TSMC’s 3nm & 5nm Processes Expected To Generate Over $31 Billion For The Firm In Just Three Quarters

TSMC's 3nm & 5nm processes are expected to bag in a whopping NT $1 trillion in revenue for the Taiwan giant, exceeding industry expectations.

TSMC's Dominance Is Evident In Modern-Day Markets As The Firm Manages To Grab A Large Share Of Industry Demand for its 3nm and 5nm Process Nodes

Well, there's no denying that TSMC has been leading in the industry in terms of the adoption of its processes and the revenue the Taiwan giant has been gaining in the past few quarters. With the AI hype kicking in and companies such as Apple preparing its next-gen lineup of products, TSMC has seen a massive increase in demand, especially for its 3nm and 5nm processes, which is why we previously reported on how the Taiwan giant is considering a large-scale price increase on 3nm/5nm, to capitalize on the market demand.

Related Story Google’s Tensor G5 Scheduled To Launch Next Year Is Said To Adopt TSMC’s Advanced InFO-POP Packaging, Alongside Its Cutting-Edge 3nm Process

DigiTimes now reports that TSMC is well on its way to generating around NT $1 trillion or $31 billion just from two of its high-end semiconductor nodes, credit to the gigantic demand the firm faces moving into the next quarter.

The above figure is the total revenue gained from just three quarters, with TSMC seeing a parabolic rise in revenue for Q2 2024, achieving NT$336.7 billion, which amounts to around 40% of the total revenue in Q1-Q3. The astonishing figures in Q2 are simply due to how the Taiwan giant managed to capitalize on the AI hype.

Moving into the next quarter, TSMC estimates to generate NT$754 billion or around $23 billion, mainly from its mainstream 3nm and 5nm offerings. This time, major customers are reportedly NVIDIA and Apple, with the latter one getting its production lines ready for the release of the next-gen iPhone 16 series, which is likely employing TSMC's 3nm nodes. For NVIDIA, well, Blackwell production is up and running, and given that Team Green uses TSMC for its main semiconductor needs, the