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TSMC 5nm capacity utilization to drop in 1Q23

Daniel Nenni

Admin
Staff member
Per Digitimes:

"TSMC will see its capacity utilization for 5/4nm process nodes slide from 90% to 70% in the first quarter of 2023, due to cutbacks in orders from Apple and AMD, according to industry sources."


I think that is a pretty safe thing to say but let's go with 80% versus 70%.
 
I don't think it will be as low as 70%.
If it's 70%, TSMC official Q1 outlook should be a lot worse.
 
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