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According to the news, this cumulative front-end power was reduced by Huawei’s HiSilicon, but Apple has completely narrowed the production capacity gap.
Previously, Huawei’s reduction in order volume has received considerable attention from TSMC, be it HiSilicon’s order cut or TSMC’s active supply cut, but now the 5-nanometer capacity has been filled. Although market demand has weakened due to this year’s epidemic, major manufacturers are still concerned about not being able to take advantage of production capacity. Not only 5 nanometers, but also 7 nanometers are expected by the end of the year.
According to the “Economic Daily” report, Apple had previously increased to 60,000 pieces in 18 plants, and will now require TSMC to add an additional 10,000 units of production capacity in the fourth quarter. Not only that, Huida and Supermicro are also in demand to expand 7 nanometer orders. The original legal person estimated that TSMC would postpone the new machine and cut the A14 processor, which will reduce demand for 5nm wafers by 30,000 to 40,000, and revenue will not continue to maintain double-digit growth. Inflection point.
However, the threat of the epidemic is still there. TSMC said it will further explain the prospects for operation at the 16th French conference. The market is paying close attention. Currently, TSMC does not comment on relevant news. However, TSMC has forecast that the advanced 5nm process is ready for mass production and is slated to launch in the second quarter of this year. He even said this year’s revenue growth is expected to reach more than 17%.
It’s worth mentioning that Apple’s current order of 10,000 additional pieces is expected to also use the same upgraded 5nm version of Supermicro. Supermicro is rumored to pack more than 20,000 orders per month. Season 4 is in place. There are also high-profile issues, including capacity planning for the third phase of the Nanke No. 18 plant, which will be explained one by one at the law conference, and the market is looking forward to it.
Although the current 7 nanometer capacity is less full due to the recall of HiSilicon and MediaTek, it is clear that TSMC has focused more on 5 nanometers. TSMC estimated at the last law conference that TSMC could still benefit from 5G kinetic energy, and efficient smartphones and computing platforms are still quite stable. This time, you can launch new views on 5G mobile phones and respond to the spread of the epidemic. New strategy
(Source of the first image: New Technology News)
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