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Mingjiada news on September 5th, according to Taiwan media reports, this year, affected by inflation and other factors, the terminal demand for consumer products has declined, but the demand for TSMC vehicles and data centers is stable, and Apple will release new iPhone 14 / Pro series. , coupled with AMD's expansion of the 5nm product lineup, the legal person is optimistic, TSMC's capacity utilization rate remains high, and revenue in the second half of the year can be expected to hit a new high quarter by quarter.

TSMC previously revised its full-year outlook for this year. In US dollars, the annual revenue growth rate was raised to the median range (about 34% to 36%) above the annual growth rate of 30%. The industry believes that although the semiconductor industry has entered the inventory adjustment stage, However, with the countdown to the release of Apple's iPhone 14 / Pro series and the new AMD Ryzen 7000 series products, TSMC's exclusive acceptance of foundry orders will directly benefit.

TSMC stated in the previous legal meeting that demand for consumer electronics is weak, some customers are facing inventory adjustments, and only automotive and data center demand is stable, so this year's US dollar revenue forecast is raised, from the original expected increase of 24%-29%. Revised to an increase of 34%-36%, and reiterated the target of a compound annual growth rate of 15%-20% in revenue in the next few years.

The legal person is optimistic that Apple is about to release a new machine. It is estimated that the stock of iPhone 14 and iPhone 14 Pro series will reach 100 million units this year, and other new products will also maintain a certain level, supporting the operation of related supply chains such as TSMC.

It is understood that in the mobile phone processor part, the industry revealed that the iPhone 14 will continue to use the A15 processor, and the iPhone 14 Pro will use the new A16 processor, which will be produced in the 5nm enhanced version (N5P) and 4nm (N4) processes of the 5nm family, respectively. As usual, TSMC exclusively won the wafer foundry and integrated fan-out (InFO) advanced packaging orders.

In addition, the AMD 5nm Ryzen 7000 desktop processor will be launched this quarter, and the RDNA 3 architecture GPU and Zen 4 architecture server processor will also be launched this year. As AMD expands its 5nm product lineup, TSMC exclusively accepts foundry orders. , while supporting the high performance of the capacity utilization rate.

According to industry analysis, AMD will be TSMC's top six customers in 2020, accounting for about 7% of its revenue. It climbed to 10% for the first time last year, becoming TSMC's second largest customer, and its revenue contribution is second only to Apple. As AMD's shipments and market share increase, it will become one of the major customers of TSMC's 5nm and 7nm family processes.