Analysts Forecast TSMC To Double 5nm Output This Year

Earlier this year Taiwan Semiconductor Manufacturing Co. outlined plans to increase its CapEx budget to $25 billion ~ $28 billion in 2021, many industry observers attributed the increase to building out 3-nm capacities in preparation to produce CPUs for Intel and other large customers. This is not quite the case, according to a forecast by China Renaissance Securities . At present, TSMC’s N5 capacity is around 55,000 ~ 60,000 wafer starts per month (WSPM), according to a forecast by China Renaissance Securities, which reiterated it earlier this week. Given the fact that TSMC can no longer serve Huawei’s HiSilicon, the foundry’s main and biggest N5 customer is Apple, which uses this technology to produce its A14 Bionic as well as M1 system-on-chips for its latest products. Apple is one of TSMC’s key customers that has early access to the latest process technologies and is among the first to adopt the newest nodes. Later this year other TSMC’s customers, such as AMD and Qualcomm, are projected to start using the manufacturer’s N5 fabrication process, which is when demand for this technology increases significantly. In a bid to satisfy demand for its N5 node in 2021 and in the following years, TSMC will… Read full this story

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