Apple, AMD, and NV, the three major customers, can’t hold back even if they cut a single TSMC: this year’s stock price has nearly halved
In the past two years, the production capacity of the global semiconductor industry has been tight. As the largest wafer foundry, TSMC has risen like a rocket. Not only has its performance hit record highs, but its stock price has also skyrocketed. At the beginning of this year, its market value once exceeded 600 billion US dollars. However, this year The situation has changed, and TSMC’s share price has almost halved.
July 1st is the first day of the second half of 2022. The semiconductor sector in the U.S. stock market was killed, and the Philadelphia Semiconductor Index plummeted 3.8%.TSMC’s ADR also plummeted 6%, and it has fallen 47% since the beginning of the year.There is basically no premium to Taiwan stock prices, showing that American investors have viewed TSMC conservatively.
A few days ago, it was reported that Apple, AMD and NVIDIA’s three major customers have all cut TSMC’s orders.
It is reported that although the largest customer, Apple, has already started the mass production of the iPhone 14 and has a stock of 90 million units, this target has been cut by 10%.
In addition to Apple, two GPU chip companies, AMD and NVIDIA, are also cutting orders, mainly in response to the decline in PC demand and the fading trend of mining cards.Among them, AMD is rumored to cut about 20,000 7nm and 6nm wafers from Q4 this year to Q1 23.
There is no news on how much NVIDIA has cut orders, but they have also asked for delays and cut orders in the first quarter of next year.
However, TSMC declined to comment on the rumor.
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