Apple's Huge 3nm Chip Orders for iPhone 15 Pro and M3 Macs Helping to Maintain TSMC's Fab Utilization Rates

Apple supplier TSMC is making strides to improve its production capacity for chips based on its cutting-edge 3-nanometer process technology, according to industry sources, which is expected to debut in this year's iPhone 15 Pro and upcoming MacBook models.

tsmc semiconductor chip inspection 678x452
DigiTimes reports that TSMC's 5nm fabrication capacity began to loosen in November 2022 as a result of reduced orders from Apple, amongst other partners, with orders for ‌iPhone‌ chips alone having been slashed by 30%. However, the Taiwanese manufacturer has apparently been able to keep its utilization rate at 70% or higher thanks to Apple's thirst for 3nm:

TSMC continues to improve its capacity utilization for 3nm process technology, which is expected to approach 50% at the end of March, the sources said. The foundry will also grow the process output to 50,000-55,000 wafers monthly in March, with Apple being the main customer.

Apple's upcoming ‌iPhone‌ 15 Pro models are expected to feature the A17 Bionic processor, Apple's first ‌iPhone‌ chip based on TSMC's first-generation ‌3nm‌ process, also known as N3E.

The first-gen ‌3nm‌ process is said to deliver a 35% power efficiency improvement over TSMC's 5nm-based N4 fabrication process, which was used to make the A16 Bionic chip for the ‌iPhone‌ 14 Pro and Pro Max. The N3 technology will also offer significantly improved performance compared to current chips manufactured on 5nm.

Apple's next-generation 13-inch and 15-inch MacBook Air models are both expected to be equipped with an M3 chip, which is also likely to be manufactured on the ‌3nm‌ process for further performance and power efficiency improvements. Apple is also reportedly planning to release an updated version of the 13-inch MacBook Pro with an M3 chip. The M2 chip and its higher-end Pro and Max variants are built on TSMC's second-generation 5nm process.

Orders for new AI processors from Nvidia and AMD, as well as Apple's new ‌iPhone‌ chip, are expected to help TSMC avoid further fab utilization declines in the second quarter, DigiTimes' sources said.

Popular Stories

hikawa phone grip stand apple%402x

Apple Launches Second Limited-Edition iPhone Accessory in a Month

Friday November 21, 2025 3:53 am PST by
Apple has begun selling the Hikawa Phone Grip and Stand, a new limited-edition iPhone accessory designed with accessibility in mind. Designed by LA-based Bailey Hikawa to celebrate the 40th anniversary of accessibility at Apple, the grip uses magnets to securely snap onto any iPhone with MagSafe. Apple says it can be removed with ease, and doubles as a stand with two different viewing...
iOS 26

iOS 26.2 Adds These New Features to Your iPhone

Thursday November 20, 2025 10:50 am PST by
iOS 26.2 is currently in beta testing. The upcoming update includes a handful of new features and changes on the iPhone, including a new Liquid Glass slider for the Lock Screen's clock, offline lyrics for Apple Music, and more. In a recent press release, Apple confirmed that iOS 26.2 will be released to all users in December, but it did not provide a specific release date. Keep reading...
Apple Shopping Event 2025

Apple Announces 2025 Black Friday Event, Here's What You Can Get

Thursday November 20, 2025 6:28 am PST by
Apple's annual four-day Black Friday through Cyber Monday shopping event is returning on Friday, November 28 through Monday, December 1 in many countries, including the United States, Canada, Australia, New Zealand, France, Germany, Italy, Spain, the United Kingdom, Belgium, the Netherlands, Sweden, Thailand, and others. During the shopping event, customers can get an Apple gift card with...
iOS 26 on Three iPhones

iOS 27 Will Reportedly Have Two Key Upgrades

Sunday November 23, 2025 8:48 am PST by
iOS 27 will reportedly have two major elements: quality improvements and new AI features. In his Power On newsletter today, Bloomberg's Mark Gurman said that iOS 27 will be similar to Mac OS X Snow Leopard, in the sense that Apple is focused on improving "quality and underlying performance" over adding new features. Gurman said there is one exception to this rule, though, as he expects...
maxresdefault

The MacRumors Show: iPhone 18 Pro Looks Like a Huge Upgrade

Friday November 21, 2025 9:10 am PST by
On this week's episode of The MacRumors Show, we talk through all of the new features and improvements expected to come to next year's iPhone 18 Pro and iPhone 18 Pro Max models. Subscribe to The MacRumors Show YouTube channel for more videos Apple's next-generation iPhones are less than ten months away and we already have a good idea about what to expect based on corroborated leaks, rumors,...
Apple Foldable Thumb

Foldable iPhone to Debut These Two Breakthrough Features

Wednesday November 19, 2025 7:26 am PST by
Apple's first foldable iPhone is expected to launch alongside the iPhone 18 Pro models in fall 2026, and it's shaping up to include two standout features that could set it apart from the competition. The book-style foldable will reportedly feature an industry-first 24-megapixel under-display camera built into the inner display, according to a recent JP Morgan equity research report. That...
General Black Friday Deals 25 Red

Apple Black Friday Deals Available Now on AirPods, iPads, Accessories, and More

Friday November 21, 2025 8:48 am PST by
We're only a few days away from Black Friday, which will take place on Friday, November 28 in 2025. As always, this will be the best time of the year to shop for great deals, including popular Apple products like AirPods, iPad, Apple Watch, and more. In this article, the majority of the discounts will be found on Amazon. Note: MacRumors is an affiliate partner with some of these vendors. When...
ipad black friday 2025

The Best Early Black Friday iPad Deals

Thursday November 20, 2025 10:20 am PST by
Black Friday is just over a week away, and iPad deals have finally started to flood in at retailers like Amazon and Best Buy. Below we're tracking discounts on every current generation iPad, including lowest-ever prices on M3 iPad Air and M5 iPad Pro, plus steep markdowns on iPad and iPad mini. Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a ...
iPhone 17 Pro Cosmic Orange

10 Reasons to Wait for Next Year's iPhone 18 Pro

Wednesday November 19, 2025 4:00 am PST by
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models at the same time, which is why we often get rumored features months ahead of launch. The iPhone 18 series is no different, and we already have a good idea of what to expect for the iPhone 18 Pro and iPhone 18 Pro Max. One thing worth...

Top Rated Comments

iAFC Avatar
36 months ago

The industry is moving from nm to Ångströms. The node after 2 nm will be 18 å for example.
I'll finally find a use for this key on my Finnish keyboard.
Score: 20 Votes (Like | Disagree)
jdb8167 Avatar
36 months ago

What is the actual transistor size? I haven't been following that closely these past few years.
From Wikipedia:

The term "5 nm" has no relation to any actual physical feature (such as gate length, metal pitch or gate pitch) of the transistors being 5 nanometers ('https://en.m.wikipedia.org/wiki/Nanometer') in size. According to the projections contained in the 2021 update of the International Roadmap for Devices and Systems ('https://en.m.wikipedia.org/wiki/International_Roadmap_for_Devices_and_Systems') published by IEEE Standards Association Industry Connection, a "5 nm node is expected to have a contacted gate pitch of 51 nanometers and a tightest metal pitch of 30 nanometers".[3] ('https://en.m.wikipedia.org/wiki/5_nm_process#cite_note-3') However, in real world commercial practice, "5 nm" is used primarily as a marketing term by individual microchip manufacturers to refer to a new, improved generation of silicon semiconductor chips in terms of increased transistor density (i.e. a higher degree of miniaturization), increased speed and reduced power consumption compared to the previous 7 nm process ('https://en.m.wikipedia.org/wiki/7_nm_process').
https://en.m.wikipedia.org/wiki/5_nm_process


The term "3 nanometer" has no relation to any actual physical feature (such as gate length, metal pitch or gate pitch) of the transistors. According to the projections contained in the 2021 update of the International Roadmap for Devices and Systems ('https://en.m.wikipedia.org/wiki/International_Roadmap_for_Devices_and_Systems')published by IEEE Standards Association Industry Connection, a 3 nm node is expected to have a contacted gate pitch of 48 nanometers and a tightest metal pitch of 24 nanometers.[14] ('https://en.m.wikipedia.org/wiki/3_nm_process#cite_note-14')However, in real world commercial practice, "3 nm" is used primarily as a marketing term by individual microchip manufacturers to refer to a new, improved generation of silicon semiconductor chips in terms of increased transistor density (i.e. a higher degree of miniaturization), increased speed and reduced power consumption.[15] ('https://en.m.wikipedia.org/wiki/3_nm_process#cite_note-15')[16] ('https://en.m.wikipedia.org/wiki/3_nm_process#cite_note-16') Moreover, there is no industry-wide agreement among different manufacturers about what numbers would define a 3 nm node. Typically the chip manufacturer refers to its own previous process node (in this case the 5 nm process ('https://en.m.wikipedia.org/wiki/5_nm_process')node) for comparison. For example, TSMC has stated that its 3 nm FinFET chips will reduce power consumption by 25-30% at the same speed, increase speed by 10-15% at the same amount of power and increase transistor density by about 33% compared to its previous 5 nm FinFET chips.[17] ('https://en.m.wikipedia.org/wiki/3_nm_process#cite_note-17')[18] ('https://en.m.wikipedia.org/wiki/3_nm_process#cite_note-18') On the other hand, Samsung has stated that its 3 nm process will reduce power consumption by 45%, improve performance by 23%, and decrease surface area by 16% compared to its previous 5 nm process.
https://en.m.wikipedia.org/wiki/3_nm_process
Score: 16 Votes (Like | Disagree)
Aston441 Avatar
36 months ago
3 nanometer circuits... I still find this amazing. The first processor I ever experimented with was at 3500 nm. Not a typo.
Score: 13 Votes (Like | Disagree)
Aston441 Avatar
36 months ago

From Wikipedia:


https://en.m.wikipedia.org/wiki/5_nm_process
Holy crap! It's marketing BS ?

I thought something was off. Years ago I remember reading that below 5nm might be impossible due to quantum effects / hard physical reality.

Obviously marketing doesn't have those limitations.
Score: 11 Votes (Like | Disagree)
User 6502 Avatar
36 months ago

3 nanometer circuits... I still find this amazing. The first processor I ever experimented with was at 3500 nm. Not a typo.
it doesn’t seem real because it isn’t. The whole nm thing largely lost meaning and it has little to do with the actual transistor size. Sure there has been huge progress and they can squeeze so many more transistors in the same area than they used to, but 3nm is a misleading number. The truth is that we got to the limit of what’s physically possible: silicon atoms have a size and you can’t change that fact no matter how much research you do.
Score: 9 Votes (Like | Disagree)
jdb8167 Avatar
36 months ago

Does anyone else see what’s happening here? Eventually the nm will require floating point numbers, and these devices will be in more everyday devices running chatGPT 10.0 and replace us (although I think 100-200 year timeline on that last part, if not 5000).
The industry is moving from nm to Ångströms. The node after 2 nm will be 18 å for example.
Score: 7 Votes (Like | Disagree)