TSMC 5 nanometer operation rate or still maintain high grade
5/22/2023 2:55:00 PM
According to Taiwan media reports,5G and high-performance computing applications drive the demand for wafer foundry advanced manufacturing processes, and it is expected that the global wafer foundry output value and 12-inch wafer fab investment scale will hit a new high this year. Among them, the proportion of TSMC's 5 nanometer process can be greatly increased,7 nanometer capacity is fully loaded to the second quarter, UMC's 8 inch wafer capacity continues to be tight, and Global silicon wafer capacity continues to be fully loaded to the first half of the year.
Looking forward to the market conditions of 5nm and 7nm advanced processes in the first half of this year, the industry pointed out that the 5nm utilization rate is still relatively optimistic, TSMC did not cut orders or decline in capacity utilization, and it is estimated that the demand for 5nm processes in the first half of this year is still good; In addition, the global mass production capacity below 7 nm is only TSMC and South Korea Samsung, TSMC yield is higher than competitors, in the first half of this year, TSMC in 5 nm and 7 nm advanced process capacity can still dominate.
TSMC 5 nanometer process mass production in the second half of last year, of which the wafer 18 factory mainly produces 5 nanometer process products, the proportion of revenue last year is estimated to be about 8%, it is estimated that the proportion of 5 nanometer process performance is expected to increase significantly this year.
Foreign investors pointed out that in the first quarter of this year, TSMC's 5-nanometer processing rate remained high, mainly because Apple's high-end application processor (AP) included most of the production capacity.
Looking forward to the semiconductor foundry industry boom this year, the International Semiconductor Industry Association (SEMI) predicts that the demand for cloud services, servers, laptops, games and medical technology will grow this year, and the rapid development of 5G, Internet of things, automobiles and artificial intelligence (AI) will drive the foundry industry boom and 12-inch fab investment, which is estimated to be a global 12-inch fab this year The scale of investment can increase by 4% over last year, another record high. In this regard, market research institution TrendForce also estimates that the output value of wafer foundry is expected to hit a new high this year, with an annual growth of nearly 6%.
Looking forward to the market conditions of 5nm and 7nm advanced processes in the first half of this year, the industry pointed out that the 5nm utilization rate is still relatively optimistic, TSMC did not cut orders or decline in capacity utilization, and it is estimated that the demand for 5nm processes in the first half of this year is still good; In addition, the global mass production capacity below 7 nm is only TSMC and South Korea Samsung, TSMC yield is higher than competitors, in the first half of this year, TSMC in 5 nm and 7 nm advanced process capacity can still dominate.
TSMC 5 nanometer process mass production in the second half of last year, of which the wafer 18 factory mainly produces 5 nanometer process products, the proportion of revenue last year is estimated to be about 8%, it is estimated that the proportion of 5 nanometer process performance is expected to increase significantly this year.
Foreign investors pointed out that in the first quarter of this year, TSMC's 5-nanometer processing rate remained high, mainly because Apple's high-end application processor (AP) included most of the production capacity.
Looking forward to the semiconductor foundry industry boom this year, the International Semiconductor Industry Association (SEMI) predicts that the demand for cloud services, servers, laptops, games and medical technology will grow this year, and the rapid development of 5G, Internet of things, automobiles and artificial intelligence (AI) will drive the foundry industry boom and 12-inch fab investment, which is estimated to be a global 12-inch fab this year The scale of investment can increase by 4% over last year, another record high. In this regard, market research institution TrendForce also estimates that the output value of wafer foundry is expected to hit a new high this year, with an annual growth of nearly 6%.
Blog Category
BlogsTags
Related Information
2023-05-22
-
-
2000+
Daily average RFQ Volume
-
-
30,000,000
Standard Product Unit
-
-
2800+
Worldwide Manufacturers
-
-
15,000㎡
In-stock Warehouse
-
Tel
86-0755-23611557 -
Whatsapp
