According to digitimes reports, the supply chain leaked that TSMC’s 28nm capacity utilization rate has never reached expectations, but it will be fully loaded in the fourth quarter.

The report pointed out that the main driving force for full capacity is that Qualcomm and Broadcom have transferred their 28nm orders from SMIC to TSMC in advance.

In addition, TSMC has built an exclusive 28nm process production line for Sony in Nanke. Sony’s high-end CMOS image sensor (CIS) large order will begin to increase in the first half of next year. The market expects that TSMC’s advanced and mature process order visibility will reach the end of next year. It is estimated that revenue can increase by at least 20% this year.

It is reported that TSMC’s 28nm capacity utilization rate has not met expectations, which has dragged down the company’s gross margin performance. However, since the second quarter of this year, it has risen quarter by quarter, reaching about 80% in the third quarter, and exceeding expectations in the fourth quarter. Has reached 100%.

In addition, Apple has increased 7nm orders since the beginning of this year. In the fourth quarter, 5nm production capacity was almost underwritten by Apple. In addition, Qualcomm, MediaTek, AMD, Nvidia, Xilinx and many other customers have also successively introduced 5nm processes and expanded 7nm orders Therefore, TSMC’s 7nm and 5nm advanced manufacturing processes continue to be fully loaded.