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

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

Rumours worrying TSMC’s and Apple’s close relationship continue to bubble up in Taiwanese media. A freshly-baked industry-sourced confection, from broadcaster TTV, recommends that both AMD and Qualcomm are now so fed up with TSMC’s supposed “Apple-first” policy that they have actually chosen to shift their services to Samsung Foundry services for 3nm.

The Taiwanese media report characterises the fight for sophisticated semiconductor procedures as “strong,” and the continuous tussle for capability has actually caused a considerable rupture, suggesting that veteran TSMC consumers AMD and Qualcomm will end up being the very first significant clients of Samsung’s 3nm procedure Samsung is anticipated to have its first-gen 3nm procedure all set for mass production in H1 next year, however we will not see flagship processors from them up until 2023, according to the report.

Keeping the TSMC N3 assembly line hectic will be Apple’s substantial orders, as the Cupertino steamroller reveals little indications of decreasing. Nikkei Asia news states that Apple will require TSMC’s abilities more than ever in the coming couple of years due to the launch of its own-designed custom-made 5G modem chip. In 2022, Apple will begin getting the modem made on TSMC N4, however will shift to N3 for this and its A/M SoCs in 2023.

Neither Apple nor TSMC have actually discussed the TTV/ Nikkei Asia reports.

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