TSMC has advanced process technology leadership and professional wafer foundry advantages, and its leading position in the industry is still difficult to shake, while the pursuers Samsung and Intel are eyeing them.Today, Juheng.com wrote an analysis and pointed out that in addition to continuing to expand production and sprint advanced process technology, Samsung and Intel alsoActively adopt various strategies such as mergers and acquisitions, cooperation with competitors, and equipment grabbingcatching up with TSMC.
Samsung has been making frequent moves recently.Announced in late May to spend $360 billion in capital spending over the next 5 yearsLocked in the fields of semiconductors, biomedicine and communications, although details such as the proportion of capital expenditure investment in each business have not been disclosed, Samsung will focus on investing in the semiconductor field.It is estimated that the scale of semiconductor investment in the next five years will exceed 100 billion US dollars.
In addition to large-scale investment, in order to compete for EUV equipment, it is reported that Samsung Group Vice Chairman Li Zaiyong will go to the Netherlands next week to visit ASML, a major semiconductor equipment manufacturer, with the goal of obtaining the most advanced lithography machine.
In addition, it was reported in April that Samsung would set up a special working group, directly managed by Vice Chairman Han Jong-hee. The members of the group include the planning and strategy department, and about 10 senior executives and employees from each department to speed up mergers and acquisitions; and this When Lee Jae-yong went to the Netherlands, the outside world also expected,Lee Jae-yong to explore M&A opportunities to accelerate semiconductor business growth.
Juheng.com’s report also pointed out that Intel’s actions are also active, reflecting the market strategy of “the enemy of the enemy is a friend”. CEO Kissinger went to South Korea to meet with Lee Jae-yong last week. Cooperation in many fields such as foundry, PC and mobile terminals.
Industry analysts pointed out thatIntel intends to spread the risk of relying on TSMC by strengthening cooperation with Samsungseeking more support for Samsung’s foundry capacity.