Income is in despair! TSMC makes matters worse: major customer NVIDIA cuts orders for graphics cards

News on July 11, according to data released by TSMC, as of June, the company’s consolidated revenue fell by 11.4% month-on-month and 11.1% year-on-year. Cumulative revenue receivable decreased by 3.5% year-on-year from January to June.

According to mobile phone chip experts, it was recently reported that NVIDIA’s investment in TSMC’s 4-nanometer wafers has been reduced to 10,000 pieces. These wafers are mainly used to produce graphics card chips. The whistleblower revealed that NVIDIA graphics card production reached 30 million units in the past year, which is much larger than the total volume of this year’s AI chip A100 H100 and other products. The blogger lamented this, pointing out that NVIDIA only performed well in the field of AI, and the market conditions of other product lines were worrying.

According to the editor’s understanding, among major IC manufacturers including Qualcomm, MediaTek, AMD, Broadcom, etc., only NVIDIA achieved quarter-on-quarter revenue growth in the first quarter, and the growth rate reached double digits. This further highlights NVIDIA's dominant position in the market.

People will continue to pay close attention to TSMC’s financial report released on July 20 to understand its performance in the second quarter. IC manufacturers are facing a series of challenges and pressures, including the saturation of the smartphone market and the persistence of global chip shortages. This has also triggered people's thinking and discussion about the future direction of the global semiconductor industry.

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