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Apple will receive all of TSMC's first-generation 3-nanometer process chips this year for upcoming iPhones, Macs, and iPads, according to...
www.macrumors.com
With Apple, Nvidia and other cash rich companies needing TSM's 3nm capacity, who will be the winner in procuring production slots? One analyst on Wall Street among others have stated TSM must double in size to meet demand. Will Samsung be the next serious player in this realm and who has the ASML equipment to make this happen? Any thoughts and obserations sought and welcomed.
TSMC builds fabs based on customer orders. Apple gets their own fabs so this whole narrative of Apple buying TSMC’s complete supply of xnm wafers is complete BS. It is part of Apple’s most favored nation contract with TSMC. Other big customers pre pay or hard commit for wafers. That is how TSMC does business and you can bet CC Wei is good at getting customer commitments.
To be a serious player in this realm you have to have fabs and equipment but more importantly you need the silicon proven ecosystem of EDA, IP, and packaging. Not just press releases or PPT slides, actual silicon. TSMC is the only foundry at 3nm with a silicon proven ecosystem at this point in time and it is the strongest node ecosystem I have seen since 28nm, absolutely.
2nm may be up for grabs but TSMC owns 3nm and that will not change ever. Intel and Samsung will pick up 3nm business crumbs along the way but the big volume customers, including Intel, are all using TSMC N3x based in Taiwan.
www.macrumors.com
