[CNMO News] Recently, CNMO noted that some relevant media said that there is news in the industrial chain that TSMC will increase the production capacity of the 5nm process process, thereby increasing shipments, and the monthly shipment will increase from the current 120,000 wafers to 150,000 in the third quarter.
TSMC (Source Network)
TSMC is an important chip foundry in the world and has close cooperation with many well-known companies around the world. In the field of mobile phones, most of the products of Apple, Qualcomm, MediaTek and other companies that are familiar to everyone are produced by TSMC. In the computer market, most of NVIDIA and AMD's products are also inextricably linked to TSMC.
Today, many industries around the world are facing a serious lack of cores. For example, in the automotive industry, the factories of many companies have reduced their production capacity due to problems such as lack of cores, and the sales of many companies have also been affected to a certain extent. If TSMC significantly increases its related production capacity, then it may be good news for these industries.
However, the relevant news said that TSMC increased the production capacity of the 5nm process, and the time was in the third quarter of this year. Then CNMO believes that this capacity expansion will benefit more mobile phone and computer manufacturers. For example, Apple's M1 chip is built using a 5nm process, and later this year, Apple is likely to launch M2 and A16 chips, which are equipped on their own computers, tablets and mobile phones. At that time, TSMC's production capacity will be able to meet Apple's needs very well.
TSMC's increase in production capacity related revelations
According to relevant news, in addition to the Qualcomm Snapdragon 8 Plus mobile platform that is in preparation, Qualcomm's new 7 series platform is also coming. It will debut later this year, perhaps using TSMC's 5nm process.