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It is reported that Qualcomm and MediaTek will introduce 3nm next year, and TSMC is expected to have a monthly production capacity of 100,000 pieces by the end of 2024.
- 王林forward
- 2023-11-22 18:51:161332browse
According to news from this site on November 22, only one customer, Apple, is currently using TSMC’s first-generation 3nm process N3B
According to a report from Taiwan’s “Business Times”, the current price of each 3nm wafer is Nearly 20,000 US dollars (approximately 143,000 yuan). Since the yield rate is only 55%, only Apple is currently willing and able to pay this price. In addition, Apple has also booked most of TSMC's 3nm production capacity this year
With the increase in 3nm foundry production capacity, it is expected that TSMC's 3nm production capacity will reach 60,000 to 70,000 pieces by the end of this year, accounting for the full year's revenue It is expected to exceed 5%, and is more likely to reach 10% next year
It is said that when many companies such as Nvidia, Qualcomm, and MediaTek will successively introduce the second generation 3nm (N3E) in the second half of 2024, It is estimated that TSMC's monthly production capacity will reach 100,000 pieces by the end of 2024, establishing the direction of long-term mainstream manufacturing processes.
However, in August this year, The Information stated that Apple had received a "discount" from TSMC. Typically, semiconductor companies pay for defective chips produced by foundries, but Apple doesn't. This could save Apple billions of dollars in costs.
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