TSMC Expects Strong Rebound in 2021

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TSMC is also positioned to prosper with new business from Apple, Nvidia and – barring more Trump intervention – HiSilicon.

eetasia.com, May. 11, 2020 – 

Taiwan Semiconductor Manufacturing Company (TSMC) is likely to see a strong rebound starting next year as fabless companies such as AMD grab market share from Intel, according to Wedbush Securities senior vice president Matt Bryson.

Fabless companies like AMD, Apple, HiSilicon, Nvidia and Qualcomm are the key TSMC customers that will increase orders on market share gains and high growth in end markets, Bryson said in an April 27 report provided to EE Times.

AMD at the end of last year was about 50% converted to TSMC," he said in an interview with EE Times. "That will continue, plus AMD will continue to see some share gains particularly in CPUs both in servers and PCs."

China's desire for semiconductor independence and Intel's recent struggles to advance its manufacturing are trends that should push relatively faster growth for foundries and particularly advanced process node capacity, Bryson said.

While about 50% of AMD's sales use TSMC's 7nm production, Bryson expects nearly all of AMD's output to be made at leading-edge nodes by 2021. That shift during the next 18 months will add about $1 billion to TSMC's sales, he said.

AMD's market share in the PC and server markets will rise to as much as 40 percent during the 2022/2023 time frame, he added. That shift in business to AMD from Intel will likely add another $1 billion in sales for TSMC, he said.

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