Mielenkiintoinen artikkeli, joka kertoo TSMC:n “edistyksellisten prosessien” kapasiteetin nousseen kysyntänotkahduksesta 5nm prosessissa 50% → 70-80% ja vastaavasti 7nm kohdalla 30% → 50%. Ei ole vaikea arvata, että jutussa mainittu “Major customer” on Nvidia, joka yrittää vastata AI-piirien kysyntään.
Toistaiseksi Nvidian melko käsittämätön ohjeistuksen nosto näyttäisi näkyvän siis myös valmistuksessa, joten ihan hyvältä näyttää.
Apple lohkaisee jutun mukaan 3nm valmistuksesta valtaosan, mutta luultavimmin Qualcomm tulee heti perässä Snapdragon 8 Gen 3 -tarpeineen. TSMC kertoi jo tammikuussa, että prosessin yield on hämmästyttävä 80%, joten piiriä saadaan vauhdilla asiakkaille. Kyseessä on TSMC:n tämän hetken kannattavin prosessi ja luultavasti pitkään. Yllätyksettömästi kysyntä ylittää tarjonnan. Jutussa kerrotaan, että 3nm valmistus “contribute large amount of revenue from 3rd quarter”.
Lisäsin taiwanilaisen artikkelin Chrome-käännöksen (korjaamattomana) alle.
2023/06/12 01:56:54
Economic Daily reporter Zhong Huiling / Report from Taipei
It is reported in the industry that driven by Huida’s lead in increasing the amount of AI chip production, the utilization rate of TSMC’s (2330) advanced process capacity has recently revived, and the utilization rate of 5nm has increased from more than 50% to about 70% to 80%; 7nm capacity The utilization rate has gradually increased from the low level of 30% to 40% to around 50%.
TSMC does not comment on rumors about dynamics related to capacity utilization. According to the information previously disclosed by TSMC, the 5nm and 7nm processes contributed about 50% of the performance in the first quarter of this year, which is the main source of revenue. With the simultaneous increase in the capacity utilization of these two advanced processes, the legal person is optimistic about the TSMC’s follow-up revenue has been quite positive.
Industry insiders pointed out that TSMC’s 5nm process has a monthly production capacity of about 130,000 pieces. Previously, the capacity utilization rate was estimated to have dropped to more than 50%, and it has recently begun to heat up. The current monthly production is estimated to be about 90,000 to 100,000 pieces. The capacity utilization rate has risen to about 70% to 80%, which is faster than the original market expectation. This is mainly due to the fact that Huida, a major customer, has placed additional orders with TSMC in response to market demand. In addition, there are also orders for some mobile phones and mining applications.
In terms of 7nm process, TSMC’s capacity utilization rate is not as good as 5nm. The supply chain believes that TSMC’s capacity utilization rate may drop to only 30% to 40% in the few months before 7nm, but it has returned to about 50%. level.
In addition, in terms of TSMC’s most advanced 3-nanometer process, industry insiders mentioned that the most important customer is still Apple, which mainly produces the latest A-series processors equipped in the upcoming high-end iPhone 15 new machine. Other customers may Will be filmed later.
TSMC previously stated that because the client’s demand for its 3nm process exceeds its supply capacity, it is expected that the 3nm process will be fully loaded this year and will contribute a large amount of revenue from the third quarter. The N3E process will be mass-produced in the second half of the year.
TSMC announced last Friday that its consolidated revenue in May was 176.53 billion yuan, a monthly increase of nearly 20%, two consecutive months of growth, and a nearly four-month high. It is estimated that TSMC’s financial forecast for the second quarter should be successfully completed. In the second half of the year, Apple’s annual new machine stocking momentum will continue to help its advanced process capacity utilization rate rebound.
The advanced process business is TSMC’s golden hen, which affects the overall performance trend. Legal persons generally expect that TSMC’s revenue in the third quarter will be better than that in the second quarter, with an increase of 5% to more than 10%, and it is estimated that the performance in the fourth quarter may continue to rise.
Liu Deyin, chairman of TSMC, said a few days ago that due to the adjustment period of industrial inventory this year, the company’s performance may show a little negative growth, but the prospects are still very bright, and it is ready for the next wave of good growth next year.
