TSMC successfully mass-produced the first 3nm A17 processor for iPhone 15, and was overjoyed by the full recovery of its business

According to the latest data, Taiwan’s semiconductor giant TSMC has shown signs of recovery recently, especially in July. With the launch of Apple’s new products, TSMC’s performance has picked up significantly, bringing a glimmer of hope to the global foundry industry

According to the July revenue report released by TSMC, the consolidated revenue for the month was NT$177.616 billion, a month-on-month increase of 13.6%. Although it fell 4.9% year-on-year, it was the highest peak in the past six months. Cumulative revenue from January to July reached NT$1.167 trillion, down 3.7% year-on-year. Data shows that TSMC's performance has seen positive changes, thanks to Apple starting to stock iPhone 15 and using TSMC's new 3nm process to produce the A17 processor

According to the industry People pointed out that TSMC’s recovery is mainly due to the upcoming iPhone 15 series. According to my understanding, it is expected that the iPhone 15 series shipments will reach 75 million units by the end of this year. Among them, about 26 million units are affordable models, while the shipments of the Pro series and Pro Max series are expected to be 20.5 million units and 28.5 million units respectively. These two series will account for the majority

TSMC It is confident about its performance in the third quarter, with revenue expected to be between US$16.7-17.5 billion, a quarter-on-quarter growth of 6.5-11.6%. Analysts believe that with the launch of iPhone 15 and the widespread application of 3nm process, TSMC will continue to maintain good development momentum in the next quarter

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