June 8, according to the latest report from Taiwan media , TSMC canceled Huawei’s fourth-quarter advanced process order, and has fully opened Huawei’s original production capacity to Other customers!
The US ban plan for May takes effect in September and is prohibited from Worldwide use of U.S.-made machines or provided software to design Huawei or its affiliates Manufacturing chips. It is understood that TSMC is unable to obtain the US government license and cannot ship to Huawei HiSilicon after 120 days, so it will be The fourth-quarter advanced process capacity originally booked for HiSilicon has been opened to other customers, including large customers such as Apple, Qualcomm, MediaTek, and Ultra Micro.Additional order, 7-nanometer production capacity will 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’s HiSilicon orders were lost, it had little impact on operations. The whole year is beautiful. The goal of Yuan revenue growth 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 TSMC, A14 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 attack Huawei’s mobile phone share, so in the fourth quarter, A13/A12 application processing was added.The production capacity is about 7 ~80,000 wafers, and the total amount of 7-nanometer TSMC's total wafers in the fourth quarter was 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 mobile phones. For 5nm, Apple is also coveting the original Ben Intentional production capacity. After all, the Kirin 1000 series 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 other customers' 5G mobile phone chip requirements, plus OPPO, Vivo and other mobile phone manufacturers Orders were expanded 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 to 25,000 tablets 7 Nano orders.
As for Supermicro because of Zen2/Zen3 architecture processor, RDNA / RDNA2 architecture graphics chip, customized game console processing for Sony and Microsoft OEMdevice, etc. Demand has increased, and an additional 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, considering that Huawei has grown to become the second largest customer of TSMC, about contribute 14% of revenue It can be said that the relationship between the two is very close, so whether TSMC will cut off the supply will still be clearer until the September results.
