Recently, many people have expressed concern about whether TSMC can advance the production of advanced technology as planned. This may also affect Apple’s plans for related chips, including the A-series used in iPhones and the M-series used in Macs. According to the roadmap announced by TSMC, the N3 process node will be mass-produced in the second half of 2022, and trial production is expected soon.
According to Wccftech reports, TSMC’s board of directors approved a capital expenditure of $9 billion at a meeting held yesterday, which will be used to expand the production capacity of advanced processes, mature processes, and special processes, advanced packaging production capacity, and construction of related facilities, and the capital expenditure for R&D and maintenance in the first quarter of 2022. At the same time, the increase in production capacity of mature processes can alleviate shortages such as automotive chips.
In addition, TSMC also announced its revenue for October this year, showing that revenue for the month had a year-on-year increase of about 13%, but it fell by 11.9% from the previous month. Compared with the first ten months of 2020, TSMC’s revenue in the first ten months of 2021 increased by 17%, while the month-on-month decline in October. It is likely to prepare in advance for the adjustment of inventory in the semiconductor industry and the subsequent reduction in demand.
There are rumors that TSMC’s growth in the last quarter of this year may be dragged down by the reduction in orders for 5G modems, and the growth rate may drop to 5%. In addition, a report from a professional investment institution pointed out that due to the increase in the cost of the new manufacturing process, TSMC’s gross profit margin may drop below 50%.