It is understood that the 5nm process of TSMC is currently in large-scale production in the first quarter of 2020, providing OEM services to companies such as Huawei, Apple . They have disclosed the revenue of the 5nm process from the third quarter.
TSMC CEO Wei Zhejia has mentioned many times at financial report meetings that they expect the 5nm process to contribute 8% of the annual revenue of TSMC . Judging from the latest financial report released by TSMC , 5nm revenue has met this expectation.
Recently, TSMC released its fourth quarter financial report for 2020. They revenue in the quarter was US$12.676 billion, a year-on-year increase of 22% and a month-on-month increase of 4.4%. Among them, the 5nm process technology contributed 20%. According to the proportion, the revenue of TSMC 's 5nm process reached US$2.535 billion in the fourth quarter.
financial report shows that TSMC 's gross profit in the fourth quarter of last year was US$6.845 billion, a year-on-year increase of 22.6% and a month-on-month increase of 2.5%. Gross profit margin was 54%, up from 53.4% in the previous quarter and 50.2% in the same period last year.
In terms of net profit, TSMC financial report showed that it was US$5.008 billion, a year-on-year increase of 23% and a month-on-month increase of 4%.
From the perspective of major platform applications, TSMC 's growth in the fourth quarter mainly came from automotive electronics, consumer electronics and smartphones, with revenues increasing by 27%, 29% and 13% respectively, while revenues of high-performance computing and Internet of Things fell by more than 10%.
In terms of capital expenditure, TSMC reached US$3.19 billion in the fourth quarter of 2020, and was US$17.24 billion in the full year of 2020.
Entered 2021, and the market value of TSMC has been rising continuously. As of the close of January 13, the total market value of TSMC and the US stock ADR reached US$552.16 billion, surpassing the "Stock God" Buffett's "Berkshire Hathaway" and becoming the 10th largest company in the world.