Shulou(Shulou.com)11/24 Report--

CTOnews.com August 22, Digitimes reported that TSMC plans to start mass production of 3nm chips for upcoming MacBook models and other products later this year.

"back-end companies are optimistic about the demand for the upcoming MacBook chip, which will be manufactured using TSMC's 3nm process technology, and production of the chip will start later this year, according to industry sources," the report said in a paid preview.

However, TSMC is unlikely to generate significant revenue from overall 3nm chip production at least until the first quarter of 2023.

This message is in line with a report in Taiwan's Business Times last week that TSMC will start producing 3nm chips for Apple by the end of 2022. Apple's first 3nm chip may be the M2 Pro chip for Mac, the report said, adding that the A17 Bionic chip in next year's iPhone 15 Pro model will also be an 3nm chip.

CTOnews.com learned that Bloomberg's Mark Gurman expects the M2 Pro chip to be used in the next generation of 14-inch and 16-inch MacBook Pro models, as well as to replace the current high-end Mac mini based on Intel chips. Gurman believes that Apple plans to release a number of new Mac models at its October event, but it is not entirely clear whether this will include new MacBook Pro and Mac mini models, or whether Apple will wait for the release of its first Mac with an 3nm chip in 2023.

Apple M1 series chips and M2 chips adopt TSMC 5nm and its improved process. The transition to 3nm chips will improve the performance and energy efficiency of Mac and iPhone.

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