As the owner of the foundry industry, TSMC's 7nm process is in full swing. Even with the Sino-US trade war, the decline in mining demand, and the sluggish sales of smartphones, 7nm will help TSMC continue to create new highs in the fourth quarter after reaching record revenues in the third quarter.
At the same time, despite rumors that Apple has cut off some of its A12 processor orders, TSMC still expects more than 100 chips based on 7nm and 7nm EUV EUV lithography to be streamed next year, doubling this year's 50 models. There are many, many of them get big customers like Huawei Kirin, Qualcomm, AMD, NVIDIA and Xillinx.
Therefore, TSMC is very optimistic about the prospects of the 7nm process in the next few years, and it is expected that the relevant annual income will be stable to reach 10-12 billion US dollars.
TSMC previously announced that the 7nm EVU has completed chip streaming for the first time. This is the first time that TSMC has applied EUV technology, although it is limited to a few key layers. Wei Zhejia revealed that TSMC plans to mass-produce 7nm EUV in 2020.
TSMC 7nm is currently at full speed and will contribute more than 20% of wafer revenue to TSMC in the fourth quarter of this year. The annual ratio is close to 10%, and it will exceed 20% for the whole year.
The VIS held by TSMC is equally confident, mainly due to the strong demand for 2K/4K large-size battery driver ICs, separate power components, and power management ICs.
However, due to the turmoil in the global economic and financial environment, TSMC and VIS are relatively conservative about next year's income.
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