TSMC’s monthly production of 3nm process wafers may decrease to 50,000-60,000 in the fourth quarter, down from the 80,000-100,000 wafers previously anticipated, due to Apple’s reduction in its 3nm orders, Chinese media outlet Techweb has reported, citing sources familiar with the matter. Currently, the monthly output of TSMC’s 3nm process amounts to approximately 65,000 wafers. Apple’s upcoming iPhone 15 Pro models are expected to feature the firm’s A17 Bionic processor, based on TSMC’s first-generation 3nm process. TSMC has reportedly been unable to accept new orders from major customers such as Qualcomm and AMD in the short term, as Apple’s orders occupy most of TSMC’s 3nm process technology capacity this year. Consequently, there has been speculation that Apple’s decrease in orders will lead to TSMC’s revenue declining in the fourth quarter. [Techweb, in Chinese]
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