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
1349
0
0
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.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
猜你喜欢
- Can Tesla's stock price still support market expectations amidst sales concerns and optimistic prospects?
- Tesla Beijing: Model 3 test drive volume increases by 60% on a weekly basis
- Tesla Beijing: Model 3 test drive volume increases by nearly 60% on a weekly basis
- Before the US stock market opened, the three major futures indexes fell together; Anbo Education surged 35% in pre-market trading; Microsoft 'forces' users to use Copilot; BTIG Warning: Apple's Rise May Not Continue
- Top 20 US Stock Transactions: Tesla Falls Nearly 5%, Domestic Car Companies Launch Price Reduction Promotion Strategy
- Tesla Cybertruck to go on sale in January next year? Official Refutation: False News
- The seven giants of the US stock market all rose this year, and Tesla experienced a major reversal in the fourth quarter
- Tesla's Shanghai Energy Storage Gigafactory is expected to start mass production early next year
- Global markets: European and American stock markets close lower, Nasdaq, S&P down over 1%, Tesla down over 3%
- Tesla (Shanghai) Co., Ltd. and Tesla Motors (Beijing) Co., Ltd. recall some imported and domestically produced electric vehicles