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IT Home News on March 19, according to Taiwanese media "Economic Daily" reported that TSMC will fully expand its 3nm production capacity this year, and it is expected that the utilization rate of this process will increase to 80% by the end of the year. %.
TSMC’s 3nm process technology has won orders from major manufacturers such as Apple, Qualcomm, and MediaTek. The industry expects that TSMC will also transfer part of its 5nm production capacity to this node to meet customer demand. This means that TSMC will win in the 3nm process generation. Competitors such as Samsung and Intel.
Looking to the future 2nm process generation, TSMC is expected to provide related wafer foundry services starting in 2025, involving a total of at least five factories.
TSMC President Wei Zhejia previously stated at the financial report conference that only one of the world's major manufacturers is not a customer of TSMC's 2nm process. It is speculated that this customer refers to Samsung Electronics, but overall, TSMC will still have an advantage in the 2nm process generation.
As a competitor, Samsung’s 2nm process will also launch a 2nm process in 2025. According to IT House reports, Samsung has received 2nm orders from Japanese startup Preferred Networks, and has recently actively roped in Meta to change its foundry selection.
As for Intel, its 18A process for external foundries will achieve mass production by the end of this year.
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