Over there mass production of the 3nm was initially planned for the 2H22but was later postponed to 1H23 due to issues with product design and process verification, recently the mass production schedule of products was delayed again for some reason until the end of 2023. This almost completely wiped out the 3nm production capacity originally envisioned in 2023 , with only a marginal amount of wafer input left for technical verification.
TrendForce indicates that this incident has greatly impacted TSMC’s manufacturing expansion plan, making Apple the only company among the first wave of 3nm process customers from 2H22 to early 2023 with products such as M Series and A17 Bionic Chips.
With this in mind, TSMC has decided to slow down the progress of its production expansion to ensure that production capacity is not left unduly untapped, leading to enormous cost amortization pressure. In addition to formally informing equipment suppliers of the company’s intention to adjust equipment orders for 2023, TrendForce expects that this move will also affect parts of the 3nm expansion due to the high cost of the 3nm expansion. CapEx schedule for 2023. TSMC and consequently TSMC’s CapEx scale in 2023 may be lower than in 2022.
It’s worth noting that while Intel has made significant changes to its outsourcing plan for 2023, forcing TSMC to delay its expansion plans for 2023, looking at other advanced process customers, including AMD, MediaTek, and Qualcomm, all of these companies plan to mass-produce 3nm products. to be produced in 2024.
Source: Lega Nerd
