Thanks to the release and popularity of iPhone 12, TSMC, an apple chip manufacturer, has also gained sufficient business development funds.Most of the 2021 capex of $28 billion will be used to maintain and expand the company's technology leadership. Specifically, about 80% of this will be spent on advanced chips such as 3nm.In addition, part of the expenditure also covers the construction of a new factory in Arizona to help provide corresponding products to American customers.
TSMC expects record revenue in the first quarter of 2021, or between $12.7 billion and $13 billion, apple insider reported, citing DIGITIMES. As a reference, the company's revenue in Q4 2020 was US $12.68 billion, a year-on-year increase of 22%.
TSMC will be strong 5nm chip shipment, thanks to the market demand for 5g intelligent machine and high performance computer (HPC) applications. During the entire holiday season just past, smartphone chip shipments accounted for about 51% of its total wafer revenue.
A recent report from counterpoint research predicts that long-term cooperation with major customers such as apple and Qualcomm will help TSMC continue to lead its competitors in the field of chip foundry.