On February 16, TSMC held a board meeting to approve the total amount of employee bonuses and remuneration last year of about NT$71.2 billion (about 16.234 billion yuan), an increase of 2.4% year-on-year.
TSMC's employees continued to expand last year, with the total number of employees increasing from 50,000 to 57,000, coupled with last year's structural salary increases, and some of the performance was converted into fixed salaries, so that everyone could share about 284,800 yuan.
In TSMC's revenue, the revenue of 5nm and 7nm production lines contributed more than 50%, a large part of the production capacity of advanced production lines was packaged by Apple, the A15 chip on the iPhone 13 was produced by TSMC's 4nm process, and the A14 chip used the 5nm production line. The H1 chip used in headphones such as the AirPods Pro uses a 7nm process. AirPods has a large shipment of many headphones, and there is an H1 chip on each side, and the total order volume remains at a very high level.
According to data from a number of research institutions such as Counterpoint, Apple's mobile phone shipments returned to the first place in the world in the fourth quarter, and shipments in China also returned to the first position for a long time. Apple is likely to continue to place more orders from TSMC after seeing the iPhone 13 so popular, which may make TSMC's revenue in the first quarter of this year reach a new high.
TSMC's monthly revenue has reached new highs again and again, and TSMC's January revenue exceeded $6 billion for the first time. According to research institute data, Apple contributes about 25% of TSMC's revenue, is TSMC's largest customer, AMD, Intel and other contributions are also many.
(Source: unsplash)
In the wafer foundry industry, TSMC is currently the well-deserved boss. Both TSMC and Samsung are moving towards the key 3nm process, but the transistor density of the Samsung 3nm process is only similar to that of TSMC's 5nm, and Samsung will not pose a threat to TSMC for the time being.
Although Intel is more often producing its own chips, it will also be more involved in the wafer foundry industry in the future. According to Intel's own roadmap, its process process will evolve significantly in the next few years, and TSMC will face more competition.
However, TSMC will not be afraid of no orders. In the next few years, the car chip market and VR/AR equipment will need high-level chips. In a short period of time, TSMC's technology is enough to enable it to undertake more high-end orders.