mjtomlin said:TSMC customers that include Apple will increase orders for second generation 3nm process wafersNot so sure this applies to the M3 Ultra; the next generation 3nm process is not compatible with the first generation, which is why so many other companies have opted to pass on it and wait.
The A18 will make the switch as will the M4.
Yeah. Apple is already making M3 Max chips on N3B. What's the point of using N3E when TSMC is fabbing M3 Max chips on order low millions of chips? The M3 Ultra is two M3 Max chips and the UltraFusion silicon bridge. So, the compute chips are already available. Just waiting on the silicon bridge chip, qualification/validation of the M3 Ultra, and marketing timing. Apple still needs to up their ambition and ship the quad Max chip solution too. You hope they can ship it for every generation.
N3E? Yeah, that might arrive in time for the A18 and M4 family of chips. Apple could be using four generations of TSMC 3nm fabs: N3B, N3E, N3P and N3X. Won't see TSMC 2nm chips until late 2026 at the earliest.
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