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"The upshot of TSMC’s struggles is that the iPhone’s processor will be stuck on the same chip manufacturing process for three consecutive years, including next year, for the first time in its history, according to an analysis by The Information of Apple’s previous chips. That could in turn cause some customers to put off upgrading their devices for another year and give Apple’s competitors a bit more time to catch up."
"the relationship between TSMC and Apple is said to be incredibly interdependent. Apple reportedly accounted for a quarter of its $48.08 billion in total revenue last year. This marks a major increase from $21.43 billion in 2013 total revenue, which is when the two companies first started significantly working together."
how likely is this true? didn't TSMC use FinFet for 3nm instead of GAA? isn't FinFet is more mature?
It's not true. If Apple was stuck on N5 for 3 years then there would be a serious N5 shortage, absolutely. The N3 delay is for HPC not SoC (Apple) so Apple will be using the N3 fabs next year.
It's not true. If Apple was stuck on N5 for 3 years then there would be a serious N5 shortage, absolutely. The N3 delay is for HPC not SoC (Apple) so Apple will be using the N3 fabs next year.
I think it's possible for N5 for another year. A few month ago I saw similar on Nikkie News and I thought that's a Typo. But now more evidence toward that.
My guess is the rumor is true and N3 is taking longer than planned, as it jives with the official word that TSMC won't see revenue from N3 until 2023 (even though mass production will start in 2022?). That doesn't mean Apple will be stuck on N5. More likely they will use N4 - which I guess belongs to the N5 "family" but there will be some performance improvements.
