On September 15, local time, TSMC (TSM.US) U.S. stocks opened higher and went higher. The increase once rose from 1% to 7.8%, and the market value reached a maximum of 449.9 billion US dollars.
As of the close, the company's stock price rose 6.65% to US$85.9, higher than the pressure level of US$81.5.
On that day, TSMC 's large and small orders inflow were US$9.293 million and US$5.885 million respectively, and the outflow of medium orders was US$19.936 million - the net outflow amount on that day was recorded at US$4.758 million.
TSMC ’s rise today was mainly driven by Apple’s conference.
html Earlier on September 15, mobile phone manufacturers and Apple held a new autumn product launch conference. At this press conference, the world's first 5nm chip developed by apple company - appleA14 Bionic was "officially announced". This chip will be used in Apple ’s newly released iPad Air 4. The tablet product is priced starting at 4,799 yuan. Thechip adopts TSMC 's 5nm process technology, and the number of transistors reaches 11.8 billion . According to data previously released by TSMC , its 5nm process has increased transistor density by 80% compared to its previous 7nm process. Under the same power consumption, the chip performance is improved by 15%; under the same performance, the power consumption is reduced by 35%.
However, some analysts also pointed out that judging from the data released by and Apple , the improvement of A14 Bionic compared to A13 Bionic does not seem to be much greater than .
TSMC ’s chip business is booming
TSMC has been booming recently. In addition to the A14 Bionic, the research and development of the image processor (GPU) code-named "Lifuka" independently developed by Apple using a 5nm process is progressing as planned and will be used on iMac after mass production. This chip will also be produced by TSMC . Apple Another self-developed ARM processor MacBook and iMac models will also use TSMC 's 5nm process.
MediaTek was affected by the increase in orders from China. TSMC added an order of 20,000 to 25,000 7nm chips for 2020Q4. Chip giant Qualcomm is also rumored to be transferring orders to TSMC due to problems with the development progress of 5nm products that Qualcomm originally assigned to Samsung. At a technical seminar held at the end of August, TSMC claimed that the company has about 60% of the cumulative production of EUV wafers, which is the chip production capacity that contributes to the process of the industry chain.
Professional institutions predict that TSMC is also expected to capture approximately 53.9% of the global market share in 2020Q3 and achieve revenue of US$11.35 billion, becoming the world's leader in wafer foundries. TSMC 2020Q2 revenue reached US$10.585 billion, a year-on-year increase of 28.86%; net cash flow from continuing operating activities was US$5.804 billion, a year-on-year increase of 44.64%.
TSMC has stopped supplying to Huawei since September 15. The company has not obtained an export license from the U.S. Department of Commerce for "Entity List" companies. TSMC has stated that the production capacity released by cutting off supply to Huawei will be quickly absorbed by other manufacturers.
R&D progress is at the forefront
TSMC ’s chip manufacturing process is at the forefront of the world. The company's 5nm process has entered the mass production stage in 2020Q2. The company said that market demand for the 5nm process is growing rapidly, and the production capacity of the 5nm process is expected to climb rapidly in the second half of the year. However, the impact of the epidemic has delayed the demand for 5G and HPC. TSMC expects the revenue of the 5nm process to account for 8% of the annual revenue. The
3nm chip is expected to begin mass production in 2022, and the research and development of the 2nm process has also begun . The company has previously announced that it is building a 2nm process R&D center. This R&D center will have an advanced production line and will be supported by 8,000 engineers. In order to cooperate with the research and development of 2nm process, TSMC also purchased two photolithography machines in one go. TSMC predicts that they have installed about 50% of the world's activated lithography machines.
's other R&D progress is also amazing. An executive of TSMC revealed online that TSMC has begun to use artificial intelligence and machine learning technology , mainly for data processing in the chip production process.The latest reports from foreign media also show that TSMC and Samsung, which compete fiercely in chip foundry, will also compete fiercely in chip packaging .
According to preliminary estimates, the company's capital expenditures for the whole year of 2020 will further increase, reaching about US$16 billion.
