#taiwantaiexretakes46500onchiprally
Perfectly summarized.
At
$TSM
we are seeing active move to reallocate capacity from matured node lines to N3 and N4 nodes which alleviates some capacity concerns.
↩️
But this transition is costly and hence we will see wafer price increase
⬆️
UTR remains 100%+ for N2/N3/N4/5
We continue to see spillovers for packaging which remains the key bottleneck.
➡️
CoWoS-L capacity needs to double in next twelve months but still not enough
📈
Samsung continues to see below expected UTR with incremental improvements for SF2/3
↔️
$MAGMA
$SKR
Perfectly summarized.
At
$TSM
we are seeing active move to reallocate capacity from matured node lines to N3 and N4 nodes which alleviates some capacity concerns.
↩️
But this transition is costly and hence we will see wafer price increase
⬆️
UTR remains 100%+ for N2/N3/N4/5
We continue to see spillovers for packaging which remains the key bottleneck.
➡️
CoWoS-L capacity needs to double in next twelve months but still not enough
📈
Samsung continues to see below expected UTR with incremental improvements for SF2/3
↔️
$MAGMA
$SKR
