Original title: TSMC’s quarterly revenue share of 5nm process is close to 7nm, but there is still a big gap throughout the year
[TechWeb]News on January 13th, according to foreign media reports, chip foundry TSMC released its financial report for the fourth quarter of last year this afternoon. Judging from the submitted documents, the revenue contributed by their 5nm process is close to that of the 7nm process. But for the full year of 2021, there is still a big gap.
TSMC’s financial report shows that in their revenue in the fourth quarter of last year, the 5nm process accounted for 23%, making it the second largest source of revenue, second only to the 7nm process, which accounted for 27%.
Although there is still a gap between the proportion of 5nm process and 7nm in TSMC’s quarterly revenue, the gap has narrowed significantly whether it is year-on-year or month-on-month. In TSMC’s revenue in the fourth quarter of 2020, the 5nm process accounted for 20%, and the 7nm process accounted for 29%; in the third quarter of 2021, the 5nm process accounted for 18%, and the 7nm process accounted for 34%.
In TSMC’s annual revenue in 2021, the 5nm process contributed 19%, and the 7nm process accounted for 31%, and there is still a big gap. However, compared with 2020, the gap has also narrowed. The 5nm process will account for 8% of TSMC’s revenue in 2020, far lower than the 33% of the 7nm process, nor the 16nm process that accounts for 17% and the 28nm process that accounts for 13%.
However, since TSMC’s 5nm process only started mass production in the first quarter of 2020, the production time is not long. Except for a few major customers, there are still a large number of customers who have not switched to this advanced process technology, and are in operation with the 7nm process. The gap in revenue share is also expected.
However, with the extension of mass production time, the revenue gap between the 5nm process and the 7nm process has narrowed significantly. In 2021, it has become the second largest revenue source for TSMC after the 7nm process. With the further extension of mass production time, more customers will turn to this process, which is expected to replace 7nm soon and become TSMC’s largest revenue source.
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