TSMC’s 3nm process node is becoming increasingly popular, with a growing list of customers including Apple, Intel, AMD, NVIDIA, and more. The addition of AI chips, like AMD’s Instinct MI350 series and NVIDIA’s Rubin R100, signifies a significant shift in the industry, pushing TSMC’s production capacity to its limits. This article examines the impact of this growing demand and the future of TSMC’s 3nm node.
TSMC, the world’s leading semiconductor manufacturer, is projected to generate a staggering $31 billion in revenue from its advanced 3nm and 5nm process nodes in just nine months. This impressive feat is driven by the insatiable demand from major tech giants like Apple, AMD, NVIDIA, Intel, Qualcomm, and MediaTek, who are all vying for TSMC’s cutting-edge chip production capabilities.
