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Apple chip supplier TSMC is scaling back its plans to produce 3nm chips next year after Intel postponed a major order, Taiwanese research firm TrendForce reports.

3nm-apple-silicon-feature.jpg

Intel reportedly planned to outsource production of its Meteor Lake tGPU chipset to TSMC, with mass production scheduled for the second half of 2022, before being delayed to the first half of 2023 due to design and verification issues. Now, Intel is said to have delayed mass production to the end of 2023, virtually cancelling the 3nm chip production capacity that it had booked with TSMC for most of next year.

As a result, TSMC has apparently been "greatly affected" by the move, forcing it to slow its expansion of 3nm chip production to ensure that production capacity "is not excessively idle, leading to massive cost amortization pressure."

Apple is believed to be the main customer of TSMC's initial 3nm chip mass production. According to the report, Apple is now the only major company among the first wave of 3nm chip production clients with orders scheduled between the second half of 2022 and the start of 2023. Apple's upcoming 3nm chips reportedly include new M-series chips and the "A17 Bionic."

It is not clear if the disruption at TSMC caused by Intel will impact Apple's 3nm chip production volume or schedule. The first 3nm chip from Apple is rumored to be the M2 Pro, debuting in the 14-inch MacBook Pro, 16-inch MacBook Pro, and a high-end Mac mini model.

Article Link: Apple Chip Supplier Hit by Intel Delay Ahead of 'A17 Bionic' Production in 2023
 
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azentropy

macrumors 601
Jul 19, 2002
4,066
5,497
Surprise
Funny stuff. Basically the original concern was that Intel was going to use all the 3nm production leaving Apple out in the cold and now the fear is that because Intel isn't going to use it that TSMC will not ramp up production since there won't be enough customers leaving Apple out in the cold....

It is almost like someone is trying to spin that whatever happens it will be bad news for Apple! ;)
 

Populus

macrumors 603
Aug 24, 2012
5,180
7,524
Spain, Europe
I just need to know if Apple’s 3nm chips are following the schedule, because I’m really interested in the next big jump in performance and efficiency on Apple SoCs. I’m sorry for Intel, although I’m not really interested in their products anymore.
 

Realityck

macrumors G4
Nov 9, 2015
10,681
16,064
Silicon Valley, CA
Apple chip supplier TSMC is scaling back its plans to produce 3nm chips next year after Intel postponed a major order, Taiwanese research firm TrendForce reports.
Intel reportedly planned to outsource production of its Meteor Lake tGPU chipset to TSMC, with mass production scheduled for the second half of 2022, before being delayed to the first half of 2023 due to design and verification issues. Now, Intel is said to have delayed mass production to the end of 2023, virtually cancelling the 3nm chip production capacity that it had booked with TSMC for most of next year.​
Perhaps Apple will take advantage and ramp up production of even more AS processors that are needed to support more newer Mac choices in the future. There is plenty room to sell a lot of requested macs that never seen performance improvements since M1 or been taken out of the store such as large iMacs.
 
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