Supply chain says TSMC's 5/3 nanometer production is nearly full ahead of schedule, and Baoshan plant will start trial production of 2 nanometers in the fourth quarter

News from this website on February 20, according to Taiwan Electronic Times, the semiconductor supply chain stated that not only did TSMC’s existing process capacity utilization rate fully rebound, but its 2-nanometer progress was also better than expected. In addition to the slowdown in 8-inch capacity utilization rate in the first quarter, In addition to the gradual recovery, TSMC's 12-inch production utilization rate has reached more than 80%, especially the 5/4nm process remains fully loaded.

The proportion of 3 nanometers (N3B, N3E) with an OEM price of nearly US$20,000 has increased from 75% to 95% by the end of 2023 %, the monthly production capacity in the first quarter reached 100,000 pieces ahead of schedule. It is estimated that first-quarter results may exceed previous financial forecasts.

This site noticed that the supply chain stated that TSMC’s 3-nanometer process will be mainly N3B in 2023. By the end of the year, the monthly production capacity has increased from about 60,000 wafers to 80,000 wafers, and will be taken over by N3E in 2024. With the stick going into battle, the monthly production capacity will be increased to 100,000 pieces month by month. The main customer is Apple, and many other customers including Intel, MediaTek, Qualcomm, etc. have also begun to expand production.

TSMC performed strongly in the 5/4 nanometer field where foundry quotations exceed US$10,000 in the fourth quarter of 2023. Its revenue proportion has increased to 35%, and the proportion in the entire 2023 is 33%. By the end of 2023, TSMC's capacity utilization rate will be close to 90%, and it is expected to reach full capacity in the first quarter of 2024. Currently, the company's 5/4nm process has become the main wafer production node in fields such as mobile phones and high-performance computing (HPC), attracting many AI customers.

The 28nm process has returned to 80% of the normal level, and the 7/6nm process, whose capacity utilization rate fell below 50% in the past year, has also slowly increased to 75% quarter by quarter.

According to TSMC’s forecast, about 70% of current revenue comes from advanced process technologies below 16 nanometers. In the next few years, this proportion will continue to rise as the contribution of 3nm and 2nm process technologies gradually increases. It is expected that mature process technology will account for no more than 2% of revenue in the future.

According to the supply chain, TSMC’s 2nm is progressing quite smoothly. The Baoshan P1 plant will start trial production in the fourth quarter of 2024 and enter mass production in the second quarter of 2025. The first adopting customer will still be Apple. , including Intel, MediaTek, Qualcomm, AMD, Nvidia and many other customers have also started cooperation.

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