If Hisilicon can't be put into production, will it matter? TSMC: Other customers will fill the gap

According to the Taiwan Media Economic Daily, TSMC held a regular shareholders meeting today (9). A shareholder asked about the impact of the HiSilicon control order on TSMC. Chairman Liu Deyin said that if there is no HiSilicon order, other TSMC customers would like to fill this capacity vacancy, but still hope that it will not happen, and if it happens, it will be filled up soon. A gap.

According to reports, TSMC's expansion of the US ban on Huawei led Huawei HiSilicon to vacate a 5nm capacity gap. However, there is news that AMD has come forward to "God Rescue" to place an order for high-end GPUs to fill the gap.

It is understood that AMD's orders started to be launched this month, and the estimated monthly investment is up to 24,000, which can almost consume the 5 nanometer capacity vacated by HiSilicon. In addition, there are at least five customers such as Intel, Xilinx, Qualcomm, Bitmain and MediaTek who have queued up to use TSMC's 5-nanometer process to produce new chips. Therefore, TSMC currently has a 5-nanometer production capacity of up to 60,000 pieces per month. Seamlessly integrate HiSilicon's order gap. TSMC is expected to increase capital expenditures to expand 5nm production capacity next year, including preparing nearly 30,000 5nm enhanced versions for AMD.

It is worth mentioning that, in terms of Huawei, the former largest customer, sources revealed that TSMC is showing a super-high sprint spirit, almost reducing the delivery time that usually takes 120 days by half, and it is rumored that TSMC's consideration of shortening the delivery period will lead to Yields are reduced, so HiSilicon undertakes orders with markup.