TSMC’s capacity utilization rate is gradually recovering, and customer orders have also surged significantly, suggesting that the semiconductor industry is releasing a recovery signal. According to reports, TSMC’s 7/6nm production line utilization rate once dropped to 40%, but is currently recovering to 60%, and is expected to reach 70% by the end of this year; 5/4nm utilization rate is 75-80%, while seasonal increases 3nm production capacity is about 80%.
At the same time, TSMC has seen a significant increase in customer orders, including technology giants such as Apple, MediaTek, Nvidia, AMD, Intel, Broadcom, Marvell and STMicroelectronics.
It was previously reported that AI chip customers such as AMD subsidiary Xilinx, Amazon, Cisco, Google, Microsoft, and Tesla have all accepted TSMC’s 2024 price increase plan.
Tesla, for example, is building a supercomputer facility in Austin to accelerate the development of its autonomous driving system and expand Dojo’s computing power. Dojo’s core D1 is produced using TSMC’s 7nm process and advanced packaging technology. Based on this, Tesla is deepening its cooperation with TSMC and expects order volume to increase from about 5,000 pieces this year to 10,000 pieces next year.
Nvidia is actively seeking additional production capacity amid the ongoing AI wave. On October 19, Nvidia CEO Jensen Huang revealed in an interview that global demand for AI chips remains strong.
He met with TSMC CEO Wei Zhejia to discuss matters related to increasing production capacity. Nvidia is in the planning stage of next-generation chips designed for artificial intelligence infrastructure, and is in discussions with partners such as Quanta and Asus to develop cooperation strategies.
In addition to strong artificial intelligence demand, demand for smartphones and PCs is also rebounding, Wei said during TSMC’s third-quarter earnings call. As for automotive electronics, demand is expected to be quite strong next year, benefiting from the continued growth of electric vehicles.
In response to industry concerns about smartphone growth, TSMC Chief Financial Officer Huang Renzhao pointed out that smartphone growth is still expected to be lower than the company’s future growth rate, and high-performance computing (HPC) is expected to be the strongest growth area for the next few years. make a significant contribution to growth.
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