Taiwan’s “Economic Daily” reported that the industry reported that driven by Nvidia’s increase in AI chip production, the capacity utilization rate of TSMC’s advanced process has recently increased significantly, and the capacity utilization rate of 5nm has increased from more than 50%. It has increased to about 70% to 80%; the utilization rate of 7nm production capacity has gradually increased from the low level of only 30% to 40% to about 50%.
TSMC does not comment on rumors about dynamics related to capacity utilization. According to the data 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. There is quite positive help.
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. Converting production capacity utilization The rate has risen to about 70% to 80%, which is faster than the original market expectation, mainly due to the fact that NVIDIA, a major customer, has placed additional orders with TSMC in response to market demand, and the related production should be gradually released from July.
In terms of 7nm process, TSMC’s related capacity utilization rate is not as good as 5nm. The supply chain believes that TSMC’s capacity utilization rate in the first few months before 7nm may be reduced to only 30% to 40%, but it has returned to about 50% level.
In addition, in terms of TSMC’s most advanced 3nm 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. Filming will follow.
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.
It is noticed that 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.
