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TSMC has set a record for revenue in 2021 and will double 5nm production in 2021
04.01.2021 [20:40],
Konstantin Khodakovsky

TSMC Will Raise Its Capital Expenditure This Year To $ 22 Billion According To Taiwanese Press Reports. This is 30% more than in 2021 – the company is serious about strengthening its leadership in the semiconductor chip manufacturing market by adopting leading-edge standards.

This estimate is higher than analysts had previously assumed: due to the high acquisition costs of equipment for lithography in the extreme ultraviolet range (EUV), TSMC was expected to provide $ 20 billion in capital expenditures in 2021. At the same time, most of the costs are expected to be directed to the expansion of 5-nm production, the establishment of mass 3-nm production, as well as research and development of 2-nm standards.

Use of lasers in extreme ultraviolet lithography

Interestingly, according to estimates by investment bank Morgan Stanley, TSMC will receive 130.5 billion Taiwan dollars ($ 4.6 billion) in December. If the estimate is fair, then this is a new TSMC monthly record. Overall, in 2021, the bank estimates that TSMC will earn 1.5 trillion Taiwan dollars ($ 53.4 billion), 13% more than in 2021.

The Taiwanese press also reports that TSMC currently produces about 60,000 5nm silicon wafers per month, and TSMC is expected to ramp up production to 100,000 units per month in the second half of 2021. In addition, it is reported that when mass 3-nm production is launched, the volumes will be 10-30 thousand wafers per month.

TSMC intends to release official data on its financial performance in Q4 2021 as early as next week on Thursday.