The decline in global semiconductor market sales was accompanied by the recent decline in many TSMC's 3nm customers temporarily canceled orders, so TSMC had to cut supply chain orders, and this proportion was nearly half, hovering between 40% and 50%, covering recycled wafers, key consumables, equipment and other fields. These suppliers have always been not very large in scale, and TSMC's behavior has caused a considerable ups and downs in the industry.
It is understood that TSMC has weakened since the end of the third quarter of this year, and the impact does not only spread to the quarter, but also involves the fourth quarter of this year to the first quarter of next year. Its scope also covers the previous production process and the later advanced packaging process. Among them, the impact of the latter is greater than the former, which shows that TSMC's pressure is also considerable.
and the above mentioned message that customers cancel orders for large-volume 3nm process customers are specifically like this. TSMC originally planned to achieve a monthly production capacity of 3nm to 44,000 pieces of at the end of the year, but now it has become 10,000 pieces, a lot of reduction.
As for why it is reduced, many people think it has something to do with their big customer Intel . According to reports, Intel's technology has not yet been developed and mature, the development of its new platform can only be postponed, and it is impossible to use TSMC technology as scheduled, and this delay will last for one year. There are many customers like Intel that affect TSMC...
On the other hand, not long ago, TSMC's top ten customers have been cutting orders since the third quarter of this year, especially MediaTek , Nvidia, and AMD , which may delay the pull-up efforts.
This also caused TSMC to downgrade capital expenditure again. It originally planned to hover between US$40 billion and US$44 billion in capital expenditure throughout the year, but due to its current performance, it has to be reduced to US$36 billion.
and TSMC also responded to this situation and said: No such situation has happened.
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