According to foreign media reports, the demand for consumer electronics products began to decline in the second half of last year, and the demand for chips has also decreased significantly. The impact on memory chips is particularly obvious. Samsung Electronics, SK Hynix and other major memory chip manufacturers Both revenue and profit have been affected.
The decline in demand for consumer electronics has affected chip manufacturers, including foundry TSMC. At the end of last year, it was reported that after years of tight production capacity and high-speed growth, TSMC’s capacity utilization rate will drop to 80% in the first half of this year, and the capacity utilization rate of 7nm and 6nm process technology will drop the most. 5nm and 4nm The capacity utilization rate of the manufacturing process is also expected to decline from January.
In the absence of a significant improvement in the demand for consumer electronics products, the impact on TSMC continues, and orders for chips required for consumer electronics products are still decreasing.
Relevant media recently quoted industry sources as saying that TSMC’s orders from major customers such as MediaTek and Apple are still decreasing.
Although chip foundry orders for consumer electronics products are decreasing, some of TSMC’s customers are also increasing their orders. As mentioned in the report, Nvidia’s orders are increasing. This is mainly due to ChatGPT and other large-scale language models. Nvidia’s high-performance GPUs are in huge demand.