search
HomeTechnology peripheralsIt IndustryWith an output value of US$250 billion in 2023, TSMC proposes the concept of 'OEM 2.0': covering packaging, testing, photomasks, etc.

According to news from this website on July 19, TSMC launched the concept of "wafer foundry 2.0" at its second quarter financial report conference held yesterday, further including packaging, testing, photomask manufacturing and other fields, hoping to re- Define the foundry industry. Wei Zhejia said that TSMC's 3 nm and 5 nm demand is strong. This year, AI and smartphones will have great demand for advanced processes. The wafer foundry market will grow by 10% year-on-year in 2024. This site quotes data from research firm TrendForce. According to the traditional definition of foundry, TSMC’s market share in the first quarter was 61.7%.

2023 年产值 2500 亿美元,台积电提出“代工 2.0”概念:涵盖封装、测试、光掩模等

Wei Zhejia: TSMC leads the wafer foundry market

1. TSMC wafer foundry market share

According to the new wafer foundry definition, TSMC’s wafer foundry business market share in 2023 28%, and is expected to further increase this year.

2. "Wafer Foundry 2.0" Concept

Based on the existing wafer foundry, the "Wafer Foundry 2.0" concept also covers:

  1. Packaging
  2. Testing
  3. Photomask production ( In the IC production process, photolithography technology is used to form patterns on semiconductors)
  4. IDM industry that does not include memory manufacturing

3. The reason why TSMC promotes "wafer foundry 2.0"

TSMC promotes "wafer foundry 2.0" One of the reasons for "Industry 2.0" is that IDM manufacturers have intervened in the foundry market, and the boundaries of wafer foundry are gradually blurring.

2023 年产值 2500 亿美元,台积电提出“代工 2.0”概念:涵盖封装、测试、光掩模等

TSMC believes that the new definition can better reflect TSMC’s expanding market opportunities (addressable market). TSMC will only focus on the most advanced back-end technologies to help customers create forward-looking products.

TSMC believes that under the new definition, the wafer manufacturing output value in 2023 will be close to US$250 billion, while the old definition was about US$115 billion.

The above is the detailed content of With an output value of US$250 billion in 2023, TSMC proposes the concept of 'OEM 2.0': covering packaging, testing, photomasks, etc.. For more information, please follow other related articles on the PHP Chinese website!

Statement
The content of this article is voluntarily contributed by netizens, and the copyright belongs to the original author. This site does not assume corresponding legal responsibility. If you find any content suspected of plagiarism or infringement, please contact admin@php.cn
Building a Network Vulnerability Scanner with GoBuilding a Network Vulnerability Scanner with GoApr 01, 2025 am 08:27 AM

This Go-based network vulnerability scanner efficiently identifies potential security weaknesses. It leverages Go's concurrency features for speed and includes service detection and vulnerability matching. Let's explore its capabilities and ethical

Top 10 Best Free Backlink Checker Tools in 2025Top 10 Best Free Backlink Checker Tools in 2025Mar 21, 2025 am 08:28 AM

Website construction is just the first step: the importance of SEO and backlinks Building a website is just the first step to converting it into a valuable marketing asset. You need to do SEO optimization to improve the visibility of your website in search engines and attract potential customers. Backlinks are the key to improving your website rankings, and it shows Google and other search engines the authority and credibility of your website. Not all backlinks are beneficial: Identify and avoid harmful links Not all backlinks are beneficial. Harmful links can harm your ranking. Excellent free backlink checking tool monitors the source of links to your website and reminds you of harmful links. In addition, you can also analyze your competitors’ link strategies and learn from them. Free backlink checking tool: Your SEO intelligence officer

Another national product from Baidu is connected to DeepSeek. Is it open or follow the trend?Another national product from Baidu is connected to DeepSeek. Is it open or follow the trend?Mar 12, 2025 pm 01:48 PM

DeepSeek-R1 empowers Baidu Library and Netdisk: The perfect integration of deep thinking and action has quickly integrated into many platforms in just one month. With its bold strategic layout, Baidu integrates DeepSeek as a third-party model partner and integrates it into its ecosystem, which marks a major progress in its "big model search" ecological strategy. Baidu Search and Wenxin Intelligent Intelligent Platform are the first to connect to the deep search functions of DeepSeek and Wenxin big models, providing users with a free AI search experience. At the same time, the classic slogan of "You will know when you go to Baidu", and the new version of Baidu APP also integrates the capabilities of Wenxin's big model and DeepSeek, launching "AI search" and "wide network information refinement"

Behind the first Android access to DeepSeek: Seeing the power of womenBehind the first Android access to DeepSeek: Seeing the power of womenMar 12, 2025 pm 12:27 PM

The rise of Chinese women's tech power in the field of AI: The story behind Honor's collaboration with DeepSeek women's contribution to the field of technology is becoming increasingly significant. Data from the Ministry of Science and Technology of China shows that the number of female science and technology workers is huge and shows unique social value sensitivity in the development of AI algorithms. This article will focus on Honor mobile phones and explore the strength of the female team behind it being the first to connect to the DeepSeek big model, showing how they can promote technological progress and reshape the value coordinate system of technological development. On February 8, 2024, Honor officially launched the DeepSeek-R1 full-blood version big model, becoming the first manufacturer in the Android camp to connect to DeepSeek, arousing enthusiastic response from users. Behind this success, female team members are making product decisions, technical breakthroughs and users

DeepSeek's 'amazing' profit: the theoretical profit margin is as high as 545%!DeepSeek's 'amazing' profit: the theoretical profit margin is as high as 545%!Mar 12, 2025 pm 12:21 PM

DeepSeek released a technical article on Zhihu, introducing its DeepSeek-V3/R1 inference system in detail, and disclosed key financial data for the first time, which attracted industry attention. The article shows that the system's daily cost profit margin is as high as 545%, setting a new high in global AI big model profit. DeepSeek's low-cost strategy gives it an advantage in market competition. The cost of its model training is only 1%-5% of similar products, and the cost of V3 model training is only US$5.576 million, far lower than that of its competitors. Meanwhile, R1's API pricing is only 1/7 to 1/2 of OpenAIo3-mini. These data prove the commercial feasibility of the DeepSeek technology route and also establish the efficient profitability of AI models.

Midea launches its first DeepSeek air conditioner: AI voice interaction can achieve 400,000 commands!Midea launches its first DeepSeek air conditioner: AI voice interaction can achieve 400,000 commands!Mar 12, 2025 pm 12:18 PM

Midea will soon release its first air conditioner equipped with a DeepSeek big model - Midea fresh and clean air machine T6. The press conference is scheduled to be held at 1:30 pm on March 1. This air conditioner is equipped with an advanced air intelligent driving system, which can intelligently adjust parameters such as temperature, humidity and wind speed according to the environment. More importantly, it integrates the DeepSeek big model and supports more than 400,000 AI voice commands. Midea's move has caused heated discussions in the industry, and is particularly concerned about the significance of combining white goods and large models. Unlike the simple temperature settings of traditional air conditioners, Midea fresh and clean air machine T6 can understand more complex and vague instructions and intelligently adjust humidity according to the home environment, significantly improving the user experience.

See all articles

Hot AI Tools

Undresser.AI Undress

Undresser.AI Undress

AI-powered app for creating realistic nude photos

AI Clothes Remover

AI Clothes Remover

Online AI tool for removing clothes from photos.

Undress AI Tool

Undress AI Tool

Undress images for free

Clothoff.io

Clothoff.io

AI clothes remover

AI Hentai Generator

AI Hentai Generator

Generate AI Hentai for free.

Hot Article

R.E.P.O. Energy Crystals Explained and What They Do (Yellow Crystal)
3 weeks agoBy尊渡假赌尊渡假赌尊渡假赌
R.E.P.O. Best Graphic Settings
3 weeks agoBy尊渡假赌尊渡假赌尊渡假赌
R.E.P.O. How to Fix Audio if You Can't Hear Anyone
3 weeks agoBy尊渡假赌尊渡假赌尊渡假赌
WWE 2K25: How To Unlock Everything In MyRise
3 weeks agoBy尊渡假赌尊渡假赌尊渡假赌

Hot Tools

Safe Exam Browser

Safe Exam Browser

Safe Exam Browser is a secure browser environment for taking online exams securely. This software turns any computer into a secure workstation. It controls access to any utility and prevents students from using unauthorized resources.

Notepad++7.3.1

Notepad++7.3.1

Easy-to-use and free code editor

Dreamweaver CS6

Dreamweaver CS6

Visual web development tools

MinGW - Minimalist GNU for Windows

MinGW - Minimalist GNU for Windows

This project is in the process of being migrated to osdn.net/projects/mingw, you can continue to follow us there. MinGW: A native Windows port of the GNU Compiler Collection (GCC), freely distributable import libraries and header files for building native Windows applications; includes extensions to the MSVC runtime to support C99 functionality. All MinGW software can run on 64-bit Windows platforms.

PhpStorm Mac version

PhpStorm Mac version

The latest (2018.2.1) professional PHP integrated development tool