Taiwanese media reported that TSMC 5nm process is in very high demand, and customers such as Apple, Qualcomm, AMD, NVIDIA, MediaTek, Intel, Altera, and others have grabbed it.
Media in Taiwan reported that TSMC’s 5nm process is in short supply and was enthusiastically welcomed by Apple, Qualcomm, AMD, NVIDIA, MediaTek, Intel, Bitland, Altera, and others.
According to Isaiah Research, Apple has significant demand for 5nm process chipsets, including the chipsets used in the A14 and A14 X application processors and MacBook, and is considering the possibility of securing between 40,000 and 45,000 5nm process chipsets from TSMC in the first quarter of next year.
Isaiah said that in addition to Apple, Qualcomm’s SDM875+ chips will be deployed in TSMC 5nm earlier than expected, and MediaTek’s D2000 will also begin using 5nm silicon at TSMC in the fourth quarter. Second, TSMC’s 5nm process has customers including AMD, Bitcoin, Altera, and others.
TSMC was founded in 1987 and is the world’s largest semiconductor foundry with customers such as Apple, Qualcomm, and others. TSMC’s headquarters are located in the Hsinchu Science Industrial Park in Hsinchu, Taiwan. TSMC had a 52 percent market share last year.
At the close of trading last Friday, the company’s shares fell 0.61 percent to $80.03, representing a total market capitalization of approximately $415.042 billion.
TSMC said it will build a factory in the US that will start production in 2023. However, it will reportedly produce 5nm chips when it goes into production, a generation behind the 3nm chips that will roll off the assembly line at TSMC’s Asian factory.
TSMC is now looking ahead to the 3nm chip model. TSMC’s foundries plan to begin risk production on the 3nm process node next year. TSMC says its 3nm chips will provide a 10 to 15 percent performance increase and a 20 to 25 percent increase in energy efficiency. Today’s report mentions that Apple’s A16 chips (which will ship in 2022) will be manufactured in a 3nm process and will be used in Apple’s iPhone 13 series of mobile phones.