TSMC has never commented on the movements of single customers and orders, and stressed that there is no current view of correcting full-year revenue targets by 5% to 10%, and maintains that 7-nanometer accounted for 20% of the total revenue in the fourth quarter of this year. Take over 10% of the target.
The supply chain pointed out that 7-nanometer is a major growth momentum of TSMC this year. Besides Apple, customers include first-tier makers such as Qualcomm, Hass, AMD, and Xilinx. Even Bitland has developed and applied artificial intelligence (AI). Special application ICs are also used.
However, TSMC's operation in the next quarter was greatly influenced by the progress of new generations of Apple's processors. Recently, Apple has seen a conservative view of new aircraft shipments in the second half of the year. Although Apple will introduce a large number of facial recognition chips for its three new models, The original shipment schedule for the third quarter was delayed until the fourth quarter.
In addition, the graphics processor leader Nvidia (NASDAQ:NVDA) has announced the latest Turing graphics card, which was originally planned for volume production in June. Production may now be postponed to the second half of the year. It also adds to TSMC's third quarter operation. variable.
Due to the fact that the client's pull cargo kinetics was not as strong as expected, and the impact of inventory was continuously adjusted, the industry reported that TSMC’s revenue growth rate in the third quarter of this year was only expected to increase in the mid-high single digits. It was not as high as 10% to 15% in the previous quarter.
Due to the large number of variables, the three major corporations have recently stood on the side of the seller for TSMC. Last Friday, TSMC’s last single over 21,000 large singles knocked in and pulled up 3 yuan, bringing the final price up by 4.5 yuan, and the highest price on the day of closing was 231 yuan. The three legal entities continued to adjust and foreign companies continued to sell more than 8,200 contracts. They sold for over two days. In the past five days, foreign investors stood only for one day.
Taiwan Semiconductor Manufacturing Co., Ltd. tried out 7 nanometers last year, and many customers skipped 10 nanometers and used 7 nanometers. TSMC estimates that the number of finalized product designs for 7 nanometers this year exceeds 50. The supply chain revealed that with the exclusive 7-nanometer A12 processor for Apple In the fourth quarter, TSMC's peak shipments this year should fall in the fourth quarter.
Although Samsung has announced the adoption of a 7-nm process for extreme ultraviolet (EUV) lithography equipment, and announced that it will soon enter volume production, the timeline has fallen far behind back-office power for the second quarter. To prevent Samsung from ordering through 7-nanometer orders, TSMC It is planned to launch a 7-nm enhanced version using EUV lithography equipment in the second half of next year to expand the advantage of orders.