Source
UmbertoUnityOP•

Nonetheless, given TSMC's strong exposure to major chip developers such as Apple (AAPL) , Nvidia (NVDA), AMD (AMD) , Qualcomm (QCOM) , Xilinx (XLNX) and MediaTek, its Q2 sales beat is encouraging news for a chip sector that saw a major spring selloff thanks to worries about escalating trade tensions in general, and a ban on U.S. parts and software sales to Huawei in particular.

I don't follow the other major players listed in this article very closely. Can anyone provide some insight as to which of these players (aside from AMD) are likely to be driving TSMC's growth?

10
james_7_1•

http://focustaiwan.tw/news/aeco/201907100016.aspx

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According to market analysts, the higher June sales and better-than-expected second-quarter sales could be attributed to two main factors, one of which was TSMC's decision to continue supplying wafers to Huawei Technologies Co. despite the United States' blacklisting of the Chinese telecom equipment and smartphone brand.

The other factor was an increase in shipments in June following a postponement of some shipments in the first quarter due to a problem at TSMC's 12-inch wafer foundry in Tainan that resulted in reduced production, analysts said

7
UmbertoUnityOP•

It's like you were armed and ready! Thank you for the link. Good info.

3
TekDealer•

I think some of those wafers were rumoured as being Nvidia

2
Long_on_AMD•

From a private analyst's note this morning, TSM 7 nm utilization will grow to 90% in Q3 and 95% in Q4, driven by Huawei 5G and crypto. They also are hearing that AMD may move some of their 7 nm products to Samsung, although it won't be significant.

7
Evleos•

AMD moving some of their current 7nm products to Samsung sounds very unlikely. Lisa has been very adamant that TSMC is their manufacturing partner.

5
Long_on_AMD•

These guys are very good, and they just got back from Taiwan. We'll see...

3
SusLaw•

TSMC can be their manufacturing partner like it has been many years. Also Samsung can be their manufacturing partner, now that they have deal with RDNA IPs etc. So why not?

2
LightSpeedX2•

Samsung could produce 7nm Laptop CPU & GPU for AMD. Samsung will also be producing Exynos CPU with Navi GPU, for Smartphones, tablets, and maybe even Chromebooks and 2in1/Laplets.

Desktop Chiplets & GPU will most likely remain with TSMC.

1
james_7_1•

Which analyst?

2
Long_on_AMD•

Jun Zhang; Rosenblatt Securities.

1
OutOfBananaException•

They mentioned crypto but not AMD as a driver?? Or was AMD mentioned as well? Isn't crypto just a subset of AMD 7nm GPU for that node? Bit confusing

1
Long_on_AMD•

Non GPU crypto.

2
OutOfBananaException•

How could that possibly be higher volume than 3000+Navi+Rome is expected to be? I know the volumes could be nothing to sneeze at, but seems a to be a bit of a stretch. I would have expected asic chips to be lower volume hardware than their GPU equivalents (given they have much more crypto horsepower).

1
Long_on_AMD•

Ryzen + Navi + Rome wafer starts were previously scheduled and already in utilization numbers. Huawei 5G and non-GPU crypto increases were more recent. Interestingly, he also reported that Nvidia had modestly reduced their wafer orders, presumably due to increased competition from Navi.

2
scub4st3v3•

Probably on the GPU side.

1
limb3h•

Maybe chipset? Who knows, maybe Samsung’s 7nm EUV is competitive in both perf and pricing.

1