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TSMC N3 is now shipping in Q1 2023!
N3 / N2 extend to a 2.5 year cadence.
The hiccup brings questions on TSMC’s competitive positioning vs Intel 20A / Samsung 2nm.
We believe $TSM remains ahead, but slowdown of node transitions opportunity for $INTC $SSNLF
Costs are going up for new nodes, but TSMC is passing cost along. SemiCap will party, but everyone down stream will have to deal with cost/transistor rising.
$AMAT $LRCX $ASML $TOELY $KLAC $ASMIY $ENTG $KLIC $BESI
https://semianalysis.substack.com/p/tsmc-3nm-wafer-shipments-pushed-into

SemiAnalysis has been hearing murmurings about TSMC’s N3 having poor yields, poor metal stack performance, being very expensive, and being too late for Apple’s 2022 iPhone. These can’t be confirmed, but we can confirm that TSMC N3 is now shipping in Q1 2023.The hiccup on N3 brings many questions about TSMC’s competitive positioning versus Intel 20A and Samsung 2nm. Both these nodes are very aggressive and aimed at getting back into a competitive position against TSMC. Intel and Samsung even claim the nodes will bring leadership.

https://semianalysis.substack.com/p/tsmc-3nm-wafer-shipments-pushed-into

TSMC 3nm Wafer Shipments Pushed Into Q1 2023, 2.5 Years After N5 | TSMC 2nm, Samsung 2nm, And Intel 20A Battle It Out In 2025

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