TSMC just had one consumer for its 3nm 'N3B' procedure, which was Apple, however in 2024, a brand-new report states that the semiconductor producer is anticipated to witness a double-digit boost in profits for this classification as it intends to include more partners for its long-supported innovative node. With this development, the business's 3nm wafer production is likewise stated to reach 100,000 month-to-month systems by the end of next year.
Qualcomm, MediaTek, Apple, and others will supposedly embrace TSMC's brand-new 3nm 'N3E' procedure, adding to the producer's profits
Along with standardizing wafers to be utilized by different chipset makers, China Times reports that TSMC's 3nm innovation will likewise be utilized in other applications, varying from NVIDIA GPUs to AI chips established by giants like Microsoft, Google, Amazon, and others. Presently, the report mentions that TSMC's 3nm capability is striking in between 60,000-70,000 wafers monthly, however that figure is anticipated to witness a significant dive by the end of 2024, reaching 100,000 regular monthly systems.
With this production procedure anticipated to be supported for a very long time, with various variations being utilized by TSMC's partners, the 3nm procedure might represent 10 percent of the whole income for 2024, up from 5 percent this year. It is approximated that strong A17 Pro and M3 chip orders from Apple will produce $3.1 billion in earnings for the Taiwanese company in 2023 alone.
With Qualcomm and MediaTek anticipated to gravitate to the N3E procedure next year for their flagship mobile SoCs, the Snapdragon 8 Gen 4 and Dimensity 9400, respectively, an even greater earnings increase must be anticipated. Among the reasons that Apple was just solely positioning orders with TSMC for its 3nm 'N3B' node was the high wafer expense and low yields. With each wafer reported to cost $20,000 and yields supposedly at 55 percent, just an entity as big as Apple can bear this monetary hammering.
According to an earlier report, the tape-out procedure alone for the just recently released M3, M3 Pro, and M3 Max expense Apple $1 billion, suggesting that business such as Qualcomm and MediaTek can not bear this type of expense, so they chose to wait while offering Apple the benefit for an entire year. That generational space will not last long as more rivals intend to produce their finest silicon for next year, indicating that it will be an interesting 2024.
News Source: China Times