According to reports, Mark Liu, chairman of TSMC, said during the SEMICON exhibition that TSMC may acquire a memory chip company, but there is no set target yet.
Market watchers say that acquiring memory chip manufacturing capabilities will benefit TSMC, as future chip designs may incorporate more features to improve performance and efficiency.
In fact, TSMC has not conducted a large-scale merger and acquisition case so far. A senior industry insider speculates that the current global memory chip market is dominated by Samsung, SK Hynix, and Micron. According to his assessment, TSMC is unlikely to acquire Samsung and other two major manufacturers. In addition to the three major players, Nanya, MXIC and Winbond are major producers in Taiwan. Among them, Nanya may be a potential partner or investment object of TSMC, but Nanya said that it did not receive any acquisition information and declined to comment. On the other hand, some insiders speculated that TSMC and Micron may jointly establish a joint venture.
In the past two years, there has been a shortage of various electronic components, but it is recognized that the problem caused by the shortage of memory is the most serious. Without a memory chip, no electronic technology product can be intelligent. It can be seen that the memory chip will become more and more important in the field of science and technology in the future.