TSMC Warns About No Additional Production Capacity in Q4 2022 - Investing 3 Billion Dollars to Expand

TSMC is a very important company in the tech Industry. It is 1 of the biggest fabs out in that location and the primary source to some fabless companies like Nvidia and AMD. It is because of this that anything that affects TSMC, affects the tech industry about straight. The semiconductor foundry in question has released a argument warning that Q4 will see them running on full capacity with no room to spare for additional contracts. They have also stated plans to invest approximately 3 Billion Dollars to aggrandize capacity for the future. url

TSMC Investing iii Billion Dollars to Aggrandize Capcity - No Additional Orders in Q4 2022

TSMC has also requested that its customers either book orders in advance so they don't accept to seek the service elsewhere. This sudden rush is unprecedented since at that place is usually no heavy need in this part of the twelvemonth. We might exist able to acquaintance it to both Nvidia and AMD requiring the bulk of their GPU production merely it appears to be much more than that. With Apple's, Qualcomm'due south and other IC companies orders queued up too its no wonder that they have reached total capacity. Since we know for a fact that the side by side generation of GPUs will exist baked here, the amount of load on the foundry is understandable. It also raises interesting questions and might even imply that AMD is secretly working on the Pirate Island serial as well. I doubt that without massive book orders from multiple customers, TSMC would be facing this logistical crisis right now, and then I volition personally accept this as a confirmation that AMD cores volition go into production in Q4.

Evidently the biggest demand is for the 200mm wafers, and then 300mm and and so 150mm. There are rumors about that say that TSMC is not merely producing the A8 processors for new Apple devices but will produce the A9 Sysetm on Chip as well, which would mean the demand might not let off anytime soon. It is because of this that TSMC management has now decided to invest $3.05 Billion USD for modernization of the foundry as well as a ramping up product capacity. The company gets the majority of its revenue from 5 companies and the foundry reveals that iii of them have modified their orders. They probably hateful the transition from 28nm to 20nm in this statement from which we can probably assume that Nvidia and AMD are included in those three.

#AMD #Nvidia and Apple must be straining the fab because TSMC claims no more for Q4 2022. http://t.co/ETPhmOuuwJ

— Usman Pirzada (@usmanpirzada) August sixteen, 2022