According to Taiwan Economic Daily News, in response to the news that TSMC has again postponed the mass production of 3nm chips by three months, TSMC responded that the development of the 3nm process is in line with expectations, with high yields, and will be mass produced later in the fourth quarter.
Industry sources pointed out that the news of “delayed again” should be related to TSMC’s initial release of the statement that “3nm is expected to be mass produced in the second half of 2022”, but the fourth quarter also falls in the second half of the interval, TSMC 3nm does not have the problem of “delayed mass production”. The problem of “delayed mass production”.
TSMC President Wei Zhejia recently mentioned in the legal conference, the 3-nanometer progress in line with expectations, with good yields and will be mass produced in the fourth quarter, driven by high-speed computing and smartphone applications, customer demand for 3 nanometers over capacity.
In the third quarter of this year, TSMC reported revenue of US$20.23 billion (approximately RMB 145.049 billion), a gross margin of 60.4% and a net operating margin of 50.6%. During the reporting period, TSMC’s 5nm shipments accounted for 28% of total wafer revenue; 7nm shipments accounted for 26%; and 7nm and more advanced processes accounted for 54% of total wafer revenue.
