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Recently, overseas institutions have reported that the first wave of orders for Apple’s new machines will affect Apple’s shipments in the first half of 2021 and have an impact on TSMC’s 5nm chip production capacity. "Science Innovation Board Daily" learned from the supply chain that this news is inaccurate.

"Apple's new machine has not cut orders, and the supply chain is currently not abnormal." Several supply chain sources told reporters.

Prior to this, CLSA released a report that the iPhone 12’s upstream sourcing was excessively active. Apple has officially launched the first wave of orders. The first to bear the brunt is the foundry giant TSMC. The company’s 5nm capacity utilization rate may decline next year.

TSMC Chairman Liu Deyin responded when he attended the event that he had not seen this phenomenon internally, and the performance in the first half of next year would be better than the traditional seasonal level. As for the repeated orders that the market is worried about, Liu Deyin pointed out, “Industry is changing. Due to geopolitics and trade sanctions, the definition of normal inventory has a new level. The problem of repeated orders cannot be viewed from the past view. The current market conditions It’s normal, and the supply chain remains stable."