TSMC’s consolidated revenue in the first two months of this year reached RMB 144,381 million, a decrease of 2.5% compared with RMB 1,484.39 billion in the same period of last year. However, it benefited from strong orders for 16nm cryptocurrency mining ASICs and 12nm capacity by MediaTek, Huida, etc. Dachang Baoxia, the industry is optimistic about TSMC’s March revenue is expected to top NT$100 billion for the first time and set a record high.
At the same time, the industry reported that MediaTek's 12nm mobile phone chips have regained market share. Since March, TSMC has expanded its investment in Taiwan Semiconductor Manufacturing Co., Ltd., and it has already packaged more than 30,000 production capacity of Taiwan Semiconductor Manufacturing Co., Ltd., and the 12nm investment volume has been significantly enlarged. Foreign-funded circles are optimistic about MediaTek. The gross profit margin is expected to look 39% high, and the first quarter will be the bottom of this year's sales. The second quarter's quarterly growth rate will be 2~30%.
TSMC's 12-nm 12-FFC process introduced through the optimized 16nm process has reached volume production. It is expected that the number of chip-out chips will be as high as 120 this year. The industry is optimistic that TSMC's 16nm and 12nm production capacity will be fully loaded until the second half of the year. TSMC has transferred the 12nm Fab 14 to major clients such as MediaTek and HuiDa. Bitcoin's bitcoin mining ASIC was moved to the Nanjing plant. The TSMC Nanjing plant has launched a 16/12nm wafer launch. Wafers will be advanced to this year. Shipped to customers in May.
In fact, TSMC’s 12nm orders were buoyant. The industry reported that MediaTek had strengthened orders and included TSMC production capacity. It will be a major highlight of the March and second quarter operations. In fact, MediaTek’s second quarter orders broke apart from In order to place orders for low-end 28 nm mobile phone chips from foundries, TSMC's 16nm and 12nm wafers have increased significantly since March. The industry has reported that it has already shipped more than 30,000 chips to Taiwan Semiconductor Manufacturing Co., Ltd., and 12nm wafer loading is even more pronounced. enlarge.
As mainland smartphone production chain adjustments came to an end after the Lunar New Year, cell phone manufacturers OPPO, Vivo, Xiaomi, etc. started to carry out new mobile phone chip shipments in March, significantly raising Mediatek's 16nm and 12nm mobile phone chip shipments.
The industry pointed out that the mainland smart phone factory began to carry out spare parts, MediaTek mobile phone chip orders are booming, including the low-end 28nm MT6737/MT6739, 16nm MT6737/P23/P30 and other mobile phone chip shipments, as the new 12nm P60 Mobile phone chips have also been adopted by major manufacturers such as OPPO. MediaTek will launch a P38/P40/P70 mobile phone chip with a 12nm process again in the second quarter. Shipments will soar to the third quarter.