Bits + chips
Highlights of the day: TSMC pushing up sales of advanced nodes

TSMC expects revenues from its 5nm manufacturing process to pick up in 2021 with the share to rise from only 8% in 2020 to more than 20%. Meanwhile, as the IT industry continues witnessing insufficient wafer foundry support, backend houses have also extend their delivery lead times to reflect their tight capacities. Demand from China will strongly influence iPhone 12's sales performance in 2020.

TSMC expects 5nm chip sales to boost in 2021: TSMC CEO CC Wei has reiterated his previous remark that the foundry expects to see 5nm process technology to account for 8% of its total wafer revenues this year. The proportion will climb further to nearly 20% or above the level, said Wei at an earnings conference call on October 15.

Taiwan backend houses extend delivery lead times: Delivery lead times at Taiwan-based packaging and testing houses have been extended, as fabless chipmakers are striving for capacity support, according to industry sources.

China sales crucial for iPhone 12 performance: Sales of the just-released iPhone 12 lineup in China would be a linchpin for Apple to see whether its iconic product line could sustain growth in 2020 and beyond, according to industry observers.

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