Since the first half of 2020, the production capacity of wafer foundry TSMC has continued to be tight, the capacity utilization rate has continued to be high, and their revenue has continued to hit new highs.
The latest report from Digitimes shows that the overall capacity utilization rate of TSMC’s fab is expected to drop to 80% in the first half of next year, of which the capacity utilization rate of 7nm and 6nm process technology will drop sharply, and the capacity utilization rate of 5nm and 4nm process technology will drop significantly and is expected to decline month by month starting from January next year.
If TSMC's overall capacity utilization rate declines in the first half of next year as reported, especially the decline in the capacity utilization rate of 7nm, 6nm, 5nm, and 4nm processes that contribute half of their revenue, it will lead to a decline in their revenue. Earnings dropped significantly.
Since TSMC is currently the world's largest wafer foundry business, its market share is much higher than that of other manufacturers, and its customer base is huge. If their capacity utilization rate declines, there is a high probability that the capacity utilization rate of other manufacturers will also not optimism.
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