Apple Won The First Launch, TSMC Will Mass Produce 3 Nanometers Next Month! 1 Key Data Exposure: Samsung is Too Much Worse!

Samsung Electronics took the lead in announcing the mass production of 3-nanometer chips at the end of July. Although TSMC was one step behind, it still met the original expectations. It is expected to start mass production of 3-nanometer in September. This matter has made the competition of the foundry duo even more intense.

Unlike Samsung, which is secretive about its 3-nanometer customers, TSMC has leaked key data about some of its major customers before 3-nanometer mass production. As far as the current situation is concerned, TSMC is far ahead of Samsung in the number of customers. TSMC's first customer is Apple, and then there are orders from major manufacturers such as Intel, AMD and Nvidia. In contrast, Samsung's customers are unclear. It was previously disclosed by the media that Samsung has only received orders from 2 manufacturers.

Taiwan's "Business Times" reported that TSMC's 3-nanometer N3 process is expected to be mass-produced in September, and it is estimated that the initial yield will be better than the initial stage of the 5-nanometer N5 process. In addition, Apple will be the first customer of 3-nanometer. Clients such as AMD, Nvidia, MediaTek, Qualcomm and Broadcom opened cases.

In fact, TSMC held a law meeting in July. At that time, President Wei Zhejia publicly stated that 3nm will be mass-produced in the second half of this year, and will contribute revenue in the first half of next year. The upgraded 3nm process (N3E) will be in 3nm. Nano mass production will follow up after one year of mass production, mainly in the fields of high-performance computing and smart phones.

Although TSMC's 3nm still uses the Fin Field Effect Transistor (FinFET) architecture, the N3 process has adopted the innovative TSMC FINFLEX technology to further improve the PPA (performance, power efficiency and density) of the 3nm family technology.

At the same time, TSMC also stated at the 2022 technical seminar that when the 3nm process technology is launched, it will be the most advanced technology in the industry in terms of PPA and transistor technology. It is confident that the 3nm family will become another large-scale and long-term demand for TSMC. process node.

In addition, the "Business Times" previously reported that industry insiders said that Apple will become the first customer to adopt TSMC's 3nm tape-out by the end of this year, and the first product may be the M2 Pro chip (or will be used in new products such as Mac Pro). ), and next year, including the new iPhone 15 Pro dedicated A17 application chip, as well as M2 and M3 series chips, will be imported into TSMC 3nm.

On the other hand, although Samsung announced the mass production information of 3-nanometer chips in a high-profile manner, and even held a press conference, but never disclosed the customer list, which also caused heated discussions in the market. Some foreign media disclosed that Samsung's 3-nanometer manufacturers are mining in mainland China. The chip company and an undisclosed manufacturer are currently rumored to have 2 companies that have invested in Samsung.

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