News on November 4, according to English media reports, TSMC has been at the forefront of the industry in chip manufacturing technology in recent years. Their 7nm and 5nm processes were the first to be mass-produced, and they have received a large number of orders from Apple and other companies, bringing them considerable revenue.
Judging from new reports in English media, in addition to the advanced 7nm and 5nm processes, the 28nm process they put into production in 2011 currently also has strong demand, and the capacity utilization rate has improved significantly after entering the fourth quarter.
English media quoted information from industry chain sources and reported that the capacity utilization rate of TSMC's 28nm process has improved and is now close to 100%.
According to information disclosed by sources in this industry chain, TSMC’s 28nm process capacity utilization increased after entering the fourth quarter, mainly because chip suppliers such as Qualcomm transferred most of their orders to TSMC.
TSMC's 28nm process was put into large-scale production in 2011. It has been nine years now. Although it is not TSMC's most advanced process, it still accounts for an important proportion of TSMC's revenue.
In the second and third quarters of this year, the 28nm process accounted for 14% and 12% of TSMC's revenue respectively, second only to the 7nm and 16nm processes. It is one of the three processes that account for more than 10% of TSMC's revenue.
ANNA