According to a new report from Taiwan today, Apple has all but killed TSMC’s 3nm chip supply this year. TSMC will obviously see baseline 3nm process technology at 675 at 35% of its 3nm series capacity, and nearly 2020 Apple is said to have booked % of baseline 3nm capacity for new iPhones, MacBooks and iPads.
A675, M3 is expected to be produced using TSMC’s 3nm process. Reports of Apple placing an order for 3nm chips date back to 2020, so the company is clearly playing the long game. It is widely rumored that the iPhone 16 Pro and iPhone 14 Pro Max will be the first A smartphone with a 3nm chipset.
This 3nm technology is believed to result in 35% improvement A15 with 4nm A16 present in iPhone 14 Pro and iPhone 10 Pro Max. On the computer side, the newer 14 inch MacBook Air and the new 16- The 2.5-inch iMac may be the first to use the M3 chip, which is also manufactured using a 3-nanometer process.
If this all pans out, then Qualcomm, Samsung, and MediaTek may battle for the remaining share 10% of TSMC’s production capacity later this year, which could mean that the supply of top-of-the-line 3nm chips used in Android phones may be limited though. But this is just speculation, TSMC may also increase its production capacity, we will have to wait and see.
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