A cikin kwata na uku, TSMC na tsammanin kudaden shiga zai karu kusan 19%, amma kwata na biyu da kanta ba ta da ƙarfi kamar daidai lokacin bara. Akalla abokan aiki daga rukunin yanar gizon da'awar cewa dangane da adadin wafer silicon da aka sarrafa, kashi na biyu na wannan shekara shine mafi muni ga TSMC a cikin shekaru uku da suka gabata. Wannan abu ne na halitta, tun farkon rabin shekara ya nuna sanyaya a cikin kasuwar wayoyin hannu da kuma a cikin sashin uwar garke. Abokan ciniki na TSMC sun bayyana irin waɗannan abubuwan a cikin rahotannin kwata-kwata da hasashensu, don haka kawai babu ƙarin buƙatar sabis na TSMC.
Duk da haka, a cikin kwata-kwata taron, gudanarwa na TSMC ya nuna tabbacin cewa "an riga an riga an wuce kasa" kuma aikin kudi na kamfanin zai dawo zuwa girma a cikin rabin na biyu na shekara. Za a sauƙaƙe wannan ta hanyar faɗaɗa lithography na EUV da kuma shirye-shiryen kasuwa don sauyawa zuwa ƙa'idodin sadarwar ƙarni na 5G, wanda zai fara a gaba.
Wani jadawali mai ban sha'awa yana nuna ƙarfin canje-canje a cikin kudaden shiga na TSMC daga matakai daban-daban na fasaha. Ana iya amfani da shi don bin diddigin, alal misali, cewa karuwar buƙatar fasahar 7nm ta faru ne a cikin kwata na huɗu na shekarar da ta gabata, kuma tun daga lokacin an sami gyara na gani. Koyaya, a ƙarshen shekara kamfanin yana tsammanin haɓaka kason kudaden shiga daga siyar da samfuran 7-nm zuwa 25%, don haka buƙatun ayyukan da ke da alaƙa za su ƙaru.
Hakanan ana iya ɗaukar fasahar 28nm a matsayin kasuwa mai tsayin daka, wanda rabon kuɗin shiga na TSMC ba makawa yana raguwa, amma wannan yana faruwa sosai. Yana da ban sha'awa cewa kwata-kwata da ta gabata alama ce ta haɓaka sha'awar abokin ciniki a cikin hanyoyin fasaha na 16-nm da 20-nm. Amma fasahar aiwatar da tsarin 10-nm, bayan mafi girman ƙimar kwata na ƙarshe na 2017, ya ragu sosai dangane da kudaden shiga; a cikin kwata na ƙarshe na wannan shekara, kamfanin ya sami fiye da 3% na kudaden shiga daga siyarwar. na core kayayyakin.
source: 3dnews.ru