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TSMC received another ~$2.9B for prepayments related to capacity commitments in Q4!
This is in addition to the ~$3.8B they received in Q3, total ~$6.7B in prepayments
SemiAnalysis estimates Nvidia is the largest contributor of prepayments at ~$3B
$40B to $44B of capex for 2022!
10% for advanced packaging.
Huge capex increases!
Semiconductor Capital Equipment PARTYYYY!!!
That's roughly ~60% higher than what Intel will spend and they had a huge increase too.
TSMC "IDM outsourcing continue to grow"
They of course are referring to the whole bucket of IDMs including $IFNNY $ON $NXPI $ADI $STM etc, but everyone knows the lion here is Intel
Analysts trying to ask how much intel will outsource and C.C. Wei laughed
semianalysis.substack.com
TSMC Throws Down a $40B-$44B Gauntlet, Far Surpassing Intel And Samsung
TSMC is the world’s leading foundry, and they are making sure it stays that way. Intel and Samsung initiated quite ambitious plans last year that would take their spending on logic semiconductor fabs to $25B+ a year. Alongside these aggressive spending plans, Intel and Samsung pushed roadmaps that would take them to leadership performance, power, and density. TSMC puts ceiling on their ambitious plans.
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