台积电集成创新模式分析

Core Viewpoint - TSMC has established itself as the absolute leader in the global foundry industry through integrated innovation, driven by demand, technology leadership, deep collaboration, and an ecosystem of mutual benefits [2] Group 1: Integrated Innovation System - TSMC's success is attributed to a demand-driven, technology-led, deeply collaborative, and ecosystem-oriented integrated innovation system that connects demand insights to value realization [2] - The company has created a diverse product supply capability by integrating customer needs through innovative business models and a customer-first strategy [3] - TSMC's "customer-first" strategy emphasizes growth and shared success with high-quality clients, exemplified by its partnership with Apple, where TSMC absorbed defect costs to support Apple's chip orders [4] Group 2: Technological Leadership - TSMC maintains its position as a technology leader by deeply researching and mastering processes, equipment, and materials, leading to significant advancements in wafer fabrication and packaging technologies [5] - The company has consistently outpaced competitors, achieving milestones such as the first 7nm process in 2018, 5nm mass production in 2020, and plans for 2nm production by 2025 [5] Group 3: Organizational Efficiency - TSMC has adopted a fluid organizational structure to break down departmental barriers, ensuring effective collaboration between R&D and production [6] - The company has implemented a "headquarters innovation + global production" strategy, allowing for efficient conversion of laboratory results into mass production [7] Group 4: Ecosystem Collaboration - TSMC fosters a multi-win ecosystem through investments, joint R&D, and platform integration with industry partners [8] - The company has engaged in strategic investments, such as acquiring a 15% stake in ASML to ensure priority supply of critical equipment and materials [10] - TSMC's establishment of the TSMC Alliance promotes collaboration among customers, partners, and suppliers, enhancing competitiveness and innovation within the semiconductor industry [11]