Пытаются выжать все соки пока не подоспели конкуренты, кроме того, если не ошибаюсь, у TSMC недогруз по 3нм.
At 60 and 50 percent respectively, neither Samsung nor TSMC are anywhere near decent yields. Anything below 70 percent is considered very poor and even the 60 percent claim in Samsungs case, is apparently limited to some kind of Chinese mining ASIC and doesn't include the SRAM you find in most modern processors. ChosunBiz also mentions a source familiar with Samsung's foundry business who mentions a yield closer to 50 percent for the company. The same source also mentions that Samsung needs to reach at least 70 percent yield to be able to attract major customers to its 3 nm node.
As early as May, Apple was known to have booked nearly 90% of the Taiwanese pure-play foundry for its upcoming next-gen devices. However, Apple is now projected to take 100% of TSMC's capacity in 2023, due to delays in Intel's wafer needs owing to later modifications to the company's CPU platform design plans.
Intel's lack of orders means TSMC's sales of 3nm chips will be significantly lower this year. While TSMC is still expected to experience significant growth in the fourth quarter as it starts mass producing 3nm chips for Apple's needs, they too have been downgraded, according to DigiTimes' industry sources.
The report suggests TSMC's 3nm process output may be reduced to 50,000-60,000 wafers monthly in the fourth quarter, down from the 80,000-100,000 units previously anticipated, due to a cutback in Apple's orders. The current monthly output of TSMC's 3nm process is estimated at approximately 65,000 wafers, the outlet's sources said.
