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YanQin
2021-03-09

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TSMC's 2020 revenue growth breaks record, Apple is the biggest customer

近日，台积电发布了其最新一期财报，根据财报显示受益于智能手机、高性能预算、物联网与消费性电子平台业务增长，台积电去年总营收增长25.17%，刷新历史新高纪录。外界猜测苹果应是台积电最大客户，且是台积电去年营运增长主要动力。据了解，台积电将在今年投资约250至280亿美元，远高于2020年的180亿美元，用于建设新的晶圆代工厂。

TSMC's 2020 revenue growth breaks record, Apple is the biggest customer

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According to the financial report, benefiting from the growth of smart phones, high-performance budget, Internet of Things and consumer electronics platform business, TSMC's total revenue increased by 25.17% last year, setting a new record high.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13257275646/0\"/>As mentioned in the financial report, Customer A is still TSMC's largest customer, contributing NT$336.775 billion (about RMB 78.28 billion) in revenue last year, an increase of about 36.22%, accounting for 25% of the total revenue from 23% in 2019. Outside speculation<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It should be the largest customer of TSMC, and it was the main driving force of TSMC's operation growth last year.</p><p>Customer B, the second largest customer of TSMC, contributed NT$167.39 billion (approximately RMB38.92 billion) in revenue last year, an increase of 9.49% over 2019, and its proportion of total revenue decreased from 14% in 2019 to 12%. It is speculated that Huawei should be TSMC's second largest customer.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13257275647/0\"/>In addition, TSMC is still in a leading position in the promotion of advanced manufacturing processes.</p><p>According to the latest news, TSMC will put into production the 3nm process ahead of schedule in the second half of this year. Although it is only a risky trial production and small-scale mass production, it is also of milestone significance.</p><p>Naturally, TSMC will mass-produce 3nm next year, with an initial production capacity of about 30,000 wafers per month, and 105,000 wafers per month by 2023, catching up with the current production capacity of 5nm, which had a production capacity of 90,000 wafers per month in the fourth quarter of last year.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13257275648/0\"/>According to TSMC data, although 3nm continues to use FinFET transistors, compared with 5nm transistors, the density increases by 70%, the performance can be improved by 11%, or the power consumption can be reduced by 27%.</p><p>It is reported that Apple will be one of the core customers of TSMC's 3nm, and it is expected to be used in A17 series chips. According to the news,<a href=\"https://laohu8.com/S/INTC\">Intel</a>Some processors will also be outsourced to TSMC 3nm.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13257275649/0\"/>It is understood that TSMC will invest about $25 to $28 billion this year, well up from $18 billion in 2020, to build new foundries. Among them, the company will give priority to expanding the production capacity of 12-inch wafers, and plans to build six 5nm plants in Arizona, USA.</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC's 2020 revenue growth breaks record, Apple is the biggest customer</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC's 2020 revenue growth breaks record, Apple is the biggest customer\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">科技美学</strong><span class=\"h-time small\">2021-03-08 21:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Recently,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Released its latest financial report. According to the financial report, benefiting from the growth of smart phones, high-performance budget, Internet of Things and consumer electronics platform business, TSMC's total revenue increased by 25.17% last year, setting a new record high.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13257275646/0\"/>As mentioned in the financial report, Customer A is still TSMC's largest customer, contributing NT$336.775 billion (about RMB 78.28 billion) in revenue last year, an increase of about 36.22%, accounting for 25% of the total revenue from 23% in 2019. Outside speculation<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It should be the largest customer of TSMC, and it was the main driving force of TSMC's operation growth last year.</p><p>Customer B, the second largest customer of TSMC, contributed NT$167.39 billion (approximately RMB38.92 billion) in revenue last year, an increase of 9.49% over 2019, and its proportion of total revenue decreased from 14% in 2019 to 12%. It is speculated that Huawei should be TSMC's second largest customer.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13257275647/0\"/>In addition, TSMC is still in a leading position in the promotion of advanced manufacturing processes.</p><p>According to the latest news, TSMC will put into production the 3nm process ahead of schedule in the second half of this year. Although it is only a risky trial production and small-scale mass production, it is also of milestone significance.</p><p>Naturally, TSMC will mass-produce 3nm next year, with an initial production capacity of about 30,000 wafers per month, and 105,000 wafers per month by 2023, catching up with the current production capacity of 5nm, which had a production capacity of 90,000 wafers per month in the fourth quarter of last year.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13257275648/0\"/>According to TSMC data, although 3nm continues to use FinFET transistors, compared with 5nm transistors, the density increases by 70%, the performance can be improved by 11%, or the power consumption can be reduced by 27%.</p><p>It is reported that Apple will be one of the core customers of TSMC's 3nm, and it is expected to be used in A17 series chips. According to the news,<a href=\"https://laohu8.com/S/INTC\">Intel</a>Some processors will also be outsourced to TSMC 3nm.</p><p><img src=\"http://inews.gtimg.com/newsapp_match/0/13257275649/0\"/>It is understood that TSMC will invest about $25 to $28 billion this year, well up from $18 billion in 2020, to build new foundries. Among them, the company will give priority to expanding the production capacity of 12-inch wafers, and plans to build six 5nm plants in Arizona, USA.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103082132227b6e457f&s=b\">科技美学</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"AAPL":"苹果","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103082132227b6e457f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2117698066","content_text":"近日，台积电发布了其最新一期财报，根据财报显示受益于智能手机、高性能预算、物联网与消费性电子平台业务增长，台积电去年总营收增长25.17%，刷新历史新高纪录。财报中提到，甲客户仍为台积电最大客户，去年贡献3367.75亿新台币（约合人民币782.8亿元）营收，增幅约36.22%，占总营收比重自2019年的23%增加至25 %。外界猜测苹果应是台积电最大客户，且是台积电去年营运增长主要动力。乙客户为台积电第二大客户，去年贡献1673.9亿新台币（约合人民币389.2亿元）营收，较2019年增加9.49%，占总营收比重自2019年的14%降至12%。外界猜测，华为应是台积电第二大客户。此外在先进制程的推进上台积电依旧处于领先地位。据最新消息，台积电将在今年下半年提前投产3nm工艺，虽然只是风险性试产和小规模量产，但也具有里程碑式的意义。很自然的，台积电会在明年大规模量产3nm，初期产能每月大约3万块晶圆，到了2023年可达每月10.5万块晶圆，赶上目前5nm的产能，而后者在去年第四季度的产能为每月9万块晶圆。根据台积电数据，3nm虽然继续使用FinFET晶体管，但是相比于5nm晶体管密度增加70％，性能可提升11％，或者功耗可降低27％。据悉，苹果将是台积电3nm的核心客户之一，预计会用于A17系列芯片，而据消息，英特尔也会将部分处理器外包给台积电3nm。据了解，台积电将在今年投资约250至280亿美元，远高于2020年的180亿美元，用于建设新的晶圆代工厂。其中，该公司将优先扩大12英寸晶圆的产能，计划在美国亚利桑那州建设6座5nm工厂。","news_type":1,"symbols_score_info":{"TWmain":1,"AAPL":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":150,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}