According to the Taiwan Economic Daily, when the semiconductor business was down and TSMC lowered its capital expenditure for the second time, it was reported that major customers of the 3-nanometer process temporarily canceled orders. As high as 40% or 50%, covering areas such as recycled wafers, key consumables, and equipment, because these suppliers are relatively small.
TSMC’s supply chain privately revealed that orders from TSMC did indeed weaken from the end of the third quarter, and orders continued to decline in the fourth quarter and the first quarter of the next year. As far as we know, the impact field includes the front-end production process and the back-end advanced packaging process, and the impact on the back-end is larger than that of the front-end.
TSMC has lowered its capital expenditure in 2022 to about 36 billion US dollars for the second time a few days ago, and the absolute amount has been reduced by at least 4 billion US dollars (about 29.2 billion yuan), which means that it was originally going to be released to the supply chain. Business opportunities of up to nearly 30 billion yuan were chopped off.
It is reported in the industry that TSMC encountered a temporary cancellation of orders by a major customer for the 3-nanometer process. As a result, the monthly production capacity of the 3-nanometer process that will be mass-produced in the near future is significantly lower than the original plan, only about 10,000 pieces, and will have to wait until the second half of next year. The N3E process is mass-produced, and the monthly production capacity of the 3-nanometer process will increase significantly, which also affects the performance momentum of the related supply chain, and even the reported orders have been cut by 40 to 50% compared with the plan at the beginning of the year.
