Shulou(Shulou.com)11/24 Report--

CTOnews.com January 30 news, according to Taiwan Economic Daily, Apple, AMD, Nvidia in the field of AI competition is fierce, it is reported that the recent synchronization of TSMC urgent orders, related chips will be gradually produced in April.

The industry mentioned, from the calculation point of view, the current most successful application of AI chip ChatGPT has been imported into at least 10,000 Nvidia high-end GPU; in addition, Apple M2 series of new chips continue to import AI accelerator design; AMD has also released related new products, its most concerned "Alveo V70" AI chip, using TSMC 5x6nm Chiplets design, is planned to be launched within this year.

CTOnews.com learned that TSMC previously pointed out at the law conference that due to semiconductor inventory adjustment, revenue in the first half of this year will fall by the middle to the highest single digits per year (about 4 to 9 per cent), while US dollar-denominated revenue in the second half is expected to grow compared with the same period last year. Even if the global semiconductor industry faces recession this year, TSMC's full-year results are still expected to increase slightly.

The legal person estimates that with the urgent order of AI chips from the three major customers, the quarterly decline in TSMC's NT dollar revenue in the second quarter is expected to be reduced to about 3 per cent, moving towards the road of growth against the trend for the whole year. If inventory digestion goes as expected, TSMC is expected to return to its rapid growth track as soon as next year and move towards its goal of annual revenue of hundreds of billions of US dollars.

Industry sources pointed out that the current high inventory de-stocking pressure of PC and Netcom mainly affects TSMC 6max 7nm capacity utilization, but in Apple, AMD, Nvidia accelerated AI layout, the relevant accelerators and chip design applications are mainly produced by TSMC 5nm family process, which makes TSMC 5nm family capacity utilization still strong.

Counterpoint, a research institution, predicts that both AMD and Nvidia's new products are concentrated in 4x5nm production, and it is expected that CPU/GPU products using TSMC's 3nm family process will be launched one after another after the second half of 2023. Due to the steady and rapid growth of demand, it is estimated that about half of TSMC's 5nm family capacity in 2023 will be handled by AMD and Nvidia, and the other half will be won by Apple.

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