"Science and Technology Innovation Board Daily" (Shanghai, editor Song Ziqiao) news, semiconductor foundry capacity continues to be in short supply, even Apple can not get special treatment. According to Taiwanese industrial and commercial reports, supply chain sources said that due to the shortage of wafer foundry capacity, TSMC will fully increase the wafer foundry price in 2022, Apple is its largest customer, in the past has never been "affected" by price increases, and now in order to ensure that production capacity has accepted price increases, and packageDSMC 120,000-150,000 pieces of 4nm production capacity.
Will use TSMC 4nmN4P process projection is Apple's self-developed new generation of A16 application processor, the processor chip has completed the design finalization, is expected to start mass production in the second half of the year in TSMC Fab18 factory, and will eventually be equipped with a new generation of iPhone14 and iPad and other products.
From the perspective of growth, TSMC's 16nm and optimized 12nm, 7nm and optimized 6nm, 5nm and optimized 4nm and other advanced processes, the average price in 2022 is about 8-10% higher than in 2021, but because Apple is (TSMC's) largest customer, its order growth will be lower than other advanced process customers.
Source: TSMC said yes
TSMC CEO Wei Zhejia mentioned that the 5nm series process continues to benefit from the growth of smart machines and high-speed computing (HPC) applications, while the 3nm process will be mass-produced in the second half of this year according to the schedule.
In addition, TSMC once again stressed the inextricable shortage of production capacity and announced the highest capital expenditure plan in history. TSMC Chairman Liu Deyin said in response to investors' questions that the increase in orders from IC design and IDM outsourcing, wafer foundry this year will be a good year, TSMC's revenue growth rate will exceed the semiconductor industry and IC design industry, Wei Zhejia said, "IDM factory is still TSMC's high-quality customers, we have prepared (expand) capital expenditure to meet the long-term needs of IDM factory to expand outsourcing orders." "Capital expenditures are expected to be $40 billion to $44 billion in 2022, up 33%-47% year-over-year.
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