At the first quarter performance briefing meeting, TSMC revealed that it will significantly increase the output of 5nm chips in the second half of the year, making it account for 20% of total wafer revenue by the end of the year.
Currently, TSMC’s 5nm foundry revenue accounted for 14%.
TSMC CEO Wei Zhejia pointed out that N5 (5nm) has entered the second year of mass production. In addition, an improved version of N4 (4nm), which also belongs to the 5nm family, will be launched in the second half of the year and will enter mass production in 2022.
TSMC emphasized that both N5 and N4 will be the manufacturing process that the company has relied on for a long time.
According to current judgments, applications such as smartphones and high-performance computers have strong growth momentum in the future.
TSMC has also adjusted its revenue forecast for 2021, and the annual growth rate has been raised to 20% from the previous 15%.
In terms of products and customers, although TSMC has not stated clearly, the largest customer of the second generation of 5nm will undoubtedly be the A15 processor used in Apple’s iPhone 13 series models.
Of course, AMD’s Zen4 should also occupy a considerable proportion. In terms of 4nm, it is said that the first batch of orders has been rounded up by Apple’s M-series processors. Of course, Qualcomm’s new Snapdragon (Snapdragon 895?) is also expected to be won.
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