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Analyst: TSMC Q3 capacity utilization keeps high-grade N7 production process tight

2025-03-29 Update From: SLTechnology News&Howtos shulou NAV: SLTechnology News&Howtos > IT Information >

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According to Ji WeChat, TSMC's July revenue increased by 49.9% compared with the same period last year, another record monthly high. Analysts said that TSMC's production capacity could not meet customer demand by the end of 2022, and TSMC was working hard to support customer growth.

According to the Taiwan media Economic Daily, analysts expect TSMC to maintain high capacity utilization in the third quarter, especially the production process below N7 will be tight.

It is reported that TSMC's consolidated revenue in July 2022 was about NT $186.7 billion, 63 million New Taiwan dollars, an increase of 6.2% over the previous month, an increase of 49.9% over the same period last year, and another record monthly high, surpassing the combined revenue of NT $185.7 billion 5 million in May this year.

In terms of capital expenditure, TSMC will spend $40 billion-$44 billion this year, a record high, with advanced processes including 2nm, 3nm, 5nm and 7nm being the focus of TSMC's capital expenditure.

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