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Apple, Qualcomm, Nvidia, AMD fully book TSMC’s 3nm capacity until 2026
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TechNode
Taiwanese media outlet Economic Daily News reported on Tuesday that Apple, Qualcomm, Nvidia, and AMD have almost booked TSMC’s 3nm process to full capacity, leading to a queue of customers extending to 2026.
Details: Currently, TSMC’s 3nm lineup includes N3, N3E, N3P, N3X, and N3A, according to the Economic Daily News report.
The latest high-end chips this year are all adopting the 3nm process, according to Chinese media outlet Icsmart.
Apple will introduce the M4 series processors this year and is set to release the next-gen A18 series processors for its new iPhone16 series this September.
To ensure stable supply over the next two years, TSMC’s strategy is to convert some of its 5nm equipment to support 3nm production.
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