TSMC's revenue may surpass Intel's for the first time this quarter

According to Taiwanese media Economic Daily, TSMC will set a new record, catching up with Intel for the first time in revenue this quarter, becoming the world's second largest semiconductor factory, second only to Samsung, and further widening the gap in the traditional peak season in the third quarter.

Data shows that TSMC has grown steadily in recent years, while Intel has experienced ups and downs. If TSMC's revenue in the second quarter of this year successfully achieves its financial forecast, it will rewrite a new high for seven consecutive quarters. In contrast, Intel's quarterly revenue fell for two consecutive quarters in the first half of this year after hitting a record high of $20.5 billion in the fourth quarter of last year. Based on the revenue performance announced by TSMC in April and May, it is easy to reach the goal of revenue of 17.6 billion to 18.2 billion US dollars in this quarter, while Intel expects the revenue target of this quarter to be 18 billion US dollars.

In this regard, the legal person analyzed that TSMC's single-quarter revenue is expected to overtake Intel. The key lies in the diversified application of the customer base, and the customers are mostly concentrated in the North American market. While TSMC's production capacity is concentrated in Taiwan, China, and has grown significantly, Intel has encountered severe tests brought about by the closure and control of mainland China, supply chain scheduling, and terminal applications are concentrated in a single personal computer (PC) and server fields.