The capacity utilization rate of TSMC 7-nanometer and 6-nanometer leading wafer foundry has declined. Counterpoint, the municipal agency, pointed out that TSMC's statement confirms that the inventory of 5G smart phone application processors and system single chips is still being

2025/06/2219:17:35 hotcomm 1140

TSMC Nanjing factory

wafer foundry leader TSMC's 7 nanometer and 6 nanometer capacity utilization rate declined. The municipal management agency Counterpoint pointed out that TSMC's statement confirmed that the inventory of 5G smart phone application processors (APs) and system single chips (SoCs) is still adjusting, and it is estimated that TSMC's 7 nanometer and 6 nanometer capacity utilization rate may drop by 80-90% in the first half of next year.

TSMC pointed out in a recent legal person briefing that due to the weak end markets such as smartphones and PCs, and the delay in product progress of customers, starting from the fourth quarter, TSMC's 7-nanometer and 6-nanometer capacity utilization will no longer be at the peak of the past three years. This situation is expected to continue until the first half of next year, because semiconductor supply chain inventory will take several quarters to rebalance to a healthier level.

TSMC has adjusted its capital expenditures for 7 nanometers and 6 nanometers accordingly, including adjusting the construction schedule of Kaohsiung's 7 nanometer wafer factory. TSMC believes that the demand for 7 nanometers and 6 nanometers tends to be more cyclical than structural phenomena, and is expected to rebound in the second half of next year.

Counterpoint judges that the adjustment of AP and SoC inventory of 5G smartphones may continue until next year, which is the main reason for the decline in TSMC's 7-nanometer and 6-nanometer capacity utilization. TSMC's statement has once again confirmed this market change. Due to weak sales in the smart phone terminal market, before the demand for 5G smart phone AP and SoC orders has recovered, TSMC's 7-nanometer and 6-nanometer capacity utilization in the next 2-3 quarters may drop to 80-90%, until new orders including WiFi, RF chips, SSD control ICs and other new orders start to be put into volume, and the utilization rate will significantly rebound.

TSMC's 7-nanometer family revenue accounted for 30% of the second quarter, with revenue contribution exceeding 160 billion yuan, but revenue contribution dropped to 26% in the third quarter, with revenue contribution below 160 billion yuan. TSMC pointed out that it will continue to work closely with customers in the long run to develop special and differentiated technologies, and is confident that it will push up another wave of structural demand in the next few years and backfill 7 nanometer and 6 nanometer production capacity. The 7 nanometer family will continue to become a large-scale and long-term process technology for TSMC.

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