TSMC's 3 nanometers and 5 major customers are about to increase next year, and the growth trajectory will resume next year
胡胡胡美丽_ss
发表于 2023-12-7 10:39:17
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TSMC's top 5 customers for 3 nanometers are expected to resume their growth trajectory next year. Currently, TSMC's 3 nanometers customers are overly concentrated in Apple, and once the capacity utilization rate declines, depreciation pressure may impact the gross profit margin. Only in the mid to late next year will 3 nanometer customers such as MediaTek, Qualcomm, Intel, Nvidia, and AMD join in the promotion. Coinciding with the first season of the traditional off-season during the Chinese New Year, the capacity utilization rate may drop by 65%, but it will also be the bottom of next year's operation. As the proportion of revenue from 3 nanometers increases, the growth trajectory begins to recover.
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