Analyst: TSMC's Q3 capacity utilization rate remains high, and the process below N7 is tight

TSMC's July revenue increased by 49.9% year-on-year, hitting a record high in a single month. Analysts said that TSMC's production capacity still cannot meet customer needs by the end of 2022, and TSMC is working hard to support customer growth needs.

According to Taiwanese media "Economic Daily", analysts expect that TSMC's capacity utilization rate will remain high in the third quarter, especially the process below N7 will be tight.

It is reported that TSMC's consolidated revenue in July 2022 will be approximately NT$186.763 billion, an increase of 6.2% from the previous month and an increase of 49.9% from the same period last year. of NT$185.75 billion.

In terms of capital expenditure, TSMC's capital expenditure this year will reach US$40 billion to 44 billion, which will set a new record in history. Advanced processes including 2nm, 3nm, 5nm and 7nm will be the focus of TSMC's capital expenditure.