IT Home November 9th news, according to DIGITIMES, the capacity utilization rate of TSMC's 7-nanometer family has been reported to have fallen below 50%. The decline in the first quarter of 2023 has intensified, and the expansion of Kaohsiung 7-nanometer production has also been temporarily suspended. TSMC said it would not comment.
Some industry insiders revealed that the 7nm capacity utilization rate of Taichung Fab 15B factory is lower than expected, and has now dropped to below 50%. It is expected that the decline will intensify again in 2023Q1. The progress of the low-key Zhuke Fab 12 (P8) factory is unknown, while the 7nm plan of Kaohsiung Fab 22 factory will be shelved indefinitely. In the future, the production capacity needs of each process and the construction of new factories will be planned again.
It is said that a series of adjustments such as vigorous order cutting and delayed shipment have a great impact. Although TSMC has many customers, the biggest impact is MediaTek , AMD , Qualcomm , Qualcomm , and APP with orders transferred to 5/4nm, new orders are far less than expected Intel , as well as the restricted Translative Unigroup , Bitmain and Alibaba Flat Head Ge , etc.
Although it was full of confidence at the French conference last month, TSMC also expected to relax for the first time. The capacity utilization rate of the 7/6nm process family will decline, and it will not return to the past level in the first half of 2023. At the same time, TSMC will also adjust the 7nm factory building plan of the Kaohsiung Fab 22 factory.
IT Home learned that Qualcomm and MediaTek have previously warned that smartphone inventory is serious. According to the wafer industry insider, MediaTek is also one of the largest companies in this wave of order cuts.
Due to weak market conditions, Intel PC, server and other products shipped worse than expected, which also forced Intel to reduce TSMC orders, including the 6nm order for Intel Arc A series GPUs, and the 7nm order for Xe-HPC architecture Ponte Vecchio.
In addition, the new product shipment is not as expected. Almost all the top ten customers have made adjustments, including NVIDIA using 7nm A100 chips and 4nm H100 chips, as well as the largest RTX 40 series orders, all of which have been completely revised or postponed, while Intel's 4nm and most important 3nm process orders have also undergone significant adjustments.
However, TSMC's orders for less than 5 nanometers are still quite popular. In addition to the new GPU with 5nm AMD Zen 4 architecture Genoa and RDNA 3 architecture, Qualcomm Snapdragon 8 Gen 2 will also adopt a 4nm process.
It is worth mentioning that TSMC also has a large order for new Apple Mac series phones with an annual shipment scale of nearly 20 million units since 2023, plus Apple's normal orders such as iPhone and iPad. Semiconductor equipment industry said that the future of global IC design customers will expand TSMC orders after completing the destocking of , including Broadcom , Marvell, MediaTek and other major manufacturers.
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