it, we must say,' attitude; This message made Apple and TSMC spend more time than usual to verify, it is reported that TSMC More than 50 employees were dispatched to Apple headquarters. Everyone signed a confidentiality agreement before departure. They first helped Apple solve the A6 processor design problem (which has been used on the iPhone 5) and then assisted with certification.
In the past, Samsung was able to exclusively eat a big list of Apple processors because Samsung had a complete silicon intellectual property that spans logic and memory. Now that TSMC Silicon Wealth has passed the certification of Apple, the possibility of winning orders has also increased. .
Rush to build the plant
After solving the IP problem, production capacity is another level.
In October 2012, under the sun, the TSMC 15 plant opposite the China Bureau of Science and Technology completed the building appearance at the beginning of the year. After several months of continuous operation, the equipment installation operation was in full swing. The operators described the speed as 'very close to crazy'. It was during the period of Chengping. More than three times, the company has entered the final stage of continuous work, and it has gradually increased its capacity. In the first half of 2013, the equipment factory army will also move to TSMC's bamboo plants. These 12 plants will be combined with the Nanke factory that expanded from August. , is TSMC to accept the three major flagship mobile phone processors.
In that year, TSMC fully invested a huge sum equal to half of its revenues in capital expenditures. Extensive depreciation equipment amortization in the future would not seem to be able to stop TSMC’s enthusiasm. It has to fight for the first mass production. Advanced 20-nanometer foundry supplier.
Actively expand production, not only to meet existing customers, but also to build enough capacity for Apple's possible order demand. This also foresees TSMC's cooperation with Apple to produce A8 processors at 20nm, which will be used in Apple in 2014. iPhone and iPad.
The defense line connects the Samsung order to the investment company
However, this order is equally critical for South Korea's Samsung headquarters 1530 kilometers away in Hsinchu Science Park.
Without Samsung’s orders for all foundries such as Apple’s processors, the logic chip unit’s revenue may be less than US$1 billion and less than half of the remaining. This also implies that Samsung must find a way to find something other than Apple within a year. The major customers fill up the demand space after Apple's gradual transfer of orders. Qualcomm, Huida, and other major customers of TSMC are certainly the priority list.
This has also caused more and more moves between TSMC and Samsung. The earlier this time, South Korean employees had been ionized from Taiwan, and some of the secrets were still missing. This happened to the semiconductor industry.
At the time, Samsung employees were frequently exposed to foreign analysts, and they spread a wide range of news, including that the Apple A7 processor would not be owned by a TSMC company, Samsung would still have half the chance to retain Apple’s next-generation processor orders, etc. Try to make market consensus not to fall toward TSMC.
On the other hand, Samsung also intends to release orders for 4G LTE chips, and hopes to place orders for TSMC, and take a look at the actualities of TSMC's process technology. However, TSMC may not be able to enter the factory area after it has become a direct customer. The possibility of leakage may require Samsung to cooperate creatively with TSMC-funded design service company, and then creatively to TSMC to produce 4G LTE chips, as a direct line of defense with Samsung.
For the largest order for a single product in history, Apple, Samsung, and TSMC have come to me for the tripartite support. After TSMC officially won the order for the A8 processor in 2014, we will see it.
The large-size mobile phone iPhone 6 has become an important milestone for Apple to secure the throne of the smart phone. For the first time TSMC has eaten a single apple, it is not only laying the cornerstone for future stock prices, but also leaving Samsung behind.
In addition to Apple's iPhone OEM orders for A-series chips, including chips for handling complex tasks such as artificial intelligence (AI) and self-driving cars, TSMC is also ahead of Samsung in advanced 7-nanometer process technology, and the key competition between the two. It is expected that it will fall in 2019. It will be the first report card that will be released when Samsung will remove Samsung.
(Excerpted from "Business Week" 1391. 20140717, January 29, 20121011) Business Weekly
6. Zhang Zhongmou's circle of friends;
"When a child is born like Zhang Zhongmou and when a daughter is a woman like Wang Xuehong," this is a popular word in the business community in Taiwan. Wang Xuehong is still young. She has created the glory of HTC and may continue to be brilliant. Zhang Zhongmou is old, and he has lived in his life. Spend.
There is also a buzzword: 'The semiconductor industry does not know Zhang Zhongmou, just like the software industry does not know Bill Gates.'
Before the age of eighteen, Zhang Zhongmou was all on the mainland. He was born in Ningbo, Zhejiang Province. In order to avoid war, his father Zhang Weiguan turned around with his family in 6 cities. Zhang Zhongmou studied in 10 schools and sent Journey to the West before he was 10 years old. , The Outlaws of the Marsh, The Romance of the Three Kingdoms. After childhood in Hong Kong, went to Chongqing Nankai Middle School to study. In 1949, 18-year-old Zhang Zhongmou entered the Harvard University in the United States, the school more than 1,000 freshmen, he is the only Chinese.
His greatest glory has two points. First, he invented the foundry model and created a new industry in the world. The second is that the market size of TSMC (39.54, -0.43, -1.08%) he founded accounts for the entire world. More than 56% of the world, one in every two chips in the world is produced by TSMC. This semiconductor giant has no one to surpass in at least five years in the world.
Today, on June 5, 2018, he retired.
From the age of 23 to the semiconductor industry, it is now 87. Nowadays, in the semiconductor industry in the world, many despise him as an 'idol', a 'father', and of course, some people regard him as an 'enemy'. These friends are not waiting for him. generation.