TSMC will have over-capacity on 7nm for the first half of next year, reports the Chinese language newspaper Commercial Times. The reason stated is a cut-back in mobile phone IC orders from HiSilicon, Qualcomm and Apple.

The mobile phone industry has plateaued for two years and volumes are expected to decline as phone prices go up.

TSMC is likely to be running its 7nm process at 80-90% of capacity for the first six months of 2019, says Commercial Times.

TSMC has said it will tape out 50+ 7nm designs by the end of this year and 100 by the end ofnext.

TSMC says 7nm will account for 20% of Q4 revenues, 10% of full-year 2018 revenues and 20%+ of 2019 revenues.

By: DocMemory
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