The need for semiconductor to use the processor's demand will become the driving force of TSM growth?

According to reports, due to the tension between COVID-19 popularity and China and the United States, most IC suppliers have weak demand in the first half of this year, and sales performance is unparalleled. However, some IC suppliers believe that better results will be achieved in the second half of this year. TSMP is the world's largest semiconductor foundry, and is a key supplier of 7 / 5nm application processor equipment. Figure 1 shows the actual performance of TSMC) 1H20 in 2020. As shown, although Taiwan Power is expected to grow more than 20% of the annual sales this year, IC Insights believes that its 2H20 / 1H20 sales will increase by 8%, and the annual growth rate is 24%. ICINSights believes that there is no doubt that Apple's demand for top application processors will become a driving force for TSM growth. TSMC issued its billion billion7NM IC shipments in the second half of 2020, and it is expected to produce a large amount of devices manufactured using its 5nm process technology. Overall, the company expects 5nm shipments of 2H20 to bring about $ 3.5 billion in income, accounting for 8% of the total sales of 2020. The world's largest semiconductor supplier Intel is discussing the actual sales performance in the second quarter of 2020, which is expected to be 4% over the year. However, Intel's expectations of 2H20 / 1H20 are 10% in income. The company's strong sales of 1H20 and the weakness of the 2H20 is due to some increasing investment customers, in view of the uncertainty of trade issues, these parts of "safe stock" is expected to be exhausted in the second half of this year. STMicroe is the world's fourth largest analog integrated circuit provider, and it is also a critical automotive equipment manufacturer, which is highly hoped for 2H20. After the 1H20 / 2H19 fell from 19%, the company expected sales of 2H20 / 1H20 to grow strongly 19%. The company expects the company's sales in the second half of this year, due to the fact that the 1H20 abnormal weakness leads to the rebound of the automotive industry and due to the global economy to have a certain degree of stability, the market's industrial sector demand has increased. However, even have experienced strong 2H20, ST semiconductor total sales will also fall by 1% this year. Responsible Editor: PJ, Reading

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