According to Taiwanese media reports, 5G and high-performance computing applications drive the demand for advanced processoms, and it is expected that the global wafer generating value and 12 inch wafer plant investment have reached a new high.Among them, the top 5 nano-process specific gravity can be greatly improved, and 7 nano production can be loaded into the second quarter, and the electricity 8 inch crystal yuan can continue to be tight, and the global crystal silicon crystal is fully loaded for the first half of the year.

Outlook 5 nm and 7 nano-advanced process market in the first half of this year, the industry insiders pointed out that 5 nano-utilization is still relatively optimistic, and TSMO does not have a sliding order or the production utilization rate, and it is estimated that 5 nano-process demand in the first half of this year is still good;In addition, 7-nanomembogenous capacity of 7 nanometers around the world has only a power of electricity and South Korea, with a high Taiji electricity higher than competitors. Time-consuming electricity in the first half of this year is still dominant in 5 nanometers and 7 nano-advanced processes.

TSMAT 5 nano-processes have been produced in the second half of last year, in which the wafer 18 plant mainly produces 5 nano-process products, last year's annual revenue is estimated about 8%, and it is estimated that 5 nano-process performance this year is expected to increase significantly.

Foreign investors pointed out that the first quarter of this year, 5 nano-based dynamic rates remain high, mainly Apple's high-end application processor (AP) contains most of the capacity.

Outlook this year's semiconductor wafer foundry industry boom, international semiconductor industry association (SEMI) forecast, this year's cloud service, server, laptop, games and medical technology demand growth, 5G, Internet of Things, automotive and artificial intelligence (AI) rapid development,Driven the wafer foundry industry boom and 12-inch wafer factory investment, it is estimated that the 12-inch wafer investment in the world's 12-inch wafer plant can grow 4% from last year, and the history is high.In this regard, the market research institution Trendforce also estimates that the wafer producing value this year is expected to have a new high, and the year growth is nearly 6%.