micronet news, according to the Financial Associated Press, at TSMC’s second quarter performance briefing, TSMC stated that the company has no plans to continue supplying to Huawei after September 14.
It is understood that the new restrictions on Huawei announced by the U.S. Department of Commerce on May 15th will officially take effect on September 15th.
As the U.S. government further expanded its ban on Huawei in mid-May, the market is worried that TSMC may once again adjust its capital expenditure and operating targets for this year. However, at today's press conference, TSMC raised its industry and company operation outlook. TSMC President Wei Zhejia said , due to the strong momentum of 5G-related applications, it will continue to drive the growth of the semiconductor industry. The output value of the semiconductor industry (excluding memory) is expected to be flat to slightly growing this year; the output value of wafer foundry is estimated to increase by 14-19% annually.
TSMC has also simultaneously raised its 5G mobile phone penetration rate estimate. It is estimated that the 5G mobile phone penetration rate this year will reach 17-19%, higher than the previous estimate of 15%. However, global mobile phone shipments this year have been slightly revised downwards. The forecast for a recession was 7-9%, which was revised down to a recession of 11-13%.
In addition, TSMC also revealed that its 3nm process is expected to be mass-produced in 2021, and and will be mass-produced in the second half of 2022. Compared with the 5nm process, 3nm will bring about a 70% density increase, a 10%-15% speed gain, and a 20- 25% power increase.
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