TrendForce warns of 'potential crowding out effects on HBM'
TSMC's advanced packaging capacity is fully booked for the next two years, thanks to Nvidia and AMD needs, according to reports that echo an earlier earnings call."TSMC is fully committed to placing orders for advanced processes and advanced packaging in order to cope with the huge order demand from major cloud service companies," the Chinese language newspaper wrote.
Nvidia uses TSMC's 4nm process and Chip-on-Wafer-on-Substrate advanced packaging in its H100 chips. AMD's MI200 series AI accelerators utilize TSMC's 5 and 6nm processes. AMD uses both System-on-Integrated-Chips advanced packaging to integrate CPU and GPU dies as well as CoWoS for high bandwidth memory products.
, an analyst who focuses on semiconductor companies, has estimated that Nvidia accounted for 11 percent of TSMC's revenue in 2023, and Apple, its biggest customer, 25 percent. Nysted claimed that"TSMC's top 10 customers accounted for 91 percent of net revenue" in 2023, up from 82 percent in 2022." He added that AMD was also in the top 10.
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