TSMC, the world’s leading semiconductor manufacturer, is poised for a massive financial windfall. DigiTimes reports that the company is expected to generate over NT$1 trillion (approximately $31 billion USD) in revenue from its 3nm and 5nm process nodes in just nine months. This staggering figure highlights the immense demand for TSMC’s advanced chip production capabilities.
Key clients like Apple, AMD, NVIDIA, Intel, Qualcomm, and MediaTek are driving this surge in revenue. These tech giants rely on TSMC’s cutting-edge nodes to power their latest devices and technologies. TSMC’s revenue is projected to reach NT$336.7 billion (around 40% of its Q1 2023 revenue) in Q2 2024, with a further NT$754 billion (approximately $23 billion USD) expected in Q3 2024.
Apple is heavily investing in TSMC’s 3nm and 5nm nodes for its upcoming iPhone 16 series and AI GPUs. NVIDIA, on the other hand, is utilizing these advanced nodes for its groundbreaking Blackwell AI GPUs and the next generation of GeForce RTX 50 series GPUs.
The enormous demand for TSMC’s 3nm and 5nm nodes is a testament to the company’s technological prowess and its ability to meet the ever-growing needs of the global tech industry. The next few quarters are expected to be exceptionally busy for TSMC as it fulfills the orders of its high-profile clients.
