IT Home August 24th news Media DigiTimes reported today that TSMC's 5nm advanced process is accelerating, and Samsung is catching up, trying to overtake through 3D IC packaging to win more orders. Economic Daily said that TSMC's 5nm order production capacity is strong and is accelerating production expansion. TSMC will once again expand its production capacity next year, with an increase of more than 70%, which can further expand the gap with Samsung.
Economic Daily stated that the United States has once again launched a new round of Huawei ban, and TSMC's advanced process orders have not been affected, but are more in short supply.
Supply Chain said that although HiSilicon cannot continue to invest in TSMC, TSMC's 5nm technology is uniquely leading, including Apple, Ultramicro, Qualcomm, MediaTek, Nvidia, etc., at least eight major manufacturers around the world are competing for their production capacity, and will still maintain growth momentum in 2021.
Supply chain person also said that TSMC is using the 5nm process as Apple's exclusive OEM, and Apple A14 processor accounts for about 80% of TSMC's production capacity this month. The intensive A14 shipment time is concentrated in October, which coincides with Apple's expected release time.
reported that TSMC is accelerating its production expansion. Not only will the production capacity of the third phase of Nanke 18 factory (P3) will be in place in the fourth quarter, but the production capacity of the fourth phase of Nanke 18 factory (P4) will be further expanded in the second quarter of next year, and the production capacity will exceed 100,000 pieces by then.
IT Home learned that the Economic Times stated that MediaTek, NXP and mainland China’s three major AI chip companies have introduced TSMC’s 5-nanometer process production, but the specific chip information is unknown.
