TSMC is the biggest unbiased foundry on this planet because it attracts all of these firms that design chips however are fabless (which implies that they don’t have any manufacturing amenities). That features Apple, which occurs to be TSMC’s largest buyer. And there’s no query that TSMC takes care of its largest buyer.
AMD is contemplating leaving TSMC and having Samsung Foundry manufacture its 3nm chips
A latest report says that TSMC is again on monitor for 3nm quantity manufacturing to happen within the second half of 2022
Based on Counterpoint, Apple this yr will probably be chargeable for 53% of the trade’s 5nm wafer shipments which supplies it the clout that it wields over TSMC. Qualcomm is subsequent with a 24% slice of the 5nm wafer pie. Solely two foundries are presently in a position to manufacture chips utilizing a 5nm course of node with these two being TSMC and Samsung. If the latter has sufficient 3nm capability to influence AMD and Qualcomm to make use of its 3nm course of node, Samsung Foundry might see an enormous soar in income subsequent yr.
At one level, TSMC mentioned that due to the complexity of 3nm, it will delay quantity manufacturing by a yr and there was hypothesis that the A16 Bionic and the iPhone 14 lineup must use 4nm or presumably even stick on the present 5nm course of. However a latest report from Digitimes mentioned that TSMC is again on monitor though at this stage something is feasible.