AMD, Nvidia business to drive TSMC's revenue growth in 2022

Asian Tech Press (Oct 19) -- NVIDIA Corp. and Advanced Micro Devices Inc. (AMD) have also become the two main drivers of TSMC's record revenue in 2022, according to a report by the Taiwanese newspaper DigiTimes on Tuesday, in addition to its two major customers Apple and MediaTek.

Citing relevant supply chain sources, the report said that in order to prevent the shortage of materials in 2022 from affecting shipments, the two companies' latest release order scale has increased by more than 30% compared to 2021.

TSMC is the biggest winner in the confidence explosion of the two major manufacturers in 2022.

According to the report, TSMC will use its 5nm process to manufacture NVIDIA's next generation Ada Lovelace GPUs for GeForce RTX 40 Series.

And AMD, after determining that the shortage of ABF carrier boards can be solved quarter by quarter in 2022, is also asking TSMC for more 7/6/5nm capacity. As a result, TSMC will have exclusive access to AMD's 7/6/5nm orders in 2022.

At the same time, TSMC also has orders from Intel to use 7nm and below processes, which will be in mass production successively. And the capacity of Qualcomm's 5G mobile chips also continues to expand, not only increase in 7/6nm wafer casting, but mass production of 5/4nm process chips in 2022.

In addition, not only the new iPhone shipments remain a higher level, Apple's shipments of Mac series with Arm-based chips in 2022 will expand quarter by quarter.

DigiTimes concluded that in the bag large single orders from Apple, AMD and NVIDIA, as well as Qualcomm, Intel and MediaTek's growing shipments, TSMC, which launched price increases in 2022, is expected to increase annual revenue by more than 15%.

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