TSMC enters high-speed computing chip market

TSMC co-CEO and general manager Liu Deyin said yesterday (13) that the business opportunities for high-speed computing chips used in deep learning, high-end servers and data centers will surge in 2019 and become the main driving force for TSMC's next wave of growth, replacing smartphones.

Liu Deyin estimates that by 2020, the global market size of high-speed computing chips will reach US$15 billion. TSMC has a favorable position and is estimated to account for 25% of revenue.

In addition, the three major fields of artificial intelligence, smart cars and the Internet of Things will also show significant growth. Among them, the global Internet of Things market size is estimated to increase from US$2 billion this year to US$4 billion in 2020; the automotive electronics market size will also jump from US$4 billion this year to US$6 billion in five years.

He emphasized that the application chips related to these four major fields all require more advanced process support, which is also the main key for TSMC to accelerate the pace of process advancement in response to customer requirements.

Liu Deyin said that TSMC will not only achieve a high market share in the field of high-speed computing chips in 2019, but also outperform the industry's average growth rate by more than twice in the field of automotive semiconductors over the next five years.

This is the first time that Liu Deyin has released the market estimates for the next five years in these four fields, as well as TSMC's role and ambitions, after he first proposed at TSMC's annual supply chain management forum in May this year that artificial intelligence, smart cars, the Internet of Things, and high-speed computing chips are the four major driving forces of the semiconductor industry in the future. He also proposed more specific forecasts and challenge goals. TSMC previously estimated that smartphone-related application chip-related businesses accounted for more than half of its revenue in recent years. TSMC CFO He Limei added that the amount of revenue contributed by each high-end smartphone to TSMC was about US$9 last year, and this year it is estimated to increase to US$10.

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