TheLostSwede
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According to DigiTimes, TSMC is working on increased its monthly shipments of finished wafers from 120,000 to 150,000 for its 5 nm nodes, under which 4 nm also falls. This is three times as much as what TSMC was producing just a year ago. The 4 nm node is said to be in full mass production now and the enhanced N4P node should be ready for mass production in the second half of 2022, alongside N3B. This will be followed by the N4X and N3E nodes in 2023. The N3B node is expected to hit 40-50,000 wafers initially, before ramping up from there, assuming everything is on track.
The report also mentions that TSMC is expecting a 20 percent revenue increase from its 28 to 7 nm nodes this year, which shows that even these older nodes are being heavily utilised by its customers. TSMC has what NVIDIA would call a demand problem, as the company simply can't meet demand at the moment, with customers lining up to be able to get a share of any additional production capacity. NVIDIA is said to have paid TSMC at least US$10 billion in advance to secure manufacturing capacity for its upcoming products, both for consumer and enterprise products. TSMC's top three HPC customers are also said to have pre-booked capacity on the upcoming 3 and 2 nm nodes, so it doesn't look like demand is going to ease up anytime soon.
View at TechPowerUp Main Site | Source
The report also mentions that TSMC is expecting a 20 percent revenue increase from its 28 to 7 nm nodes this year, which shows that even these older nodes are being heavily utilised by its customers. TSMC has what NVIDIA would call a demand problem, as the company simply can't meet demand at the moment, with customers lining up to be able to get a share of any additional production capacity. NVIDIA is said to have paid TSMC at least US$10 billion in advance to secure manufacturing capacity for its upcoming products, both for consumer and enterprise products. TSMC's top three HPC customers are also said to have pre-booked capacity on the upcoming 3 and 2 nm nodes, so it doesn't look like demand is going to ease up anytime soon.
View at TechPowerUp Main Site | Source
