The global leader in mobile phone chips Qualcomm (Qualcomm) is actively transferring orders to TSMC , and the legal person circle is rumored that Qualcomm has produced about 20,000 more pieces of in the 6nm process of TSMC’s Zhongke 15B factory , plus the original 20,000 more Films, the output is equivalent to doubled, and will be produced around August to September, grabbing the peak season market.
Aletheia Capital, which was the first in the foreign capital circle to call the target price of MediaTek thousands of yuan, unexpectedly launched a downgrade today (10th), and pointed out in the report that considering that the bottleneck of Qualcomm’s chip production will be eliminated in the second half of the year, it will give MediaTek a strong blow. As a result, MediaTek’s operating peak is determined to end this year. For this reason, MediaTek’s rating has been downgraded to “Hold”, and the target price has also been changed from the previous thousand yuan to “Unrated”.
After the Samsung manufacturing process was released, the market has already heard that Qualcomm will transfer some orders back to TSMC. In addition to the new 6nm film production at TSMC this year, there will be new 5nm film production next year.
According to industry insiders, Qualcomm’s new 6nm order at TSMC is mainly aimed at Snapdragon 6 series products, internally code-named Kodiak, with up to 20,000 newly added chips, plus the original 20,000+ chips, The output has doubled, and it will be produced between August and September; but it is not possible to determine whether all of them were moved back by Samsung, or the overall excess output.
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