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TSMC 5nm capacity utilization to drop in 1Q23

Daniel Nenni

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."

www.digitimes.com

TSMC 5nm capacity utilization to drop in 1Q23

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.
www.digitimes.com

I think that is a pretty safe thing to say but let's go with 80% versus 70%.
 
V

VCT

Active member
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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