Breaking News

aKASA announces RGB controllers the new SOHO and VEGAS XL A Brief History of the Galaxy S Series’ Camera Technologies Samsung Introduces the 870 EVO SATA SSD Series Qualcomm Announces Boosted Snapdragon 870 5G Mobile Platform BIOSTAR UNVEILS THE ALL NEW Z590 VALKYRIE MOTHERBOARDS

logo

  • Share Us
    • Facebook
    • Twitter
  • Home
  • Home
  • News
  • Reviews
  • Forum
  • Legacy
  • About
    • Submit News

    • Contact Us
    • Privacy

    • Promotion
    • Advertise

    • RSS Feed
    • Site Map

Search form

TSMC Expected to Enjoy Significant Growth in 2020 on Demand for Advanced Chips

TSMC Expected to Enjoy Significant Growth in 2020 on Demand for Advanced Chips

Enterprise & IT May 8,2020 0

Taiwan Semiconductor Manufacturing Company (TSMC) is expected to see a strong rebound starting next year as fabless companies such as AMD grab market share from Intel.

Key TSMC customers such as AMD, Apple, HiSilicon, Nvidia and Qualcomm are expected to increase their orders on market share gains and high growth in end markets.

In case of AMD, the company is exprcted to continue to see some share gains particularly in CPUs both in servers and PCs, as a result of Intel’s recent struggles to advance its manufacturing. About 50% of AMD’s sales use TSMC’s 7nm production, but nearly all of AMD’s output is expected to be made at leading-edge nodes by 2021. That would further boost TSMC's sales.

AMD will also provide the chips for the Xbox Series X and the PS5. This means that AMD will see a steep ramp in console-related silicon sales in the second half of 2020 and in 2021. All of those chips will be made using TSMC’s 7nm+ capacity.

Chinese chip design companies account for about 20 percent of TSMC’s demand. China is seeking for semiconductor independence from the west and that domestic like SMIC still lag three generations behind TSMC and face hurdles in catching up, especially after the U.S. government blocked SMIC from acquiring EUV lithography equipment from ASML.

The U.S. may also clamp down on TSMC’s sales to HiSilicon, the chipmaking arm of Huawei. TSMC uses its 7nm process to make HiSilicon’s Kirin 980 processor for 5G smartphones. HiSilicon, which accounts for about 15 percent of TSMC’s demand, is TSMC’s second-largest customer after Apple. Potential U.S. restrictions on TSMC sales to HiSilicon would be a downside for the Taiwan chipmaker during the near term.

Apple, another TSMC client, is said to eventually combine its MacOS and iOS and shift production from Intel to internally developed Arm-based processors for its PCs. That shift will increase Apple’s demand with foundries.

Apple will also equip its upcoming iPhones with 5G modems, provided by Qualcomm - a TSMC client. That move will possibly provide as much as $2 billion in sales to foundries in light of higher 5G modem expenses, and TSMC is likely to be the largest beneficiary of the shift.

Nvidia has been a client of both TSMC and Samsung for data-center related chips, and such orders are expected to double in 2021.

About a third of TSMC’s production is on sub-10nm nodes with TSMC likely to exit the year with close to 50 percent of production on sub-10nm processes as 5nm production ramps.

In contrast, excluding Samsung, TSMC’s competitors remain on 10nm+ process nodes. GlobalFoundries, the third largest foundry, decided not to pursue advanced node progression in 2018 and instead to focus on lagging nodes.

Most of Intel’s production remains on 14nm parts. While Intel’s 14nm process roughly maps to TSMC’s 10nm technology, TSMC is currently in the lead with 7nm.

Tags: TSMC
Previous Post
Facebook Users Accept $550 Million Privacy Deal Over Facebook's “Tag Suggestions”
Next Post
The Redesigned Facebook.com Goes Live

Related Posts

  • TSMC Announces 7nm Automotive Design Enablement Platform

  • Synopsys and TSMC Collaborate to Enable Designs of HPC, Mobile, 5G, and AI SoCs with Certified Solutions on TSMC N5 and N6 Processes

  • TSMC Does Not Accept New Orders From Huawei: Nikkei

  • TSMC to Build Arizona Chip Plant

  • Trump In Talks With Chip Makers Including TSMC to Bring Factories in the US: report

  • TSMC Reports High First Quarter Profit on iPhone Demand

  • TSMC and UMC Report Increased March Revenues

  • Intel CFO Talks About Coronavirus Outbreak, Manufacturing Process Progress

Latest News

aKASA announces RGB controllers the new SOHO and VEGAS XL
PC components

aKASA announces RGB controllers the new SOHO and VEGAS XL

A Brief History of the Galaxy S Series’ Camera Technologies
Smartphones

A Brief History of the Galaxy S Series’ Camera Technologies

Samsung Introduces the 870 EVO SATA SSD Series
PC components

Samsung Introduces the 870 EVO SATA SSD Series

Qualcomm Announces Boosted Snapdragon 870 5G Mobile Platform
Smartphones

Qualcomm Announces Boosted Snapdragon 870 5G Mobile Platform

BIOSTAR UNVEILS THE ALL NEW Z590 VALKYRIE MOTHERBOARDS
PC components

BIOSTAR UNVEILS THE ALL NEW Z590 VALKYRIE MOTHERBOARDS

Popular Reviews

CeBIT 2005

CeBIT 2005

Zidoo Z9S 4K Media Player review

Zidoo Z9S 4K Media Player review

CeBIT 2006

CeBIT 2006

LiteOn iHBS112 review

LiteOn iHBS112 review

Club3D HD3850

Club3D HD3850

Crucial P1 NVMe 1TB SSD review

Crucial P1 NVMe 1TB SSD review

Hitachi DZ-MV100A DVD Camcorder

Hitachi DZ-MV100A DVD Camcorder

Toshiba Exceria M303 64GB and M501 Exceria Pro 64GB MicroSDXC review

Toshiba Exceria M303 64GB and M501 Exceria Pro 64GB MicroSDXC review

  • Home
  • News
  • Reviews
  • Forum
  • Legacy
  • About
    • Submit News

    • Contact Us
    • Privacy

    • Promotion
    • Advertise

    • RSS Feed
    • Site Map
  • About
  • Privacy
  • Contact Us
  • Promotional Opportunities @ CdrInfo.com
  • Advertise on out site
  • Submit your News to our site
  • RSS Feed