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June 8, according to the latest report from Taiwan media , TSMC canceled Huawei’s fourth-quarteradvanced process order, and has fully opened Huawei’s original production capacity to Othercustomers!
The US ban plan for May takes effect in September and is prohibited from Worldwide use of U.S.-made machinesor provided software to design Huawei or its affliates Manufacturing chips. It is understood that TSMC is unable toobtain the US government license and cannot ship to Huawei Hisilicon after 120 days, so it will be The fourth-quarteradvanced process capacity originally booked for Hisilicon has been opened to other customers, including largecustomers such as Apple, Qualcomm, MediaTek, and Ultra Micro.Additional order, 7-nanometer production capacitywill remain fully loaded in the fourth quarter, and 5-nanometer utilization rate will remain high-end.
Taiwan Media said it expects TSMC’s fourth quarter revenue to The third quarter was flat. Although Huawei’sHisilicon orders were lost, it had little impact on operations. The whole year is beautiful. The goal of Yuan revenuegrowth of 15% to 18% compared to last year will be successfully achieved.
According to supply chain news, Apple’s iPhone 12 related chips in the second half of the year Filmed at TSMCA14 application processor will eat TSMC 5 nano in the fourth quarterMio 12 to 130,000 pieces of production capacity,and intends to obtain the original 5-nanometer production capacity of Huawei HiSilicon.
Apple also plans to expand the production capacity of iPhone 11 and iPhone SE in the near future To attackHuawei’s mobile phone share, so in the fourth quarter, A13/A12 application processing was added.The productioncapacity is about 7 80,000 wafers, and the total amount of 7-nanometer TSMC’s total wafers in the fourth quarterwas raised to 170,000-180,000 wafers.
Apple adds 7nm, which is used for iPhone 11/SE A13, intended to grab the market share of Huawei’s mobilephones. For 5nm, Apple is also coveting the original Ben Intentional production capacity. After all, the Kirin 1000series processors have been around for too long, and one of its highlights is 5nm.
In addition, Qualcomm’s fourth season was originally prepared for the iPhone 12 5G modem chip and othercustomers’ 5G mobile phone chip requirements, plus OPPo, Vivo and other mobile phone manufacturers Orders wereexpanded and orders for approximately 35,000 to 40,000 7-nanometer sheets were added in the fourth quarter.MediaTek also benefited from the expanded release of mobile phone factories. Section Four seasons added 2 to25,000 tablets 7 Nano orders.
As for Supermicro because of Zen2/Zen3 architecture processor,RDNA / RDNA2 architecture graphics chipcustomized game console processing for Sony and Microsoft OEMdevice, etc. Demand has increased, and anadditional 1 to 15,000 7-nanometer wafers have been added in the fourth quarter.
However, the business details of Huawei and TSMC are beyond the knowledge of outsiders I know, considerinathat Huawei has grown to become the second largest customer of TSMC, about contribute 14% of revenue It can besaid that the relationship between the two is very close, so whether TSMC will cut off the supply will still be cleareruntil the September results.