In the 7nm era, TSMC won a big victory. The financial report for the first quarter of this year has just revealed that its revenue continues to grow year-on-year, with 7nm wafer sales accounting for 35%, becoming the absolute leader.

However, according to the latest news, Huawei has reduced the number of orders for the next-generation Hisilicon 5G SoC, and NVIDIA has also decided to choose Samsung to manufacture its next-generation GPU products.

Of course, even so, TSMC's 5nm customers are still coming, not to mention Apple, Qualcomm and AMD are still listed. Interestingly, it is reported that TSMC will develop an exclusive 5nm process for AMD to strengthen its relationship with AMD.

According to the official roadmap, AMD's 5nm products include Zen 4, RDNA3, CDNA2, etc. This set of special 5nm is estimated to be specially tailored for high-performance computing. Exactly the same.

In addition, back to the Huawei mentioned earlier. Although the orders for mobile phone SoCs have decreased, Huawei has simultaneously increased OEM orders for base station chips, and TSMC has not lost much.