Now the problem of low loading on lines producing 7nm and 5nm chips does not exist.
Phenomenal revenue growth due to the implementation of accelerators for artificial intelligence systems, which NVIDIA management is counting on in the current quarter, according to DigiTimes, will be supported by an adequate increase in supply. At least, if a few months ago TSMC’s production facilities for the production of 7nm and 5nm products were not fully loaded, then this year they are not threatened.
Image Source: NVIDIA
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Almost all TSMC quotas for the production of 7nm, 6nm, 5nm and 4nm products by the end of the year were chosen by NVIDIA, which needs H100, A100 computing accelerators and their versions adapted to the requirements of the US authorities for China – H800 and A800 . For TSMC itself, these urgent orders from NVIDIA came as a surprise, since before that it had been waiting for the start of the release of Apple’s next generation chips to increase the pipeline load, but now NVIDIA is becoming the main client from this point of view. At its July investor event, TSMC may now revise its current year revenue guidance upwards.
