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TSMC's 5nm and 4nm capacity utilization begins to pick up, driven by orders such as AI chips
February 27 news, according to foreign media reports, in the consumer electronics demand decline, the demand for chips also significantly reduced the general background, chip makers are facing challenges, storage chip makers are particularly obvious.C…
February 27 news, according to foreign media reports, in the consumer electronics demand decline, the demand for chips also significantly reduced the general background, chip makers are facing challenges, storage chip makers are particularly obvious.
Challenged chip makers, including TSMC, they have expected the first quarter of this year's revenue will decline year-on-year chain, is expected to be in the $ 16.7 - 17.5 billion. At the end of last year, it was also reported that TSMC's overall capacity utilisation would fall to 80% in the first half of the year, with 7nm and 6nm capacity utilisation falling the most, and 5nm and 4nm capacity utilisation expected to fall from January onwards.
For TSMC's 5nm and 4nm process capacity utilisation, industry sources say it has started to pick up recently, driven by strong orders for short lead times for AI chips and server processors.
The 5nm and 4nm processes account for a significant portion of TSMC's revenue, having surpassed 7nm for two consecutive quarters to become TSMC's largest revenue generator. The rebound in capacity utilisation of these two processes at high foundry prices will also drive TSMC's revenue.
The AI chips and server processors that are driving TSMC's 5nm and 4nm process capacity utilisation are likely to be related to the recent boom in AI chatbots such as ChatGPT, where servers and related chips are needed to train the AI chatbots and keep the related services running.
Time:2024-11-18
Time:2024-11-18
Time:2024-11-18
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Time:2024-11-18
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