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TSMC "Apple-first" 3nm policy leads to AMD and Qualcomm mutiny

Apple has reserved most of TSMC's 3nm capacity already. Samsung
welcomes those neglected.

By
Mark Tyson
-
24/11/2021
 
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Rumours concerning TSMC's and Apple's close relationship continue to
bubble up in Taiwanese media. A freshly-baked industry-sourced
confection, from broadcaster TTV, suggests that both AMD and Qualcomm
are now so fed up with TSMC's purported "Apple-first" policy that
they have decided to transition their businesses to Samsung Foundry
services for 3nm.  

The Taiwanese media report characterises the battle for advanced
semiconductor processes as "fierce," and the ongoing tussle for
capacity has led to a significant rupture, meaning that long-time
TSMC customers AMD and Qualcomm will become the first major customers
of Samsung's 3nm process. Samsung is expected to have its first-gen
3nm process ready for mass production in H1 next year, but we won't
see flagship processors from them until 2023, according to the
report.

[TSMC-N3-benefits]

Keeping the TSMC N3 production lines busy will be Apple's significant
orders, as the Cupertino steamroller shows little signs of slowing
down. Nikkei Asia news says that Apple will need TSMC's skills more
than ever in the coming few years due to the launch of its
own-designed custom 5G modem chip. In 2022, Apple will start getting
the modem fabricated on TSMC N4, but will transition to N3 for this
and its A/M SoCs in 2023.

Neither Apple nor TSMC have commented on the TTV/ Nikkei Asia
reports.

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