In the third quarter, TSMC expects revenue growth of almost 19%, but the second quarter itself was not as successful as the same period last year. At least colleagues from the site claim that in terms of the number of processed silicon wafers, the second quarter of this year was the worst for TSMC in the last three years. This is quite natural, since the first half of the year showed cooling both in the smartphone market and in the server segment. TSMC's customers described such phenomena in their quarterly reports and forecasts, so there was simply no way for additional demand for TSMC services to come from.
However, at the quarterly reporting event, TSMC management expressed confidence that "the bottom has already been passed" and the company's financial performance will return to growth in the second half of the year. This will be facilitated by both the expansion of EUV lithography and the preparation of the market for the transition to 5G generation communication standards, which will begin well in advance.
Another chart is also interesting, showing the dynamics of changes in TSMC's revenue from various technological processes. It can be tracked, for example, that a surge in demand for 7nm technology occurred in the fourth quarter of last year, and has since undergone a noticeable correction. However, by the end of the year, the company expects to increase the share of revenue from the sale of 7nm products to 25%, so the demand for these services will inevitably grow.
The 28-nm technology can also be recognized as a market long-liver, the share of which in TSMC's revenue is inevitably declining, but this is happening quite smoothly. Curiously, the last quarter was marked by a surge in customer interest in 16nm and 20nm process technologies. But the 10-nm process technology after the peak values ββββof the last quarter of 2017 went down sharply in terms of revenue, in the last quarter of this year the company received no more than 3% of revenue from the sale of core products.
Source: 3dnews.ru