TSMC's capacity utilization rate has rebounded: Apple, Nvidia, and other AI chip customers have increased in chip production, while Microsoft, Tesla, and other AI chip customers have accepted price increases
本兮我爱你
发表于 2023-10-20 10:23:59
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According to Taiwan's Electronic Times, semiconductor practitioners have stated that TSMC's current capacity utilization rate is slowly recovering, with a drop of around 40% at 7/6 nanometers and a return to around 60%. By the end of the year, there is a chance to climb to 70%, while 5/4 nanometers are also between 75% and 80%. The quarterly increase in production capacity at 3 nanometers is also around 80%. Next, the quotation for advanced manufacturing processes below 7 nanometers, which have benefited nearly 60% of revenue, will only rise without falling. Except for Qualcomm, TSMC customers have significantly increased their chip investment, including Apple, MediaTek, NVIDIA, AMD, Intel, Broadcom, Marvell, and Italian Semiconductor, which have also confirmed their orders. In addition, AI chip customers also include AMD's subsidiary Celine, Amazon, Cisco, Google, Microsoft, Tesla, and others, all of whom have accepted another price increase from TSMC in 2024.
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