TSMC has postponed the mass production of 3-nanometer chips for three months, TSMC responded that the development of the 3-nanometer process is in line with expectations, and the yield rate is high. Mass production will begin later in the fourth quarter.
Industry insiders pointed out that the news of "re-delay" should be related to TSMC's initial statement that "3nm is expected to be mass-produced in the second half of 2022", but the fourth quarter also fell in the second half of the year, and TSMC's 3nm did not "delay". mass production" issue.
Wei Zhejia, President of TSMC, recently mentioned at the legal conference that the progress of 3nm is in line with expectations, with a good yield rate and will be mass-produced in the fourth quarter. Driven by high-speed computing and smartphone applications, customers are eager to Nano demand outstrip capacity.
The financial report shows that in the third quarter of this year, TSMC’s revenue was US$20.23 billion (about 145.049 billion yuan), with a gross profit margin of 60.4% and an operating net profit margin of 50.6%. During the reporting period, TSMC's 5nm shipments accounted for 28% of total wafer revenue; 7nm shipments accounted for 26%; 7nm and more advanced processes accounted for 54% of total wafer revenue.
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