TSMC: HiSilicon orders Q3 ahead of schedule, and shipments increased by 2 to 30% this year

  Mobile phone brand factory Huawei's new flagship P30 market responded well, TSMC supply key revealed that Huawei's chip factory Hisilicon Semiconductor placed an order in advance, the third quarter of the order ahead of the second season production, with the back-end packaging and testing plant ASE and memory major suppliers South Asia Branch, Wang Hong, etc. also received orders for attention.

TSMC does not comment on a single customer order. The law will be explained on the 17th of this month. Liu Deyin, chairman of TSMC, said recently that this year's semiconductor industry is expected to improve gradually in this season, and the season is better than the first quarter. In the first half of the year, 5G mobile phones were launched, "like seeing the new leaves of spring."

TSMC's recent operations have been repeatedly murmurs, including semiconductor industry inventory adjustments, customer orders conservative; Apple smartphone sales are not as expected; South Branch 14B photoresist pollution incident affects shipments, revised first quarter operating figures, etc., foreign investment in TSMC The operation also has a long and short view.

However, after the completion of the first quarter operating target by TSMC, most foreign investors still believe that TSMC will not affect the leading position of TSMC in advanced processes, especially below 7 nm. TSMC is still the biggest winner in the overall semiconductor industry under the development of 5G and AI.

TSMC's supply chain revealed that Huawei generated sales of up to 200 million mobile phones last year. This year's shipments are expected to grow by 20% to 30%. It is expected to surpass Samsung and Apple and become the world's largest mobile phone manufacturer. TSMC will benefit. . Huawei's 5G equipment has been reported frequently, and Taiwan's Sun Moonlight Investment Control, South Asia Branch, and Wanghong have benefited.