In the 3nm process node, Samsung preempted TSMC at the end of June to complete mass production, to achieve the long-cherished dream of surpassing TSMC, however, the main problem with Samsung’s 3nm is that there are few customers, this aspect of TSMC’s 3nm is more dominant, Apple, Intel, AMD, NVIDIA and other companies will next use TSMC foundry.
However, TSMC has grabbed the main customers does not mean that there is no hidden worry, originally Intel is also one of the two major customers of TSMC 3nm debut, but not long ago there was news that Intel canceled the order, 14 generations of Core on the GPU module using the 5nm process, did not use TSMC 3nm process.
However, the fact that TSMC has grabbed major customers does not mean that there are no worries. Originally, Intel was also one of the two major customers of TSMC’s 3nm launch. However, it was reported not long ago that Intel canceled the order, and the GPU module on the 14th generation Core uses a 5nm process. , did not use TSMC’s 3nm process.
Now, Apple, the only customer of TSMC’s 3nm process, has also been shaken. A source from the industry chain @Mobile Chip Daren broke the news that TSMC’s N3 process has been abandoned internally, because customers don’t need it, and Apple has also given up.
But N3 process was abandoned, which does not mean that TSMC’s 3nm process is finished, in fact, N3 is only the first generation of the 3nm process, compared to the N5 process power consumption can be reduced by about 25-30%, performance can be improved by 10-15%, transistor density increased by about 70%.
However, the N3 process has a narrow range of applications and is only suitable for manufacturing specific products for early customers with superb investment capabilities and the pursuit of new processes.
In short, the initial generation of N3 process performance and density is very good, but too expensive, only suitable for the dirt-cheap customers willing to burn money, such as Apple, Intel, the results of these two have not been used.