IT Home reported on February 10 that TSMC's 3nm family is the most demanded advanced node after 5nm, and has been mass-produced N3 and N3E, and will be introduced into N3P, N3X and N3AE for the automotive electronics market in the future.
According to Taiwan's "Economy**", due to Apple, Nvidia, Intel, Qualcomm, Broadcom, MediaTek, the six major customers of AI, HPC chip orders have increased significantly, TSMC's 3nm production capacity is very full by the end of the year, and TSMC is currently accelerating the expansion of its 3nm foundry capacity, which is expected to increase from 60,000 pieces last year to more than 100,000 pieces by the end of this year, and the main expansion plant will be located in the FAB 18 factory in Nanke.
The legal person pointed out that after TSMC began mass production of the 3nm process last year, the yield rate has increased to at least 80% this year, and as the six major customers have begun to put a large number of chips into production this year, it is expected that the capacity utilization rate of TSMC's 3nm process will rush to more than 80%, and it is expected to flourish until the end of the year.
Source: TSMC According to the information released by TSMC at the legal conference, the revenue of the 3nm process has accounted for 6% of the overall revenue, and it is expected to reach 14 16% this year. TSMC President Wei Zhejia pointed out that almost all related customers in the world such as smartphones, AI and HPC work with TSMC 3nm, and TSMC represents the industry's most advanced technology today.
TSMC's consolidated sales in January were 2157NT$8.5 billion (currently about NT$494.)1.5 billion yuan), an increase of 224%, an increase of 79%。At the same time, TSMC expects sales to grow by 20-25% this year due to increased demand for high-end 3nm and 5nm due to the growth of AI-related industries.
TSMC previously estimated in the conference that its consolidated revenue in the first quarter of this year will reach $18,018.8 billion (note: currently about 1296 1353RMB600 million), a decrease of 42% to 83%, but this quarter revenue will have the opportunity to hit a record high for the same period in history.