TSMC to get benefit as Sony preparing to increase its stocks of PS5

Sony’s new-generation game console PS5 with a two-color “sandwich” design that was shown in June has been shipped. Foreign media is expected to have good sales. The sales in the first 4 weeks are close to 3.37 million units.

Looking at the sales, Sony is preparing to increase PS5 inventory at the end of the year, TSMC ASE is preparing more chip production capacity support

A report shows that Sony’s PS5 is selling well. In addition, Sony plans to increase its inventory at the end of the year, which has also increased the demand for CPUs. TSMC, which provides chip foundry services, and ASE, which provides packaging and testing services, are also preparing to provide capacity support.

The Sony PS5 is equipped with a custom-designed processor by AMD. The chip foundry TSMC adopts the 7nm process, and the packaging and testing services are handled by manufacturers such as ASE. The processor will be the key to Sony’s increase in PS5 stocking, which requires the support of TSMC and ASE.

Judging from the information disclosed by AMD CEO Su Zifeng on the second-quarter earnings analyst conference call in July, the processor required for the Sony PS5 has already been shipped in July. The English media mentioned in the report that there is news that the output of the processor required for Sony’s PS5 is continuously increasing, and the monthly production capacity is currently close to 1 million. It is expected that the cumulative shipment will reach 6 million by the end of this year.
(Source)