Apple To Buy TSMC's Entire Supply of 3nm Chips For 2023

According to DigiTimes, Apple will receive all TSMC's first-generation 3-nanometer process chips this year for its upcoming devices. MacRumors reports: As early as May, Apple was known to have booked nearly 90% of the Taiwanese pure-play foundry for its upcoming next-gen devices. However, Apple is now projected to take 100% of TSMC's capacity in 2023, due to delays in Intel's wafer needs owing to later modifications to the company's CPU platform design plans. Intel's lack of orders means TSMC's sales of 3nm chips will be significantly lower this year. While TSMC is still expected to experience significant growth in the fourth quarter as it starts mass producing 3nm chips for Apple's needs, they too have been downgraded, according to DigiTimes' industry sources. The report suggests TSMC's 3nm process output may be reduced to 50,000-60,000 wafers monthly in the fourth quarter, down from the 80,000-100,000 units previously anticipated, due to a cutback in Apple's orders. The current monthly output of TSMC's 3nm process is estimated at approximately 65,000 wafers, the outlet's sources said. Apple's upcoming iPhone 15 Pro models are expected to feature the A17 Bionic processor, Apple's first iPhone chip based on TSMC's first-generation 3nm process, also known as N3B. The E3nm technology is said to deliver a 35% power efficiency improvement and 15% faster performance compared to 4nm, which was used to make the A16 Bionic chip for the iPhone 14 Pro and Pro Max.

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