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

iOS 18

Apple Expected to Release iOS 18.3 Next Week With These New Features

Thursday January 23, 2025 6:41 am PST by
iOS 18.3 should be released to the public next week, following beta testing since mid-December. While the software update is a relatively minor one, it still includes a handful of new features, changes, and bug fixes for iPhones. Below, we recap everything new in iOS 18.3. Notification Summary Changes Examples of inaccurate Apple Intelligence notification summaries Apple Intelligence...
Apple Pay Walmart Feature

Walmart Stands Firm on Why It Doesn't Accept Apple Pay in the U.S.

Thursday January 23, 2025 7:32 am PST by
Walmart still does not accept Apple Pay or other NFC payments at its more than 4,600 stores across the U.S., and it stood firm on its reasoning for that today. A spokesperson for Walmart today informed MacRumors that its position on contactless payments has not changed since we last reached out about the matter in 2022. The big-box retailer said it remains focused on its own convenient...
iOS 18

Here Are Apple's Full Release Notes for iOS 18.3

Tuesday January 21, 2025 4:31 pm PST by
Apple provided developers and public beta testers with the release candidate version of iOS 18.3 today, and with it comes release notes confirming what's new. While we knew about several of the features that are in the update, there are some lesser known tweaks and bug fixes. The update adds new Visual Intelligence features for iPhone 16 models, it tweaks Notification summaries on all...
truecaller

Truecaller iOS Update Rolls Out Real-Time Caller ID Support

Wednesday January 22, 2025 2:07 am PST by
Popular caller ID app Truecaller is rolling out an update that brings real-time caller ID support to its iOS subscribers. Apple introduced Live Caller ID Lookup in iOS 18, allowing third-party caller ID apps to securely retrieve information about a caller from their servers, hence today's Truecaller update. iPhone users can enable the Live Caller ID Lookup feature by going to Settings ➝ ...
iPhone 17 Air Size Feature

'iPhone 17 Air' With Rear Camera Bar Allegedly Shown in Leaked Photo

Tuesday January 21, 2025 12:46 pm PST by
A leaker known as "Majin Bu" today shared an alleged image of a component for the rumored, ultra-thin "iPhone 17 Air" model. The blurry, pixelated image shows a pair of rear iPhone shells with a pill-shaped, raised camera bar along the top. On the left side of the bar, there is a circular cutout that appears to be for a single rear camera. On the right side of the bar, there appears to be an ...
apple tv 4k new orange

New Apple TV Launching This Year With These New Features

Wednesday January 22, 2025 6:01 pm PST by
A new Apple TV is expected to be released later this year. In this article, we recap rumored features and changes for the device. The next Apple TV will be equipped with Apple's own combined Wi-Fi and Bluetooth chip, according to Bloomberg's Mark Gurman. He said the chip supports Wi-Fi 6E, which would be an upgrade over the current Apple TV's standard Wi-Fi 6 support. Wi-Fi 6E extends the...
iOS 18

5 New Things Your iPhone Can Do in iOS 18.3

Friday January 24, 2025 1:55 am PST by
Apple is set to release iOS 18.3 next week, bringing further refinements to Apple Intelligence features, a couple of neat new capabilities to iPhone 15 Pro and iPhone 16 devices, and bug fixes. While not quite as packed with new features as Apple's preceding iOS 18 point releases, iOS 18.3 still introduces capabilities that aim to make your iPhone smarter and more intuitive. Below, we've...
Generic iOS 19 Feature Mock Light

iOS 19 Leak Reveals All-New Design

Friday January 17, 2025 2:42 pm PST by
iOS 19 is still around six months away from being announced, but a new leak has allegedly revealed a completely redesigned Camera app. Based on footage it obtained, YouTube channel Front Page Tech shared a video showing what the new Camera app will apparently look like, with the key change being translucent menus for camera controls. Overall, the design of these menus looks similar to...
iPhone SE 4 Single Camera Thumb 3

iOS 18.3 Leak Provides Clue About iPhone SE 4, iPad 11, and iPad Air 7 Launch Timing

Wednesday January 22, 2025 9:39 am PST by
New information has surfaced that indicates the rumored iPhone SE 4, iPad 11, and new iPad Air models are nearing launch. A private account on social media platform X today revealed that iOS 18.3 or iPadOS 18.3 will be preinstalled on all of those upcoming devices when they are released. It is still unclear exactly when the devices will launch, but this information suggests that Apple will...

Top Rated Comments

iAFC Avatar
25 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
25 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
25 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
25 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
25 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
25 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)