At present, TSMC, a leading company in the semiconductor industry, has won OEM orders from many chip manufacturers such as Apple, AMD, Xilinx, and Nvidia, and Qualcomm, which previously sought OEMs at Samsung, have also reported that they have transferred orders. TSMC.
Although the current global chip foundries are full of capacity, they are also distributed in order. According to the latest news, Qualcomm has now obtained TSMC’s 6nm and 5nm production capacity, and it is expected that new models equipped with Qualcomm’s new SoC based on the new process will be unveiled in the second half of this year.
According to Qualcomm’s practice, it is speculated to be mid-to-high-end chips. It is worth mentioning that earlier news that Qualcomm’s financial report was less than expected due to Samsung’s production capacity problems. This may be another reason for Qualcomm to seek help from TSMC.
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The supply chain said that TSMC’s 3nm process is progressing smoothly, and the trial production progress is better than expected. It has started risky trial production in March and delivered small quantities, and TSMC’s 3nm customers have Qualcomm.
