TSMCs 5nm and 3nm processes are one of the "hottest" products of the company in the market. According to reports, the utilization rate of this Taiwanese giant has reached 100%.As we all know, TSMC is one of the most dominant companies in the semiconductor industry so far. The reason is simple because the Intel foundry and and other competitors have been lazy in product supply.This allows this Taiwanese giant to make full use of constant emergence needs.
According to CTEE reports, TSMC is expected to reach 100%of the utilization rate of 5nm production line next year.Rising significantly.This progress fully shows the dominant position of TSMC in the modern market, and does not give competitors for any space.
The 5nm demand of TSMC is mainly driven by the AI GPU. This is why all the production lines of this Taiwanese giant have beenThe reason for reservation.It is reported that Nvidia plans to ship up to 200,000 sets of B200 AI GPUs by the end of this year. Faced with such huge numbers, TSMC did give priority to NVIDIA in this process.Once Arizonas factory is put into operation, TSMC is expected to expand the scale of 5nm production, and it is expected to be at the end of 2024.
In addition to 5nm, TSMC has a lot of demand below 3nm. The main reason is that and MediaTek use it in large numbers.It is said that TSMC had previously assigned its 5nm production line to 3nm supply, which shows that not only 5nm itself, 3nm also played an important role in increasing the income of this Taiwan semiconductor giant.Nvidia (Nvidia) also adopts a three -nanometer process in the high -end Blackwell AI server. It can be seen that once the 3 -nanometer process starts to get a wider range of applications in the market, it will definitely seize the markets limelight.
All signs clearly show that TSMC is moving towards the direction of the monopoly semiconductor market, and competitors such as Samsung are struggling to struggle with the problem of good products.This Taiwanese giant.
