According to the analysis, TSMC’s revenue will exceed 100 billion U.S. dollars next year, reaching a new high

News from IT House on December 12, according to Taiwan Economic Daily, benefiting from technological leadership and expansion of production scale, the legal person estimates that TSMC’s annual revenue will challenge 100 billion U.S. dollars as soon as next year (2023), a year-on-year increase of 28% and a new high , becoming the world’s first pure-play foundry with an annual revenue exceeding US$100 billion.

TSMC has never commented on the estimated financial data of legal persons. TSMC President Wei Zhejia pointed out at the law conference that the semiconductor industry may fall into recession in 2023, but TSMC will still be a year of growth.

According to TSMC’s reply to the U.S. Department of Commerce’s document, TSMC expects its revenue to reach approximately US$78 billion (approximately RMB 542.88 billion) in 2022, a record high, with a year-on-year growth rate of approximately 30%.

IT Home learned that the legal person pointed out that the global semiconductor industry is still facing inventory adjustments in 2023, but TSMC’s 3nm production capacity has opened up and has a pricing advantage . It is expected that relevant advanced processes will start to contribute revenue, and all other processes will reflect inflation and Production costs have risen and prices have risen by an average of 6%. Driven by rising prices and volumes, it is expected to help TSMC’s annual revenue sprint to 100 billion U.S. dollars.

TSMC expects to mass-produce 3nm in Nanke, Taiwan within this year , with Wafer 18 as its main production base. TSMC believes that 3nm will be another full-generation process after 5nm (N5), including multiple combinations such as N3E, N3P, and N3X. Among them, 3nm will be mass-produced this year, N3E will be mass-produced in the second half of next year, and N3P will be mass-produced in the next year to meet market and customer needs.

In addition, TSMC continues to improve its 5nm family technology, including N4P and N4X, which are extended to 4nm . It is expected that more than 150 products in the 5nm family will complete the design by the end of this year. With the support of multiple new applications such as vehicles, it will help TSMC. The capacity utilization rate of the 5nm family remains high.