TSMC is expected to use its 5nm process performance-enhanced version-N4P process, for Apple’s mass production of its new 2022 iPhone series (tentatively called iPhone 14 series) custom processors. However, it does not rule out that the iPhone 14 series of custom processors will use the N3 process, and Apple’s new Mac and iPad chips may also use the TSMC N3 process.
According to industry sources, TSMC is planning to put 3nm process technology into mass production in the second half of 2022. We will continue to see TSMC’s 5nm process capacity being fully utilized next year. Sources pointed out that TSMC’s N3 process will come in two versions, and the enhanced version of N3E is scheduled to be mass-produced in the second half of 2023.
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In addition to Apple, Nvidia will be another major customer of TSMC’s N3 process, and Nvidia will also place a major order for TSMC’s 5nm process for its next-generation GPU series. The source further stated that TSMC’s 5nm process series consisting of N4 and N4P will still be the biggest driving force for its sales growth in the next year, as well as a driving force for gross profit growth.