On Thursday, TSMC and MediaTek also announced their revenue in August, both hitting a record monthly revenue. TSMC is the world’s largest wafer foundry, while MediaTek is a fabless semiconductor company that mainly provides chip integrated system solutions. According to TSMC’s announcement, TSMC’s consolidated revenue in August was about NT $122.88 billion, an increase of 16.0% over the revenue of S $105.963 billion in July, and an increase of 15.8% compared with that of S $106.118 billion in August last year. In addition, from January to August 2020, TSMC’s total revenue was NT $850.14 billion, an increase of 30.7% over the same period in 2019, a record monthly revenue record. TSMC said that the revenue growth in August was mainly due to the strong demand for 5g, Internet of things and high-performance computing chips, and the production capacity of 5nm and 7Nm processes continued to be full. Other analysts pointed out that TSMC’s record high revenue in August was mainly due to the need to manufacture more Kirin chips with 7Nm and 5nm processes for Huawei Hisilicon before the US export restrictions came into effect, as well as the shipment of Apple processor A14. Before that, TSMC predicted that its revenue in the third quarter of 2020 would be between NT $330.4 billion and NT $339.25 billion. According to the revenue performance in July and August, as long as the revenue in September exceeds S $110.5 billion, it will reach the expected level.
novel coronavirus pneumonia is unable to continue to serve as a foundry for HUAWEI after September 14th. But the new crown pneumonia has led the manufacturers to build data centers, including advanced processing wafers of MediaTek, Qualcomm, Xilinx, Broadcom and super micro. All of the products have been shipped to the peak season. The original HUAWEI Hirsch’s capacity has been grabbed by other customers. The degree has continued into the fourth quarter. According to DIGITIMES, TSMC will mass produce its self-developed chip a14x chip for apple in the fourth quarter of 2020, with a monthly output of about 5000-6000 wafers, filling the 5nm capacity gap. This means that the MAC equipped with Apple’s self-developed processor may be available by the end of this year, and it also means that TSMC has a high probability of achieving its revenue forecast in the third quarter. < p > < p > overall, TSMC’s capacity utilization at 7Nm and 5nm will remain at full capacity by the end of the year. IC insights, a market research agency, expects TSMC to contribute about $3.5 billion in revenue in the second half of the year, or more than NT $100 billion in revenue. < p > < p > according to the announcement released by MediaTek on September 10, the consolidated net sales volume of MediaTek in August totaled NT $32.716 billion, an increase of 22.57% and a year-on-year increase of 41.98% compared with the net sales of S $26.692 billion in July. Previously, MediaTek said that at present, it occupies a good position in the global 5g market, and completes 5g full photo line coverage in three quarters, especially the release of Tianji series chips, which has promoted the company’s revenue growth. MediaTek released the high-end chip Tianji 1000 in the fourth quarter of 2019, Tianji 800 Series in the second quarter of 2020, and Tianji 720 in July this year. < p > < p > according to the data released by IDC, in the second quarter of 2020, MediaTek chips accounted for 8.4%, second only to Qualcomm snapdragon and Huawei Kirin. In addition, due to the US ban on Huawei, Huawei has expanded its demand for goods from MediaTek, which is making a dash for Huawei’s 5g chip shipment. In addition, other 5g mobile phones have entered the peak season, and the consolidated revenue of MediaTek in August has reached a record high. Recently, it has been actively expanding other businesses. In the education digital transformation activity on September 9, senior vice president of MediaTek, you Renjie, said that after investing in the design of chromebook IC five years ago, MediaTek believes that there is still a lot to be done in this field. It plans to launch a 6nm TSMC based mt8195 processor to serve chromebook products in 2021. Previously, MediaTek has launched the 28nm process mt8173 and the 12NM process mt8183. < / P > < p > previously, MediaTek cooperated with Intel to provide 5g connected T700 5g modulator for Intel personal computers, and successfully completed 5g independent networking calls in actual test scenarios. According to another source, MediaTek will also provide 5g baseband chips for AMD sharp dragon notebook, and cooperate with AMD to develop wireless network card products. Chinese version of K-car: reading a10e design drawing exposure