Recently, TSMC has publicly stated that it will mass produce the 7nm+ process with EUV technology this year. In addition, the most advanced 5nm process will also be taped out in the first half of 2019 and will be mass produced in the first half of 2020.
TSMC said that there are already customers who are willing to upgrade to the 5nm process, but did not specifically mention the customer name, nor did it disclose which industry it came from. Considering the huge cost of R&D and manufacturing of 5nm process chips, it is estimated that these customers should be world-class companies.
It is reported that TSMC’s 7nm process in the fourth quarter of 2018 contributed 23% of revenue, which has become the main driving force for business growth. Wei Zhejia, president of TSMC, pointed out that the revenue of 7nm and 7nm+ (enhanced version) will exceed 25% this year.