Bitmain may emerge as the one of the biggest clients at TSMC 4/5nm in the short term.
March 24, 2023
Key Takeaways:
- Bitmain may become one of the biggest clients at TSMC for 4/5nm in the short term and support the declining UT rate.
- TSMC's 4/5nm utilization rate may remain at 70-75% due to demand slowdown in key customers such as Apple, Nvidia, and Qualcomm.
- TSMC may push Bitmain to increase its wafer inputs during the low demand season of 1H23, as there may not be enough capacity to meet Bitmain's demand when other clients recover in 2H23.
- The utilization rate for TSMC's 4/5nm is expected to increase in 3Q23 with the new product ramp-up for Qualcomm and Nvidia.
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Authors
Lucy Chen
Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.
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