TSMC previously raised its full-year outlook for this year. In dollar terms, the annual revenue growth rate was raised to the mid-thirties (about 34% to 36%) of an annual increase of more than 30%. The industry believes that despite the semiconductor industry entering inventory adjustment phase, but withapplenewcell phonePost countdown, plusAMDFor new products, TSMC’s exclusive acceptance of foundry orders will directly benefit.
TSMC stated in the previous legal meeting that consumer electronics demand is weak, and some customers are facing inventory adjustments, but demand for automotive and data centers is stable, so this year’s US dollar revenue forecast is raised, from the original expected growth of 24%-29%. It was revised to a growth rate of 34%-36%, and reiterated the target of a compound annual growth rate of 15%-20% in the next few years.
In the mobile phone processor part, the industry revealed that,iPhoneThe 14 will continue to use the A15 application processor, and the iPhone 14 Pro uses the new A16 application processor, which is produced in the 5nm enhanced version (N5P) and 4nm (N4) processes in the 5nm family, and TSMC will take the wafer alone as usual. For foundry and integrated fan-out (InFO) advanced packaging orders, it is estimated that with the support of Apple’s orders, TSMC’s revenue will continue to hit a new high in August-September, and the revenue in the second half of the year is expected to hit a high quarter by quarter.
In addition, AMD 5nm Ryzen 7000 desktop processor will be launched this quarter, RDNA 3 architecture graphics processor and Zen 4 architecture server processor will also be launched this year, as AMD expands the 5nm product lineup, TSMC exclusively undertakes wafers OEM orders simultaneously support the high water level of capacity utilization.
According to industry analysis, AMD will be TSMC’s top six customers in 2020, accounting for about 7% of its revenue. Last year, it climbed to 10% for the first time, becoming TSMC’s second largest customer, contributing 153.74 billion yuan in revenue, second only to Apple. With the great leap forward in AMD’s shipment and market share, it is one of the major customers of TSMC’s 5nm and 7nm family processes. AMD’s new products continue to conquer the city, and TSMC has benefited greatly.