As of the end of its most recent quarter, TSMC generated about 23% of its revenue from sales of 5nm products, and that percentage has grown over the past four quarters of this process technology’s presence in the company’s product lineup. According to Taiwanese sources, TSMC will increase its 5nm production by a quarter this year to meet demand from new customers.
In the past, Apple has been the largest buyer of TSMC’s innovative products, but more and more customers are looking for access to the latest lithographs. Accordingly DigiTimes, AMD, NVIDIA and MediaTek compete for TSMC 5nm products this year. To that end, the Taiwanese contractor is poised to increase production of 5nm products in all its diversity by 25% this year.
It should be noted that TSMC classifies a whole range of technologies as 5nm technologies: N5, N5P, N4, N4P, N4X, as well as the 4N technology developed for the needs of NVIDIA, according to which accelerators with the Hopper architecture and some network components presented at GTC 2022 this month. It cannot be ruled out that 4N technology will also be used for the production of gaming solutions from the Ada Lovelace family, the announcement of which is planned for September.
Apple plans to use the N5 and N5P processes to release the A14, A15 and M1 processors, and the upcoming A16 might even migrate to the N4 process. AMD should release 5nm processors for servers and consumers by the end of the year, and graphics solutions with RDNA-3 architecture will most likely use the advanced technical processes of this family.
According to Taiwanese sources, TSMC will be able to increase the number of silicon wafers with 5 nm chips processed monthly from the current 120,000 to 150,000 as early as the third quarter of this year. The company will not forget the development of 3nm process technology. The first deliveries of serial products of this class will begin in the second half of the year, but consumers will not see them until the beginning of next year at the earliest.