According to the Taiwan Economic Daily, supply chain sources revealed that TSMC's production capacity in 2022 is very sought-after, and dozens of customers such as AMD, Apple, Nvidia, qualcomm have paid funds in advance to ensure that subsequent production can be carried out smoothly. TSMC is expected to make an advance payment of NT$150 billion this year (about 34.635 billion yuan), which can also make TSMC gain a lot of profits by relying solely on interest.
TSMC will hold an online meeting on Thursday (13th), so the company will not respond to any rumors in recent days. According to industry insiders, TSMC's important customers have successively increased their advance payments, highlighting that related orders are not "false demand", which will help reduce subsequent uncertainty.
Industry insiders believe that TSMC's demand from high-speed computing, Internet of Things, flagship smartphones, automotive chips and other products is very strong, and it is expected that revenue growth in 2022 will reach 26%, a new high.
In addition, according to the Taiwan Business Times, the iPhone15 launched in 2023 will for the first time all use self-developed chips, manufactured by TSMC, of which the 5G chip will use TSMC 5nm process, the RF IC will use TSMC 7nm process, and the A17 application processor will use TSMC 3nm mass production
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