according toNikkeiIt is reported that both Apple and Intel have already begun testing TSMC’s 3nm process technology, and will start production next year as soon as possible. Intel is rumored to use 3nm technology in a new generation of notebooks and data center processors, while Apple plans to release 3nm process chips on the iPad for the first time. As TSMC plans to start mass production of 3nm chips in the second half of 2022, the products onboard will be available around the beginning of 2023, which is not in line with the traditional timeline of the iPhone at the end of the year. Therefore, the 2022 iPhone is expected to use the 4nm process. .
TSMC is currently building chips for the iPhone 12 using the 5nm process, and the slightly improved 4nm process will come next year, temporarily as a transition before the 3nm debut. Compared with the existing 5nm products, the future 3nm chips are expected to increase the chip products by 10~15% under the same energy consumption; or save power by 25~30% under the same speed.
Intel’s situation is more subtle. Their own 10nm process chips have just begun to be launched in large numbers (which is roughly equivalent to TSMC’s 7nm), and 7nm products will have to wait until 2023. Therefore, in the middle, Intel found TSMC foundry notebooks and data center processors, with the intention of regaining the market lost to AMD and NVIDIA in the past few years. If everything goes as Intel’s plan, Intel may be ahead of AMD to launch a 3nm processor, surpassing the planned 5nm Zen 4.
TSMC’s 3nm plant is located in the Southern Science Park and is the fourth, fifth, and sixth phases of the Fab 18 plant. The project is currently in progress. The new plant invested in Arizona, USA, will start with Technology-based.