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TSMC Ramps up Shipments to Record Levels, 5/4 nm Production Lines at Capacity

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.



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It would be nice with next gen gpu at 4/5nm - do we dare dream of it :respect:
 

ppn

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40 series and 4nm goes hand in hand. i would pay $300 more, despite being just another fermi toaster, have to live with that.
 
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Repairing the demand hole is good, but how long will it take to be in the surplus?
 

TheLostSwede

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Repairing the demand hole is good, but how long will it take to be in the surplus?
At least until some of the new, cutting edge fabs come online.
 
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Aaaand, predictably, when this will finally meet the insatiable demand, the prices will plummet.
 

TheLostSwede

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Samsung is doing just fine.. stop lying
Not so much on the cutting edge. I suggest you read up on why Qualcomm and Nvidia aren't happy with Samsung before telling people they're lying. Exaggerating, sure, but the big, cutting edge customers are heading back to TSMC.
 
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Imagine if something happens in the Taiwan region, we are going to see
"Silicon apocalypse now"!!!
 
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The Global Foundries 7nm void is a log jam that is going to take years to sort out thanks in no small part to that anti-competitive Intel paradox.
 
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Imagine if something happens in the Taiwan region, we are going to see
"Silicon apocalypse now"!!!
things have already been happening there and you are already seeing the results... (the droughts, covid, etc)
 
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