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Foreign media: NVIDIA, AMD, Qualcomm and MediaTek customers will buy N3E capacity from TSMC this year

Views : 61
Update time : 2024-01-15 15:11:08
        January 4, according to foreign media reports, this year, in addition to Apple, NVIDIA, AMD, Qualcomm and MediaTek and other customers will be to TSMC orders to buy the second generation of 3-nanometer process (N3E) capacity.
 
 
        Qualcomm is expected to use the N3E process in its upcoming Snapdragon 8 Gen 4 SoC, while MediaTek plans to use the N3E process in its next-generation Tenguet 9400 chip, the report said. In addition, AMD's Zen 5 CPUs, RDNA 4 GPUs, and NVIDIA's Blackwell server GPUs will also utilize the N3E process.
        TSMC is said to be planning as many as five 3nm processes, namely N3/N3B, N3E, N3P, N3S, and N3X, with N3B being its first 3nm node, which has begun mass production in December 2022. After mass production of TSMC's 3nm process, Apple becomes the sole customer for this process in 2023. Apple's competitors, such as Qualcomm and MediaTek, have opted for the 4nm process for cost reasons.
        TSMC has reportedly been meeting Apple's 3nm chip order demand primarily through its N3B process. Apple's M3, M3 Pro, and M3 Max chips released in October 2023 were the first chips to use TSMC's 3nm process, while the A17 chips used in the iPhone 15 Pro series are also built on TSMC's 3nm process. Foreign media reports say that Apple will continue to use TSMC's 3nm process in its M3 Ultra chip and A18 Pro SoC.
        TSMC reportedly expects to receive more orders for its N3E process in 2024. As TSMC receives more 3nm orders (not just from Apple), the company's 3nm capacity will reach 80% by the end of 2024.

 
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