TSMC estimates that the annual revenue of the Arizona plant will reach 10 billion dollars

It is reported that TSMC held the equipment entry ceremony in the Arizona plant. On December 6, TSMC Chairman Liu Deyin said that after the two plants in Arizona were put into operation, the estimated annual revenue would reach 10 billion dollars, and the market value of its terminal products was estimated to exceed 40 billion dollars.

This chip factory with a total investment of $40 billion is estimated to start consuming 5nm manufacturing process in 2023 and 3nm manufacturing process in 2026. TSMC estimates that after the two chip manufacturing plants are put into operation, they will consume more than 600000 wafers each year, and the annual revenue will reach US $10 billion (about 69.7 billion yuan).

TSMC estimates that the annual revenue of the Arizona plant will reach US $10 billion after it is put into operation

It is reported that Apple and Nvidia will become the first batch of customers of TSMC's US plant, and AMD and Celestine are also in negotiation. It is expected that the chips of these companies will be consumed in the new plant of TSMC in Arizona.

In mid-October, TSMC released its weakest quarterly profit in two years. In the third quarter of the previous year, the company made a net profit of NT $280.9 billion, a sharp increase of 80% over the same period of the previous year, and its revenue was NT $613.14 billion, a year-on-year increase of 48%. The company estimated that its revenue in the fourth quarter would increase by 29% to US $19.9 billion to US $20.7 billion, compared with US $15.74 billion in the same period last year.

The industry is still skeptical about the smooth consumption of TSMC's factories in the United States. After all, there is still a period of time between 2024, and chip manufacturing is not only limited to manufacturing factories, but also needs the support of all links in the entire manufacturing industry chain, including equipment, data, etc.

Shenzhen IC chip agent and chip semiconductor agent company identify Chengyexing, Huaqiangbei 20-year component BOM distribution company, with a monthly shipment of 500000 - 10 million PCS, and all IC component product information cloud storage, which can provide supporting services such as product tape, burning, laser de-screen printing.