On January 18, TSMC, the founder of Tianzi No.1, organized an investor conference. Zhang Zhongmou, chairman of the company who is about to retire in June this year, said that TSMC’s revenue in 2018 is expected to increase by 10-15%, driven by HPC high-performance computing, IoT Internet of Things, and car driving.
TSMC also disclosed the progress of the 7nm process, claiming that it has obtained orders from more than 50 customers, covering smart phones, game consoles, processors, AI applications, bitcoin mining machines, etc., far from the dead Samsung.
Zhang Zhongmou claimed that TSMC has obtained a 7nm 100% market share, suggesting that Samsung 7nm has not yet had an order.
According to previous news, both the new flagship of Qualcomm Future (Shaolong 855?), or Apple's next-generation chip (A12?), will be exclusively handed over to TSMC 7nm process OEM.
TSMC expects that 7nm will be put into mass production in the second quarter of this year, reaching the maximum capacity in the fourth quarter, and the proportion of revenue contribution will also reach 10%.
Of course, TSMC will continue to promote the 10nm process, and this year's revenue share will further increase.
The bad news is that the price of silicon wafers is expected to continue to rise in 2018, and the gross profit margin of TSMC will be reduced by 0.5-1.0 percentage points.
PS: Intel has always claimed that its own technology is actually leading the opponent generation in technology. His 7nm is only equivalent to his own 10nm, but the key is that you come to...
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