At any point of the digital transition,…
TSMC recently released its financial statements for the first quarter of 2021, which showed sales of US$12.92 billion, up 25% year on year, and a gross profit margin of 52.4 percent, up 0.6 percent year on year. Smart phones and high-performance computing industries, to which Taiwan Semiconductor Manufacturing contributed 45 percent, 35 percent of income into the sum up to 80 percent, are the two foundations of absolute, another 9% of things, autopilot 4 percent, and other 7%.
TSMC delivered 3.36 million equivalent 300mm wafers in the third quarter, delivering 1.12 million units a month, up 8% from the average monthly manufacturing capacity in 2020.
If you look at TSMC’s improvements over the last five to six years in terms of process nodes, you’ll see some curious phenomenon.
At the moment, the two most recent processes, 5nm and 7nm, account for half of TSMC’s overall sales, or 49%. However, 5nm’s share of the market has fallen significantly from 20% to 14% in the last year, while 7nm’s share has recovered from 29% to 35%.
The explanation is straightforward. For the 5nm technology, TSMC does not have many customers or products, and it has also lost Huawei. Since the 7nm process is more advanced and has a smaller cost, it automatically draws more orders.
The 10nm method has not been able to conquer as a transfer node. Since reaching a high of 25% after half a year, mass manufacturing in the second quarter of 2017 rapidly shrank, and it essentially returned to zero in the second quarter of last year.
16nm is a very important and common node, and its revenue share does not fluctuate much. It has now recovered marginally to 14 percent, which is equivalent to 5nm.
The most tragic is 20nm, which is heavier than 10nm due to its intermediate existence. Following mass production in the first quarter of 2019, the proportion has never crossed 1%, and in the first quarter of this year, it totally vanished.
Since consumer demand is stable, 28nm, 40/45nm, 65nm, and 90nm+ mature technologies have all occupied a position, and they are all very stable.