According to previous reports, due to the still poor macroeconomic conditions, TSMC expects its performance in the first quarter of 2023 to be affected. According to UDN, due to the increasingly fierce competition among Apple, AMD, and Nvidia in the field of AI chips, several companies have recently placed urgent orders with TSMC. Due to the chip production cycle, related products will be gradually launched after April. It is expected that TSMC’s performance in the second quarter of 2023 will be better than previously predicted data.
ChatGPT has become popular recently, and various applications have emerged one after another. Its computing power is provided by Nvidia, and Apple’s M-series chips are also designed with AI computing units. AMD launched the Alveo V70 accelerator card at CES 2023, with a total of 146 billion transistors, using Chiplets technology, and using TSMC’s 5nm/6nm process technology.
Previously,
TSMC stated that due to the impact of semiconductor inventory adjustments, it is expected that revenue in the first half of 2023 will decrease year-on-year, and it is expected to increase year-on-year in the second half of the year, and a small increase is expected for the whole year. Due to Apple, AMD, and Nvidia’s recent orders for AI chips, it is expected that the revenue contraction in the second quarter of 2023 is expected to narrow to 3%.
TSMC is currently affected mainly by the 6nm/7nm process technology. As Apple, AMD, and Nvidia accelerate AI layout, related accelerators and chip design applications are mainly produced by TSMC’s 5nm process, which makes the utilization rate of TSMC’s 5nm production capacity still have certain support.
Research firm Counterpoint predicts that AMD and Nvidia’s new products are currently mostly produced with 4nm/5nm process technology, and it is expected to launch CPU/GPU products with 3nm process technology after the second half of 2023. It is estimated that about half of the 5nm production capacity in 2023 will be contracted by AMD and Nvidia, and the other half will be ordered by Apple.
