N3

Taiwan Semiconductor Manufacturing Co. released its Q4'2023 and full year 2023 financial results this week. And along with a look at the financial state of the firm as it enters 2024, the company's earnings info also offers a fresh look at the utilization of their various fab nodes. Of particular interest, with TSMC ramping up production of chips on its N3 (3 nm-class) process technology, N3 (aka N3B) has already reached the point where it accounts for 15% of TSMC's revenue in Q4 2023. This is a very fast – albeit not record fast – revenue ramp. In the fourth quarter of 2023, sales of wafers processed using N3 accounted for 15% of TSMC's total wafer revenue, whereas revenue of N5 and N7 accounted for...

Apple Announces M3 SoC Family: M3, M3 Pro, and M3 Max Make Their Marks

Capping off a busy month for new processor announcements, Apple this week has announced a new generation of M-series Apple Silicon processors – and with it, a newly refreshed...

55 by Ryan Smith on 10/31/2023

TSMC Q3 Earnings: 3nm Production Node Accounts for 6% of Revenue

Although Taiwan Semiconductor Manufacturing Co. formally started production of chips using its N3 (3nm-class) process technology back in late 2022, the company did not recognize any meaningful N3 revenue...

7 by Anton Shilov on 10/19/2023

Dozens of Companies Adopt TSMC's 3nm Process Technology

Designing chips for modern, leading-edge manufacturing technologies is an expensive endeavor. Still, dozens of companies have already adopted TSMCs N3 and N3E (3 nm-class) fabrication processes, according to disclosures...

9 by Anton Shilov on 7/28/2023

TSMC: 3nm Chips for Smartphones and HPCs Coming This Year

While TSMC formally started mass production of chips on its N3 (3nm-class) process technology late last year, the company is set to finally ship the first revenue wafers in...

21 by Anton Shilov on 7/21/2023

TSMC Details 3nm Evolution: N3E On Schedule, N3P and N3X To Deliver 5% Performance Gains

Alongside some new announcements for their 2nm process node plans, TSMC has also released a progress and roadmap update for their N3 family process technologies at today's 2023 North...

13 by Anton Shilov on 4/26/2023

TSMC's 3nm Journey: Slow Ramp, Huge Investments, Big Future

Last week, TSMC issued their Q4 and full-year 2022 earnings reports for the company. Besides confirming that TSMC was closing out a very busy, very profitable year for the...

30 by Anton Shilov on 1/17/2023

TSMC Unveils Major U.S. Fab Expansion Plans: 3nm and $40 Billion by 2026

TSMC this week held its Arizona fab 'first tool-in' ceremony, where alongside celebrating its first US fab, the company also announced major expansion plans for the production facility. The...

17 by Anton Shilov on 12/7/2022

TSMC and ASML: Demand for Chips Remains Strong, But Getting Fab Tools Is Hard

TSMC's revenue this year is going to set an all-time record for the company, thanks to high demand for chips as well as increased prices that its customers are...

13 by Anton Shilov on 7/21/2022

TSMC Readies Five 3nm Process Technologies, Adds FinFlex For Design Flexibility

Taiwan Semiconductor Manufacturing Co. on Thursday kicked off its 2022 TSMC Technology Symposium, where the company traditionally shares it process technology roadmaps as well as its future expansion plans...

44 by Anton Shilov on 6/16/2022

TSMC Roadmap Update: N3E in 2024, N2 in 2026, Major Changes Incoming

Taiwan Semiconductor Manufacturing Co. has solid plans for the next few years, but the foundry's manufacturing technology design cycles are getting longer. As a result, to address all of...

21 by Anton Shilov on 4/22/2022

TSMC Roadmap Update: 3nm in Q1 2023, 3nm Enhanced in 2024, 2nm in 2025

TSMC has introduced a brand-new manufacturing technology roughly every two years over the past decade. Yet as the complexity of developing new fabrication processes is compounding, it is getting...

32 by Anton Shilov on 10/18/2021

An AnandTech Interview with TSMC: Dr. Kevin Zhang and Dr. Maria Marced

In the past week, TSMC ran its 2021 Technology Symposium, covering its latest developments in process node technology designed to improve the performance, costs, and capabilities for its customers...

18 by Dr. Ian Cutress on 6/8/2021

TSMC Update: 2nm in Development, 3nm and 4nm on Track for 2022

For TSMC, being the world's largest foundry with nearly 500 customers has its peculiarities. On the one hand, the company can serve almost any client with almost any requirements...

74 by Anton Shilov on 4/26/2021

TSMC to Spend $100B on Fabs and R&D Over Next Three Years: 2nm, Arizona Fab & More

TSMC this week has announced plans to spend $100 billion on new production facilities as well as R&D over the next three years. The world's largest contract maker of...

45 by Anton Shilov on 4/2/2021

Where are my GAA-FETs? TSMC to Stay with FinFET for 3nm

As we passed that 22nm to 16nm barrier, almost all the major semiconductor fabrication companies on the leading edge transitioned from planar transistors to FinFET transistors. The benefits of...

37 by Dr. Ian Cutress on 8/26/2020

TSMC Details 3nm Process Technology: Full Node Scaling for 2H22 Volume Production

At TSMC’s annual Technology Symposium, the Taiwanese semiconductor manufacturer detailed characteristics of its future 3nm process node as well as laying out a roadmap for 5nm successors in the...

58 by Andrei Frumusanu on 8/24/2020

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