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TSMC's 3nm node will reportedly account for over 20% of its revenue in 2024, as Apple, AMD, and Intel adopt the technology

TSMC's leading-edge 3nm process technology is popular.

www.tomshardware.com/, Mar. 26, 2024 – 

TSMC's 3nm fabrication process accounted for 15% of the company's revenue in Q4'23. Only one of TSMC's customers used it at the time: Apple. But as more customers adopt the manufacturing process, 3nm process nodes will account for a considerably larger share of TSMC's revenue, reports ICSmart.cn.

This year TSMC's N3-series nodes – including N3B and N3E – will account for over 20% of the foundry's revenue in 2024, the report claims. Apple currently exclusively uses TSMC's N3B to make its A17 Pro system-on-chip (SoC) for smartphones, as well as the M3-series processors for iMac desktops and MacBook laptops. Later this year, AMD and Intel are expected to adopt TSMC's N3E and, possibly, N3B for their upcoming processors, and 3nm will thus understandably account for a higher portion of TSMC's revenue.

AMD is preparing to launch its new Zen 5-based processors made on 3nm- and 4nm-class process technologies later this year. Apparently, the platform codenamed Nirvana will also use TSMC's 3nm technology and is anticipated to be released in the second half of the year.

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