According to Taiwan Media Economic Daily, thanks to the demand for 5G smartphones and high-performance computing, TSMC’s four major customers, Apple, Qualcomm, Nvidia and MediaTek, have recently increased their orders for 7nm/5nm.

The report pointed out that the global hot sale of Apple's iPhone12 series will kick off the competition for next year's 5G smartphone hegemony. Other mobile phone manufacturers have accelerated the introduction of TSMC's 5nm chips and are expected to launch new products in January next year to seize the market.

It is reported that TSMC's 5nm production capacity continues to be tight, and some orders have been scheduled for the second half of next year. A few days ago, the company’s president Wei Zhejia said at the financial report: “In the fourth quarter, the demand for 5G mobile phones and high-performance computing continued to drive strong demand for 5nm. Although customer inventories remained above the seasonal level, due to the uncertainty of the general environment, In order to ensure a smooth supply chain, it is estimated that customers are above the seasonal inventory level and will continue to be maintained for a period of time."

As for TSMC’s 7nm and other advanced manufacturing processes, it continues to benefit from the strong demand for new servers and game consoles and new platform applications, which has become another major driving force for the company’s steady contribution from the fourth quarter of this year to the first half of next year.