Taiwan Semiconductor Manufacturing Co. chairman Zhang Zhongmou previously stated that revenue in 2018 will grow by 10~15%, boosting revenue from high-speed computing, automotive market and Internet of Things platform; It is understood that, in addition to full 7-nanometer process orders, TSMC Another key to annual revenue growth, from Bitmain ASIC chip large single. Semiconductor industry revealed that after the bitcoin miner earned, it has entered the top five continents of TSMC's customers, the fastest in April to launch The new ether mining machine, including TSMC, ASE and creative supply chain, the second quarter performance is expected to be off-season is not short, but the new ether mining machine market, fear will be erected to build soaring GPU miners Accounted for, including NVIDIA, ARM and board supply chain profit momentum may be weakened TSMC outstanding results paid in 2017, the annual EPS reached 13.23 yuan, earn 1 share, the first quarter of 10-nanometer process shipments accounted for the overall crystal Round sales of about 25%; 16/20 nano-process shipments accounted for 20%, which is 28-nanometer and more advanced processes include about 63% of the quarter full wafer sales. TSMC continued to move upward in 2017, 2018 Annual revenue will grow by 10~15%, the key to performance High-speed computing, automotive markets and the Internet of Things, among which mobile devices account for about 50% of the revenue, 25% of high-speed computing and 10% of automobiles and the Internet of Things. The process will be mass-produced, and it has been determined to secure a new generation of Apple's next-generation processors. High-speed computing will be the key to TSMC's 2018 performance growth. High-speed computing covers areas such as mining machines, artificial intelligence (AI) and GPU, etc. The large single-listed miner from Bitcontinent, is whether the annual growth rate of TSMC's first half of 2018 can be higher than 15%. It is understood that Bitland holds more than 70% of the world's ASIC mining machine market share. The mining and mining pool business ant mine pool, which has an estimated annual revenue of US$2.5 billion, has already ranked among the top ten customers of TSMC. Among the customers of TSMC, the order size is second only to that of Hass Semiconductor, a semiconductor company. Bitcoin miners continued to sell well, and orders for ASIC chips were still eaten by TSMC in 2018. The first quarter's low season effect of TSMC is expected to slow down. In addition, the Bitcoin launches a new type of Ethercoin mining machine as early as April, which is expected to become the first of TSMC. 2 quarter earnings support. Synchronization Hui's ASIC bill includes IC design service plant innovation. In 2017, the EPS paid a good result of 6.38 yuan. In 2018, profitability will continue to increase. As for the supply chain of the solar and mechatronics packaging and testing plants, and power supply ICs, the performance in 2018 will also increase. Gaining growth opportunities. The market expects that with the exception of ASIC chip orders, TSMC will have a 100% 7-nanometer manufacturing process in June and will secure a large list of Apple processors. By the end of the year, there will be at least 50 tape outs, accounting for 2018. The annual revenue is about 10%, and the optimistic forecast for the whole year's EPS can be further raised to 14.5-14.7 yuan. The bit-continental ASIC chip big contribution to Taiwan Semiconductor Manufacturing Co., Ltd. has even contributed to surpass NVIDIA and other important customers, with the new continental ether of Bitland. After the miners and miners calculate accurately, it is estimated that once the cost-benefit of mining is greater than that of GPU miners, it is estimated that orders for GPU mining machines will be diverted, including high profit-taking momentum of NVIDIA, ARM and card supply chains It gradually weakened. Under the depleting demand for mining machinery, the 2017 hot-sweeping mining boom will be followed by TSMC’s leading semiconductor supplier. However, the market has also warned that the virtual currency outlook is unpredictable and high. Profits are accompanied by high risks, mines When the disaster strikes, it will also hit the investors and the mining supply chain. At present, the mining equipment is roughly divided into two types. One is the Bitcoin based ASIC mining machine, and the other is the Litecoin, Ethan, etc. The GPU mining machines are currently in short supply, spurring the global supply chain to rush in. Among them, the top three global players in the ASIC mining machine market are all from mainland China. Among them, Bit Continental has more than 70% of its territory. 2 for Jia Nan Yun Zhi and billion state science and technology.GUMPU mining machine supply chain is the most important NVIDIA, ARM leading graphics card industry, the past year due to rising demand and price boost up performance, while the motherboard, fan , Power IC is to benefit less.
