Core Viewpoint - TSMC, as a pure foundry, has established itself as a reliable manufacturing partner for fabless chip design companies, overcoming initial technological gaps and evolving into a dominant player in the semiconductor industry [1][3][8]. Group 1: Early Challenges and Technological Development - TSMC faced significant challenges in its early years, with a technology gap of two process nodes compared to leading manufacturers, which necessitated starting with less advanced orders [1][3]. - By 1991-1992, TSMC had narrowed the technology gap to one process node, leading to an influx of orders from fabless companies [3][8]. - The first significant order came from Intel for the MCU 80C51 chip, which marked a pivotal moment in TSMC's early success [3][4]. Group 2: Strategic Partnerships and Market Position - TSMC's refusal to create a production line identical to Intel's, opting instead to develop its own systems, established its reputation as a qualified foundry [4][5]. - Following Intel's certification, TSMC gained orders from other vertical manufacturers, solidifying its market position [5][7]. - By 2004, TSMC held a 47% market share in the foundry sector, which increased to 61% by 2023, showcasing its growth and dominance [8]. Group 3: Evolution of Clientele and Industry Impact - TSMC's client base evolved from primarily vertical manufacturers to a majority of fabless companies by 2004, reflecting a significant shift in the semiconductor industry [8][9]. - Notable clients included Altera, ATI, and Qualcomm, indicating TSMC's integral role in the semiconductor ecosystem [8][10]. - TSMC's platform model has been crucial for companies like NVIDIA and Qualcomm, enabling them to innovate without competing directly with TSMC [9][17]. Group 4: Technological Advancements and Market Dynamics - TSMC's advancements in process technology below 10nm have driven innovation in high-performance computing and AI applications [19]. - Intel's decision to establish a foundry division and later outsource production to TSMC highlights the industry's shift towards separation of design and manufacturing [19][20]. - TSMC's role as a trusted foundry has allowed it to serve multiple clients, including Apple and AMD, without conflict, reinforcing its position in the market [18][19].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容编译自天下杂志，谢谢。 每一部智能手机。每一项人工智能突破。每一辆自动驾驶汽车。每一次太空任务。它们都有一个共 同点：台湾。 在数字技术定义生活和工业各个方面的时代，台湾已悄然成为地球上最重要的岛屿。这股力量的核 心是台湾半导体制造公司（TSMC），它是世界上最先进、最值得信赖和不可或缺的芯片制造商。 台积电不仅仅是一家公司，更是全球创新的推动力。这不是世界可以简单重建的东西；无论投入多 少资金建设新工厂、提供多少补贴或进行多少地缘政治重组。 如今，随着特朗普时代关税的回归和全球贸易武器化的日益增强，保护台湾在科技生态系统中的地 位面临的风险从未如此高昂。 台湾对完美的不懈追求 台湾在半导体领域的主导地位，核心在于独特的思维模式。精益求精——追求完美。 台湾不满足于"足够好"。它不打价格战，也不追逐短期利润。它靠精湛技艺竞争。台积电为苹 果、AMD、Nvidia、高通等数百家公司生产芯片。它生产了全球 90% 以上的最先进半导体，并 在全球市场遥遥领先。其设施的运行精度达到亚原子级，精确到纳米的几分之一。 即使是台积电最接近的竞争对手也难以跟上。其 3nm ...