These are all just market rumours and speculation as usual. TSMC is ASML's biggest customer and has more than 50% of the global installed base of EUV machines. They always planned to take a high NA machine as early as possible for R&D purposes, they're just not buying in volume yet that's all. The timing and/or cost does not work for their current nodes up to A16. The next full node shrink, which is due in 2028 I think, may use high NA but TSMC haven't decided yet.
TSMC wafer pricing
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DegustatoR
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TSMC's 3nm Supply Runs Short Amid Huge AI Demand: NVIDIA, Apple, AMD, Qualcomm Consider Raising Chip Prices
NVIDIA, Apple, AMD & Qualcomm are now opting for price hikes for their in-demand AI hardware as TSMC's 3nm supply becomes more scarce.
wccftech.com
Well Nvidia is widely speculated to move to 3nm next year for Blackwell's evolution. This article is talking about the situation going forward, not just right now. Not saying it's a credible story, necessarily. Plausible, though.
The article seems fairly plausible. Currently only Apple and Intel are ramping 3nm in volume, but by the end of this year/next year we will see multiple other product ramps including Apple's A18 SoC(s), M4 & derivatives ; AMD Turin Dense, Strix Halo, MI350; Qualcomm and Mediatek mobile SoCs, and perhaps a few others but it seems clear that TSMC's 3nm is in high demand. Nvidia has surely prebooked capacity for Rubin but it does have sufficient competition for capacity for the foreseeable future.
That’s going to benefit TSMCs customers with the deepest pockets and further squeeze anyone running on low margins. Nvidia and Apple are probably unphased and maybe even welcome the higher prices that will put pressure on the competition.
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TSMC & Customers Agree To a 3nm Price Hike Given That The Taiwan Giant Maintains A Steady Supply
TSMC's customers have agreed to a raise in 3nm chip supply pricing in exchange for the condition that they keep up with the supply.
wccftech.com
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TSMC To Raise 3nm & 5nm Prices By Up To 8%, CoWoS To Witness Price Increase Too
TSMC is set to implement a "price raise" strategy across its in-demand products since the Taiwan giant is eager to maintain its gross margins.
wccftech.com
5nm should be getting price cuts in the near future as the equipment is nearly fully depreciated for the initial production lines at least (TSMC operates on a 5 year depreciation cycle and the equipment was installed towards end 2019). Once 3nm fully ramps next year, 5nm utilisation should also drop which would also be a factor. TSMC is also introducing a lower cost N4C process which should be a long life node like N6.TSMC To Raise 3nm & 5nm Prices By Up To 8%, CoWoS To Witness Price Increase Too
TSMC is set to implement a "price raise" strategy across its in-demand products since the Taiwan giant is eager to maintain its gross margins.
On 3nm getting price hikes, it's not surprising. HPC and AI demand is still strong. Though a large part of initial 3nm production was sold at lower prices years ago so it won't have much of an immediate impact.
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TSMC & US-Based Amkor Technologies To Bring In CoWoS Production Into The US, Pivotal Moment For The AI Markets
TSMC and Amkor are working to bring chip packaging technology to the US, with Taiwan's giant Arizona facility playing a significant role.
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DegustatoR
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Analysts expect profits to jump ahead of the earnings call at 0600 GMT on Thursday.
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DegustatoR
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TSMC 2nm Node Sees Higher Demand Than 3nm Even Before Launch
TSMC's quarterly earnings report for Q3 2024 is out and according to the company, the upcoming 2nm process node is in more demand than 3nm.
wccftech.com
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