According to the latest report, TSMC will set a new record, catching up with Intel for the first time in revenue this quarter, becoming the world’s second largest semiconductor factory, second only to Samsung, and further in the traditional peak season of the third quarter.
Data shows that TSMC has grown steadily in recent years, while Intel has experienced ups and downs. If TSMC’s revenue in the second quarter of this year successfully achieves its financial forecast, it will rewrite new highs for seven consecutive quarters; on the other hand, Intel’s quarterly revenue hit a record high of $20.5 billion in the fourth quarter of last year and declined for two consecutive quarters in the first half of this year.
Based on TSMC’s announced April and May revenue performance, it is easy to reach the target of $17.6 billion to $18.2 billion this quarter, while Intel expects this quarter’s revenue target to be $18 billion.
In this regard, the legal person analyzed that TSMC’s single-quarter revenue is expected to overtake Intel. The key lies in the diversified application of the customer base, and the customers are primarily concentrated in the North American market.
While TSMC’s production capacity is focused on Taiwan, and China, and has grown significantly, Intel has encountered severe tests brought about by the closure and control of mainland China, supply chain scheduling, and terminal applications are concentrated in a single personal computer (PC) and server fields.