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TSMC's Q1 capacity utilization plunges, Q2 to benefit from AI chips and others to rebound steadily
March 9 reported that, according to semiconductor equipment vendors, by the end market supply and demand reversal, TSMC 7/6nm process capacity utilization in the first quarter fell more than expected, will drag the first quarter overall capacity utili…
March 9 reported that, according to semiconductor equipment vendors, by the end market supply and demand reversal, TSMC 7/6nm process capacity utilization in the first quarter fell more than expected, will drag the first quarter overall capacity utilization rate plummeted, but TSMC will still hold the 70% barrier. In contrast, TSMC's 3nm process capacity performance is improving month by month.
Semiconductor practitioners pointed out that TSMC's capacity utilization rate will steadily rebound in the second quarter, mainly to help major customers for Nvidia, AMD's AI CPU and GPU server platform large orders, the use of 7/5nm family process, as well as Apple's new machine using N3E pull will start.
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Time:2024-11-18
Time:2024-11-18
Time:2024-11-18
Time:2024-11-18
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