On January 17, TSMC's fab capacity utilization rate will be fully improved in the first quarter of 2024, according to sources at the semiconductor equipment company.
The sources said that TSMC 8-inch and 12-inch fab utilization rate has been restored to 70-80% and 80% respectively. Among them, the utilization rate of 28nm process has recovered to 80% of the normal level. In addition, the utilization rate of 7/6nm process has returned to 75%, while in the past year and a half, this utilization rate has been below 50%.
5/4nm process capacity is almost full, while 3nm process capacity utilization has exceeded 70% in January and is expected to reach 85% in the first quarter.
A few days ago analysts expected TSMC to report a 23% drop in profit in the fourth quarter of 2023, but analysts predicted TSMC would achieve better growth this year, driven by a rebound in demand. Meanwhile the drop in profits underscores TSMC's performance in 2022, when the company was strong, driven by backlogged demand in the wake of the outbreak, and its customers include Apple and NVIDIA.
It is reported that TSMC will be held on Thursday (January 18), the industry is concerned, TSMC chairman Liu Deyin retired after the new board members, advanced packaging capacity deployment, overseas layout, advanced process demand, the global semiconductor market development and other issues, when TSMC released the outlook will also become a boom wind vane.
