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台积电6/7nm报价不升反降,2nm提前试产,或成下一个营收主力?

Taiwan Semiconductor's 6/7nm quotes did not rise but fell, and 2nm advanced trial production may become the next block order for revenue?

cls.cn ·  Jul 10 18:42

Source: Caixin.

TSMC's 6/7nm capacity utilization rate is only 60%, and it may reduce prices by 10% next year. The company will begin trial production of 2nm chips next week, and foundry prices are expected to rise along with 3/5nm. According to the latest data, TSMC's sales in June were approximately $6.4 billion, a year-on-year increase of 32.9%.

According to the Science and Technology News report,$Taiwan Semiconductor (TSM.US)$The prices of 6/7nm nodes have decreased, and the utilization rate of production capacity is only 60%. From January 1, 2025, the price will be reduced by 10%.

At the same time, TSMC is also intensively planning for 2nm foundry services:

According to the latest report from wccftech, TSMC will begin trial production of 2nm chip process nodes next week, which is significantly earlier than the previously expected fourth quarter. The trial production work will be carried out in the newly built wafer factory in Baoshan, Hsinchu, while testing equipment and components, which have been installed in the second quarter, will also be tested.

In fact, as early as March of this year, TSMC has established a plan for the next 5-year advancement and expansion of advanced processes, and has planned for various wafer factories in Baoshan and Kaohsiung, such as trial production time and capacity. It is reported that the 2nm plant in Kaohsiung is currently under construction.

In June of this year,$ASML Holding (ASML.US)$Roger Dassen, the chief financial officer, previously stated that TSMC will begin to receive a large number of 2nm-related orders starting from the second and third quarters.

China Merchants Securities' research report in April of this year stated that 2nm leads the industry in attracting demand for energy-efficient computing. TSMC plans to achieve mass production in 2025 and expects that the number of new orders for 2nm technology will be higher than that of 3nm and 5nm technologies in the first two years.

The increase in volume and price of multiple processes spurred performance growth.

Today, TSMC announced its latest performance. Its sales in June were NT$207.87 billion (approximately $6.4 billion), a year-on-year increase of 32.9% and a month-on-month decrease of 9.5%. In the first half of the year, the company achieved revenue of NT$989.474 billion (approximately $30.4 billion), a significant increase of 28%.

Previously, it was reported that due to the strong demand for AI chips and the recovery of the consumer electronics market, coupled with limited supply of advanced processes, TSMC's 3/5nm process nodes were in short supply, and prices will rise by 5% to 10% in 2025. At the same time, in June, it was reported that TSMC will initiate a new round of price increase negotiations, targeting not only 5/3nm, but also 2nm.

According to the latest report from Macquarie Securities, most of TSMC's customers have agreed to raise the foundry prices in exchange for a reliable supply.$Apple (AAPL.US)$, $Qualcomm (QCOM.US)$, $NVIDIA (NVDA.US)$with$Advanced Micro Devices (AMD.US)$Various manufacturers have already reserved TSMC's 3nm process capacity in large quantities, and there is a queue of customers waiting until 2026. In addition, Apple plans to use chips produced by the 2nm process in its products by 2025, making the upcoming iPhone 17 series the first device to use chips produced by this advanced process.

Looking ahead, this will drive TSMC's performance even higher. The above-mentioned institutions pointed out that TSMC's gross margin will rise to 55.1% in 2025 and approach 60% in 2026. In April of this year, TSMC stated at an earnings conference that it expects 2nm process chips to bring considerable revenue from the end of the first quarter of 2026. For TSMC, 2nm process chips will be a very, very significant milestone.

Editor / jayden

The translation is provided by third-party software.


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