TSMC tops revenue per wafer globally at US$1,634

Taipei-The average revenue per wafer of Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest semiconductor foundry, was US$1,634 last year, the highest among all wafer foundries globally, according to a recent report by U.S.-based market information advisory firm IC Insights.

Three of the four pure-play foundries — TSMC, a smaller Taiwanese company United Microelectronics Corp. (UMC), and Shanghai-based Semiconductor Manufacturing International Corp. (SMIC) — enjoyed higher revenue per wafer in 2020 than a year earlier, while American GlobalFoundries’ revenue per wafer slipped by an annual 1 percent, according to the report.

TSMC’s revenue per wafer rose 6.79 percent in 2020 from a year earlier to US$1,634, while Globalfoundries’ revenue per wafer increased 2.39 percent to US$684, and UMC’s grew 8.87 percent to US$675, IC Insights indicated.

The TSMC figure of US$1,634 exceeded GlobalFoundries’ by 66 percent, was more than double the revenue per wafer value of SMIC, and was 1.42 times higher than UMC’s.

TSMC was the only global pure-play foundry that was manufacturing integrated circuits (ICs) using 7-nanometer and 5-nanometer process nodes in 2020, when an estimated 16 fabless IC companies with annual revenue of over US$1 billion lined up for TSMC’s advanced manufacturing process, driving up TSMC’s revenue per wafer, IC Insights said.

With estimated capital expenditure of US$27.5 billion in 2021, TSMC will expand its available capacity for those processes and begin production of 3nm ICs this year, with 3nm volume production scheduled to start in 2022, according to the report.

TSMC said in January that it expected to spend between US$25 billion and US$28 billion in 2021, mainly for its advanced process technologies, including 5nm and 7nm.

Source: Focus Taiwan News Channel