TSMC has never commented on single customers and orders, stressing that there is no revision of the annual revenue target of 5% to 10% per cent, and that the 4th quarter of this year's revenue is 20%, with a full-year revenue of 10% per cent.
Supply chain pointed out that the 7nm is the growth of TSMC this year's momentum, customers in addition to Apple, but also Qualcomm, HiSilicon, AMD, Xilinx, and other first-line manufacturers, even the development of the bit mainland applications in artificial intelligence (AI) of the special application IC also adopted. However, TSMC's operation next season is greatly affected by the progress of Apple's A12 pull.
Recently, the second half of Apple's conservative view of the new machine shipments, although Apple launched three new machines, will be a large number of facial recognition chip, but the original scheduled 3rd quarter volume shipments, the delay to the 4th quarter.
In addition, NVIDIA's newest Turing display adapter, originally planned for June mass production, is now likely to be postponed to the second half of the year, adding variables to TSMC's 3rd-quarter operations.
By the client pull kinetic energy is not as strong as expected, and continue to adjust the impact of inventory, the industry, the 3rd quarter of this year, TSMC's revenue quarter growth rate of only high single-digit, as compared to the previous quarter 10% to 15%. TSMC last year, the production of 7nm, due to better performance than 10nm, many customers skip 10nm using 7NM, TSMC estimated that this year, 7NM completed the product design more than 50 pieces.
Supply key revealed that, with Apple's exclusive foundry of the 7 NM A12 processor 4th quarter volume, TSMC this year pull peak should fall in the 4th quarter. Although Samsung has announced the use of Ultra violet Light (EUV) micro-imaging equipment 7nm process, and announced that the upcoming mass production, but the time is far behind TSMC two quarters.
To prevent Samsung from ordering through 7NM, TSMC is scheduled to launch a 7nm-enhanced version of its EUV micro-devices in the second half of next year to expand its access to orders. Apple A12 processor delayed to fourth quarter volume