Foundry set set for 5 year CAGR of 6.2%


TSMC began 7nm production in the first half of 2018, and started generating revenues from the node process in Q3.

The process will account for over 10% of TSMC revenues in 2018.

TSMC is expected to enter volume production of chips using its second-generation 7nm process using EUV in Q1 2019.

Samsung will also have its 7nm node with EUV get ready for volume production Q1.

TSMC and other major pure-play foundries will continue expanding fab capacities through 2023, when the top-4 vendors will see their combined capacities reach 67,078,000 8-inch equivalent wafers annually representing a CAGR of 6.8% in the five-year forecast period.

 

 



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