Some weeks ago, there were speculations that TSMC will cut down its deliveries to Huawei. The exact reason for this is not known but there are claims that it is probably due to pressure from the US government. Recent reports show that the gap as a result of the reduction of Huawei’s order will be taken by Apple.
According to the report, Apple requests that TSMC add nearly 10,000 pieces in the fourth quarter. With large customers such as Huida and Supermicro expanding 7nm wafer production, TSMC 5nm will comfortably meet the schedule.
TSMC will hold a press conference this week where it will reveal some details of its 5nm process. The company has previously announced that the 5nm process is ready for mass production. However, there are expectations that it will increase its production volume in the second quarter.
However, TSMC will not comment on foreign investment reports and customer orders. It is optimistic that the 5nm plan will proceed according to schedule. According to the supply chain, TSMC’s 5nm process has indeed been adjusted due to customers’ consideration. The adjustments are mainly due to the coronavirus pandemic which is currently ravaging different parts of the world.
TSMC postpones 3nm trial production
In other reports, due to the COVID-19 pandemic ravaging the world, TSMC has postponed its 3nm (nanometer) trial production. The company had to postpone the trial production after the pandemic affected its logistics and equipment supply chain. The company says that the June installation schedule will be extended to October. Furthermore, its Nanke 18 plant trial production line may be delayed by at least one quarter. In the supply chain assessment, TSMC originally planned to trial-produce the 3nm process at the end of this year. However, with the new development, it will also postpone it until early next year. Nevertheless, there are reports that TSMC would still mass-produce the 3nm process in 2022. The company has about two years to plan for the mass production.