Taiwan Semiconductor Manufacturing Co. released its Q4'2023 and full year 2023 financial results this week. And along with a look at the financial state of the firm as it enters 2024, the company's earnings info also offers a fresh look at the utilization of their various fab nodes. Of particular interest, with TSMC ramping up production of chips on its N3 (3 nm-class) process technology, N3 (aka N3B) has already reached the point where it accounts for 15% of TSMC's revenue in Q4 2023. This is a very fast – albeit not record fast – revenue ramp. In the fourth quarter of 2023, sales of wafers processed using N3 accounted for 15% of TSMC's total wafer revenue, whereas revenue of N5 and N7 accounted for...
Although Taiwan Semiconductor Manufacturing Co. formally started production of chips using its N3 (3nm-class) process technology back in late 2022, the company did not recognize any meaningful N3 revenue...7 by Anton Shilov on 10/19/2023
Designing chips for modern, leading-edge manufacturing technologies is an expensive endeavor. Still, dozens of companies have already adopted TSMCs N3 and N3E (3 nm-class) fabrication processes, according to disclosures...9 by Anton Shilov on 7/28/2023
While TSMC formally started mass production of chips on its N3 (3nm-class) process technology late last year, the company is set to finally ship the first revenue wafers in...21 by Anton Shilov on 7/21/2023
Alongside some new announcements for their 2nm process node plans, TSMC has also released a progress and roadmap update for their N3 family process technologies at today's 2023 North...13 by Anton Shilov on 4/26/2023
Taiwan Semiconductor Manufacturing Co. on Thursday kicked off its 2022 TSMC Technology Symposium, where the company traditionally shares it process technology roadmaps as well as its future expansion plans...44 by Anton Shilov on 6/16/2022
Taiwan Semiconductor Manufacturing Co. has solid plans for the next few years, but the foundry's manufacturing technology design cycles are getting longer. As a result, to address all of...21 by Anton Shilov on 4/22/2022
TSMC has introduced a brand-new manufacturing technology roughly every two years over the past decade. Yet as the complexity of developing new fabrication processes is compounding, it is getting...32 by Anton Shilov on 10/18/2021