- I-TSMC ilawula ngaphezulu kwe-50% yemarike ye-semiconductor yehlabathi kwaye ingundoqo kwiinkampani ezifana ne-Apple kunye ne-NVIDIA.
- Impumelelo yayo isekelwe kwimodeli yeshishini egxile kuphela kwimveliso, italente yobugcisa kunye nokutsha rhoqo.
- Ingxaki ye-semiconductor yomeleze indawo yayo njengoko yandisa imveliso e-US naseJapan.
- Ukungavisisani kwezopolitiko kusongela indima yayo, kodwa ubunkokeli bayo betekhnoloji buhlala bunzima ukuhambelana.
Ishishini lesemiconductor li intsika esisiseko kwihlabathi lanamhlanje lezobuchwepheshe. Ukusuka kwiikhompyuter kunye neefowuni eziphathwayo ukuya kwiimoto kunye nezixhobo zonyango, Phantse yonke into ixhomekeke kwezi chips zincinci. Kulo mongo, enye inkampani igqame ngaphezu kwayo yonke enye: I-TSMC (iNkampani yokuVelisa iiSemiconductor zaseTaiwan). Ngesabelo semarike esingaphezulu kwama-50% kwimveliso yetshiphu yesiko, iye yaba a Umdlali obalulekileyo kwiinkampani zeteknoloji eziphambili zehlabathi.
Kodwa, Yintoni eyenza i-TSMC ibaluleke kangaka kwiinkampani ezinjengeApple, NVIDIA, AMD okanye iQualcomm? Ulifumene njani iadvanteji engaka ukodlula abo ukhuphisana nabo? Makhe sihlalutye eyakho ukubaluleka kolu shishino, imodeli yalo yoshishino kunye nezinto eziqinise ukongamela kwalo.
Indima ebalulekileyo ye-TSMC kwishishini le-semiconductor
I-TSMC yeyona nto iphambili kumvelisi wesekethe ehlanganisiweyo kwihlabathi, enezinto ezingaphezulu Ama-54% emarike yehlabathi. Umthengi wakhe uquka izigebenga ezifana Apple, NVIDIA, AMD kunye neQualcomm, ezixhomekeke kubo iindawo eziphambili zokuvelisa ukuphuhlisa iimveliso zabo.
Inkampani yaseTaiwan iphumelele esi sikhundla sibonga imodeli yeshishini esekwe ngokukodwa ukwenziwa kwekhontrakthi. Ngokungafaniyo neenkampani ezinjenge-Intel okanye i-Samsung, eziyila iitshiphusi zazo ukongeza ekuziveliseni, i-TSMC igxile kuphela ekuveliseni iitshiphusi eziyilwe liqela lesithathu. Esi sicwangciso simvumele ukuba atyale imali kakhulu kuphando nakuphuhliso ukuhlala phambili.
Izitshixo zempumelelo ye-TSMC
Ukongamela kwe-TSMC kwicandelo akwenzekanga nje kwaphela. Impumelelo yayo isekelwe iintsika ezintathu ezisisiseko:
- Italente yobugcisa: Ukususela ekusekweni kwayo, i-TSMC iphumelele ukutsala iinjineli eziphezulu ze-semiconductor. Abaninzi kubo bafundiswa kwiiyunivesithi zaseMelika kwaye bagqiba ekubeni babuyele eTaiwan ukuze babe negalelo ekukhuleni kwenkampani.
- Amandla olawulo: Inkampani iphucule iinkqubo zayo zemveliso ngendlela ekhethekileyo, ifezekisa a ukusebenza kakuhle kunzima ukuphindaphinda kwezinye iindawo zehlabathi.
- Iziseko zophuhliso lwezothuthoI-Taiwan ineendlela zanamhlanje kunye nothungelwano lukaloliwe oluhamba ngesantya esiphezulu oluququzelela ukuhamba kwamagcisa kunye nemathiriyeli phakathi kweefektri zayo.
Ezi zibonelelo zivumele ukuba ifikelele kumanqanaba imveliso ephezulu kunye nomgangatho kwabo bakhuphisana nabo.
I-TSMC kunye nengxaki ye-semiconductor yehlabathi
Kwiminyaka yakutshanje, imfuno yeetships ikhule ngesantya esidizayo, ibangela a ingxaki ye-semiconductor kwihlabathi jikelele. Ukunqongophala kuchaphazele amashishini amaninzi, ukusuka kubathengi be-elektroniki ukuya kwiimoto.
I-TSMC idlale indima ebalulekileyo kule ngxaki. Umthamo wayo wemveliso mkhulu, kodwa unomda, ngoko kuye kwafuneka yabela izabelo kubathengi bayo ukuzama ukuhlangabezana nemfuno. Okunye ukusuka I-90% yeeprosesa eziphambili ehlabathini zenziwa yi TSMC, enika ukuba a amandla amakhulu kushishino.
Izicwangciso zokwandisa ze-TSMC kunye nekamva
Ukuhlangabezana nemfuno ekhulayo, i-TSMC yandisa imisebenzi yayo ngokwakha iifektri ezintsha kwimimandla eyahlukeneyo kwihlabathi jikelele. Phakathi kweeprojekthi zayo kukho:
- A isityalo eArizona (USA), eya kuqalisa ukuvelisa iitshiphusi ngo-2024.
- A Umzi-mveliso omtsha eJapan, eya kuqinisa ubukho bayo e-Asiya.
- Izicwangciso zokwandisa ezinokwenzeka kwi iYurophu, kunye neJamani njengomgqatswa ophambili.
Ukongeza, inkampani iyaqhubeka kutyalo-mali kuphuhliso lwe ubuchwepheshe obutsha, ezifana ne-quantum computing, enokuguqula ngakumbi icandelo.
Impembelelo ye-geopolitical kushishino lwesemiconductor
Ukuxhomekeka kwehlabathi kwi-TSMC kukwaphakamise iinkxalabo ze-geopolitical. I-United States kunye neYurophu zikhuthaza imigaqo-nkqubo yokunciphisa ukuxhomekeka kwi-Asia kwimveliso ye-semiconductor. Ngokwenxalenye yayo, iChina izamile phuhlisa ishishini lalo letshiphu, nangona kusenjalo iminyaka emininzi ngasemva ngokwetekhnoloji.
Ukuchasana noku kuxhomekeka, urhulumente wase-US ubhengeze izicwangciso zokuxhasa ukuveliswa kweetshiphu zasekhaya kwaye ukhuthaze iinkampani ezifana ne-Intel ukuba zomeleze amandla azo okuvelisa. Nangona kunjalo, Ukukhuphisana ne-TSMC ngokomgangatho kunye nokusebenza kakuhle kuhlala kungumngeni.
I-TSMC ibe ngumdlali ophambili kwishishini letekhnoloji. Imodeli yeshishini layo, amandla ayo okuvelisa izinto ezintsha kunye nokubaluleka kwayo kwiqhinga kwimveliso ye-semiconductor Bayidibanise njengeyona nto iphambili yecandelo kuhlumo oluqhubekayo.. Njengoko imfuno yeechips iqhubeka nokunyuka kwaye Ukhuphiswano lufuna ukunciphisa ukuxhomekeka eTaiwan, Ikamva le-TSMC liya kuba lifanelekileyo kunangaphambili.
Ndingumntu othanda itekhnoloji ojike umdla wakhe we "geek" waba ngumsebenzi. Ndichithe ngaphezulu kweminyaka eli-10 yobomi bam ndisebenzisa itekhnoloji yokusika kwaye ndikhenkceza ngazo zonke iintlobo zeenkqubo ngenxa yokufuna ukwazi okumsulwa. Ngoku ndiqeqeshelwe ubugcisa bekhompyutha nakwimidlalo yevidiyo. Oku kungenxa yokuba ngaphezu kweminyaka emi-5 ndibhalela iiwebhusayithi ezahlukeneyo kwitekhnoloji kunye nemidlalo yevidiyo, ndisenza amanqaku afuna ukukunika ulwazi oludingayo ngolwimi oluqondakalayo kuye wonke umntu.
Ukuba unayo nayiphi na imibuzo, ulwazi lwam lusuka kuyo yonke into enxulumene nenkqubo yokusebenza yeWindows kunye ne-Android yeefowuni eziphathwayo. Kwaye ukuzinikela kwam kukuwe, ndihlala ndikulungele ukuchitha imizuzu embalwa kwaye ndikuncede usombulule nayiphi na imibuzo onokuba nayo kweli lizwe le-intanethi.