As we all know, with the continuous development of the semiconductor chip market, the demand for chips by technology companies has also begun to increase, which has also made the major chip giants earn a lot of money, such as Qualcomm relying on the development of the chip industry, one The profit earned from the Chinese market in the year is tens of billions; and TSMC has become the hegemon in the global chip foundry field by relying on foundry chips; although the chip field is indeed very profitable, the United States GF However, there have been losses for years. After three years of losses, the 70 billion chip project was unfinished and lost to China, now GF is finally making money!
When mentioning GF, a chip manufacturer like TSMC, in China, many people are not familiar with it. In fact, GF's chip production capacity is also very strong, and it has even surpassed my country's local chip production giant SMIC; In the field of international chip production, the strength of GF is second only to the two giants of TSMC and Samsung, ranking third, which shows how powerful its strength is. However, under the continuous squeeze of TSMC and Samsung, Grid The life of Xinxin is actually not easy!
In the field of chip production, TSMC’s strength is unquestionable. Especially in the high-end chip production areas of 7nm and 5nm, TSMC has almost won all high-end chip production orders from chip companies such as Apple, Qualcomm, and Intel. , And the remaining part of the low-end chip market is divided up by South Korea’s Samsung Semiconductor. In fact, there is not much market share left to GF in the field of chip foundry; and GF has also been split and acquired Waiting for the continuous quagmire, this has also made GF have been in a state of loss. In the past three years, GF has lost a total of 35 billion!
In order to seize the opportunity and quickly catch up with TSMC and Samsung, GF also planned to establish its own 7nm chip factory in China. After continuous selection, Chengdu and GF finally signed a contract to establish a 70 billion chip production plant; Grid Chips wants to use the Chinese chip market to quickly improve its position and achieve profitability; Chengdu wants to use the development of GF to build a semiconductor industry base in the western region; but I did not expect that after the chip ban, all this All were in vain. Under various restrictions, GF also had to sell its machines and factories and defeated the Chinese market!
After the 70 billion chip project was unfinished and lost to China, GF returned to the domestic market in the United States. At this time, there was a shortage of chips in the global chip market. GF also seized the opportunity and started to regroup for development. This time, GF The core learning is smart, starting from the mature technology chip market that the market urgently needs, and producing mature technology chips for the market. This will quickly make GF profitable. The latest financial report of GF shows that it will be the third in 2021. In the quarter, GF finally achieved a profit of 5 million U.S. dollars!
It can be said that the development of GF is relatively bumpy, which also shows that the development of the chip production market is not as easy as we imagined. In the chip production market, the Matthew effect of enterprise development is also very obvious. There is TSMC in the high-end chip market. There is Samsung in the low-end chip market, and only some market orders in mature technology fields are left to chip manufacturers such as GF and SMIC. Therefore, this time the global chip shortage can be regarded as a chip for GF and SMIC. The development of enterprises provides opportunities, and whether they can jump up depends on their own development strength. I wonder who do you think will become the new overlord in the field of chip production in the future?