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Home > Industry News

TSMC's 3nm gets orders beyond Apple, plans to boost capacity to 80% by the end of 2024

Views : 43
Update time : 2024-01-12 11:41:59
        TSMC starts 3nm production in December 2022, with Apple's A17 Pro and M3 chips debuting in the second half of 2023 and exclusively using TSMC's 3nm process. The latest report states that TSMC's cutting-edge process will be more widely adopted in 2024, and is expected to reach 80% capacity later this year as the company secures more 3nm orders in addition to Apple.
        The report says that TSMC's second-generation 3nm process, known as N3E, is expected to be more widely adopted by 2024. Apple is known to be the only company with enough financial resources to buy first-generation N3B wafers. Now that TSMC has addressed some of the issues in its process, increased yields, and developed a more affordable version of 3nm, more companies are poised to adopt 3nm.
        Qualcomm is expected to use the N3E process in its Snapdragon 8 Gen 4 SoC, while MediaTek plans to use it for its next-generation Tenguin 9400 chip. Additionally, Apple will reportedly continue to use TSMC's 3nm process in its M3 Ultra chip and the iPhone 16 Pro's A18 Pro SoC. There's also AMD's highly anticipated Zen 5 CPUs, RDNA 4 GPUs, and NVIDIA's Blackwell server GPUs. 2024 could be a busy year for TSMC.
        The report also notes that in January 2023, TSMC expected its 3nm node to see "flat growth" in 2023 as yields improved. However, that didn't materialize, with Apple being the only customer for its cutting-edge process for the entire year. 2024 will see TSMC aim to increase 3nm production. Because slow growth in 3nm capacity will hit TSMC hard, with reports suggesting a 10% drop in annual revenue as a result, TSMC hopes to improve production in time.
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