Foundries Surge as AI Demand Spreads
💡AI demand is tightening not only GPU supply, but also mature-node chips, power components, memory, and silicon photonics
⚡ 30-Second TL;DR
What Changed
TSMC reported $40.2 billion in Q2 revenue, a 67.7% gross margin, and 77% of wafer revenue from 7nm-and-below processes.
Why It Matters
AI infrastructure demand is no longer limited to GPUs and leading-edge nodes; it is tightening supply across mature-node components and optical connectivity. AI hardware builders may face higher component costs and longer qualification cycles for power, control, memory, and networking subsystems.
What To Do Next
Review your AI server BOM and qualify second-source suppliers for PMICs, power semiconductors, memory, and optical interconnects before committing to a deployment schedule.
Key Points
- •TSMC reported $40.2 billion in Q2 revenue, a 67.7% gross margin, and 77% of wafer revenue from 7nm-and-below processes.
- •SMIC exceeded $3 billion in quarterly revenue, while Hua Hong reached 102.8% capacity utilization, signaling tight mature and specialty-node capacity.
- •PSMC led revenue growth at 53%, driven mainly by higher ASPs and memory, with DRAM accounting for 46% of revenue.
- •Tower Semiconductor's silicon photonics business grew more than 270%, reflecting AI data-center demand for optical interconnects.
- •Foundry price increases are flowing into power semiconductors, analog chips, MCUs, driver ICs, and other downstream components.
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Original source: 虎嗅 ↗
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