TSMC has always not commented on a single customer message, but the industry generally believes that TSMC's 3nm customer base continues to expand, and the queue tide will continue to reflect the dividends of technology leaders, and the advantages of production economy and scale will be reflected in the performance from 2024 to 2025.
It is rumored that TSMC's 3nm first customer Apple has contracted the first batch of production capacity for at least one year;In addition to Apple, Marvell has also issued a press release mentioning that it has partnered with TSMC in 3nmA few days ago, MediaTek also announced in a press release that the two sides will cooperate in 3nm. This time, it was reported that the 2024 Qualcomm *** Snapdragon 8 series chips (Snapdragon 8 Gen 4) will be produced by TSMC 3nm turnkey production, showing that the 3nm family customer base continues to expand.
The industry generally believes that the first customer of TSMC's advanced process has always been Apple, and Apple's 3nm initial production capacity has not surprised the market for one year, which means that TSMC's technology mass production capacity continues to be favored by Apple.
TrendForce also pointed out that TSMC's other advanced process customers, such as AMD, MediaTek and Qualcomm, have successively planned to mass produce 3nm products in 2024.
Zhang Xiaoqiang, senior vice president of business development at TSMC, previously said at the technology forum that automotive customers are eager to promote 3nm process technology, so TSMC provides N3AE solutions for customers to design and use, shortening the time to market by two to three years.
After TSMC's successful mass production of 3nm in the fourth quarter of last year, changes in terminal market applications continue to be the focus of the industry. TSMC did not comment on customer information, and it was previously rumored in the industry that some of China's design chip manufacturers were sluggish at 3nm, and the self-developed chip team was disbanded, affecting the direct evaporation of potential orders, but the American manufacturers are still the first customers, and Europe, the United States and Japan are also relatively active in vehicles, so that the 3nm capacity vacancy of Chinese brand factories from 2024 to 2025 will be filled, and the 3nm production capacity will be queuing tide.
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