The English-language media reported that TSMC’s main customers were queuing for 3nm process production capacity, according to fab tool manufacturers. The customers mentioned includeapple,AMD, Nvidia, Broadcom, Qualcomm and MediaTek, also mentioned Intel.
Judging from foreign media reports before the 3nm risk trial production, TSMC has prepared 4 waves of production capacity for the 3nm process. Most of the first wave of production capacity will be reserved for Apple, their major customer for many years, and the latter 3 waves of production capacity will also be used by Qualcomm. , Intel, Nvidia, AMD and other manufacturers to book.
Last week, foreign media also reported that the trial production of TSMC’s 3nm process process is progressing smoothly, and the monthly production capacity in the initial stage of mass production is expected to exceed 25,000 wafers. Among them, the monthly production capacity of the 3nm process in the Hsinchu Science Park is expected to be 10,000-20,000 wafers at the initial stage of mass production, and the Tainan Science Park is expected to be 15,000 wafers.
Intel is seeking the production capacity of TSMC’s 3nm process, which has also been mentioned by foreign media in previous reports. At the end of last year, Pat Kissinger made his first Asian execution since he took over as Intel CEO. At that time, he visited TSMC and held a closed-door meeting with TSMC executives. Foreign media mentioned that they were working on the 3nm process. matters were discussed.
