TSMC maintains a production capacity utilization rate of 73% at 7/6 nanometers by the end of the year, with a monthly production capacity of approximately 60000 to 70000 pieces by the end of the year
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发表于 2023-11-20 10:21:20
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TSMC's production capacity utilization rate of 7/6 nanometers by the end of the year has remained at 73%, with a monthly production capacity of approximately 60000 to 70000 pieces. TSMC's OEM quotation of over $10000 for processes below 7 nanometers continues to increase as a proportion of overall revenue. In addition, equipment manufacturers have stated that TSMC's performance has rebounded, and the most important thing is that it has entered the peak of purchasing new Apple iPhones since July, driven by the release of the 3 nanometer OEM quotation of $20000. It is estimated that TSMC will maintain a production capacity utilization rate of 70% at 7/6 nanometers by the end of the year, while nearly 80% at 5/4 nanometers. The monthly production capacity from 3 nanometers to the end of the year is about 60000 to 70000 pieces. As Apple expands its lineup of new products and multiple companies such as NVIDIA, Qualcomm, and MediaTek enter the 3 nanometer era in the second half of 2024, the monthly production capacity will reach 100000 pieces by the end of 2024.
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