You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
Just out of curiosity, who are the customers of TSMC and what is the application (CPU, GPU, network etc) are on the N3 node? TSMC stated N3 ramping 2H this year being profitable in 2023.
What's the insight on what happens to that N3 capacity then ? Are they stockpiling some chips really early for next year's launch or do they defer volume ramping ? Other customers get it? Curious..
Just out of curiosity, who are the customers of TSMC and what is the application (CPU, GPU, network etc) are on the N3 node? TSMC stated N3 ramping 2H this year being profitable in 2023.
Most all of the big semiconductor companies will use TSMC N3 in all applications. Apple, Intel, AMD, NVDA, QCOM, MDTK, etc... Samsung had some trouble with their 3nm PDKs early on and Intel is not ready for 3nm foundry business yet so there really was no other choice. TSMC N3 will be be the biggest volume node in the history of TSMC, my opinion.