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Did MediaTek and AMD win?TSMC’s Q2 production capacity focuses on 5G, HPC and automotive electronics | duzline.com

Due to the tight global semiconductor production capacity, TSMC, as the largest foundry, has now become the object of competition, because the latter’s capacity allocation will affect the revenue performance of downstream customers.

According to reports, TSMC recently completed the production capacity allocation for the Q2 quarter. There are three priority directions for production capacity, namely 5G, HPC high-performance computing and automotive electronic chips.

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Due to the trade secrets involved, TSMC will not announce the specific order volume of each company, but we can analyze it from relevant clues.
First of all, as a super VIP customer, Apple’s 7nm and 5nm advanced process capacity is definitely the first to ensure. In 2020, Apple will contribute 25% of its revenue, and it is the only one.

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Last year, Huawei ranked second in TSMC’s revenue, but since September last year, it has not been able to OEM. The production capacity allocation in Q2 will not have Huawei’s share, so 5G chips will also take care of other manufacturers.
Considering that Qualcomm’s Snapdragon 888 is turning to Samsung’s 5nm foundry, MediaTek is considered to be one of the biggest winners of this capacity allocation.

The supply of 7nm, 6nm and future 5nm Dimensity chips will continue to increase.
On HPC chips, NVIDIA has also turned to Samsung foundry. TSMC should give priority to customers like AMD. Now the 7nm demand for Ryzen 5000 and RX 6000 remains high. Earlier news said that AMD will replace Apple as the largest 7nm customer this year.

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5G and HPC chips require advanced technology, while automotive electronic chips tend to be mature technology. These capacities mainly ensure the supply of chips from global automakers. Although the profit of a single chip is not as good as the previous advanced chips, the total demand is large, and TSMC will also Priority care. V #duzline #AMD



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