It is said that TSMC's production expansion has been delayed and its capacity utilization rate has declined?

A few days ago, it was reported in the supply chain that due to the relevant customers being forced to reduce existing and future orders, the production capacity utilization rate of TSMC's 7nm family mainstream process will gradually decline. scale.

However, according to the Taiwanese media "Electronic Times" investigation, this is not the case. The survey results show that TSMC's 7nm family capacity utilization rate has declined and EUV machine equipment has been shut down, mainly due to the conversion and upgrading of new and old processes. Many customers have switched from 7nm EUV process to 6nm. , In addition, the conversion process does decline in capacity utilization, and the utilization rate of the 7nm process without EUV has dropped significantly, but it is still more than 80%.

Regarding the suspension of TSMC's production expansion, equipment manufacturers said that the Kaohsiung plant is delayed rather than cancelled, and TSMC should adjust and evaluate 7/28 nanometer production capacity in the short term.