The utilization increase driven by chip orders for Android devices could create a strong Q2 for TSMC.
HiSilicon and AMD have "aggressively" ramped up wafer starts while Qualcomm and MediaTek are expected to follow later in Q2. Apple's iPhones for this fall will occupy most of the process capacity in Q3.
Last month, TSMC kicked off volume production of its EUV-based 7nm chips and mass shipments are expected in the second half.
Subscribe for full text news in your inbox