There is no shortage of graphics cards to sell: it is exposed that Nvidia is adding TSMC orders, while big customers such as Apple and MediaTek are decreasing.

On April 4, according to foreign media reports, the demand for consumer electronics products began to decline in the second half of last year, and the demand for chips also decreased significantly, especially memory chips. The revenue and profits of Samsung Electronics, SK Hynix and other major memory chip manufacturers have been affected.

The decline in demand for consumer electronic products also has an impact on chip manufacturers, including wafer foundry TSMC. At the end of last year, it was reported that after years of tight capacity and rapid growth, TSMC's capacity utilization would drop to 80% in the first half of this year. 7nm and 6nm process capacity utilization will decline the most, and capacity utilization of 5nm and 4nm process processes is also expected to decline in January.

In the absence of a significant improvement in the demand for consumer electronics, the impact on TSMC continues, and orders for chips for consumer electronics are still decreasing.

The relevant media recently quoted industry insiders as saying that TSMC's orders from MediaTek, Apple and other major customers are still decreasing.

Although orders for chip foundry for consumer electronics are decreasing, TSMC has also seen an increase in orders from some customers, mainly due to the huge demand for Nvidia's high-performance GPU due to ChatGPT and other large language models.