According to foreign media reports, TSMC, the world’s largest foundry company, has released its third-quarter financial report, with revenue of US$20.23 billion, exceeding US$20 billion for the first time, a year-on-year increase of 35.9% and a new high of US$9.268 billion. The net profit also increased by more than 30% year-on-year.
Judging from TSMC’s financial report, in addition to the significant year-on-year increase in revenue and net profit, the quarterly revenue of their 5nm process also exceeded 7nm for the first time in this quarter, becoming their largest source of revenue.
TSMC disclosed in its financial report that in their third-quarter wafer foundry revenue, 5nm process contributed 28%, 7nm accounted for 26%, 16nm accounted for 12%, 28nm process accounted for 10%, 40/45nm accounted for 7%, 65nm accounted for 7% And 90nm accounted for 5%, 2%, and other processes accounted for 10%.
In the last quarter, the 7nm process accounted for 30% of revenue, which was 9 percentage points higher than the 21% of the 5nm process.
The proportion of TSMC’s 5nm process technology in revenue is 2 percentage points higher than that of 7nm, which means that the 5nm process technology that has been in production for more than two years has replaced 7nm and has become their largest source of revenue.
TSMC’s 5nm process technology started risk trial production in the first quarter of 2019, and mass production began in the first quarter of 2020. It began to bring revenue to them in the third quarter of 2020, and contributed 8% of all revenue in the quarter. %.
Regarding the 5nm process technology, Huang Renzhao, vice president and CFO of TSMC, said in the financial report that their business in the third quarter was supported by the strong demand for the industry-leading 5nm process technology. Entering the fourth quarter, although the end market demand weakened, they expected their business Business will be flat and the impact of ongoing inventory adjustments by customers will be offset by their continued leadership of the 5nm process.
According to foreign media reports, the main customer of TSMC’s 5nm process technology in the early stage of mass production is Apple, and Apple also occupies a considerable proportion. As more customers turn to this advanced process technology, the 5nm process is in their revenue. The proportion will be higher, and like 7nm, it will be their largest revenue source for several consecutive quarters.
