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TSMC Posts Q4'23 Earnings: 3nm Revenue Share Jumps to 15%, 5nm Overtakes 7nm For 2023
by Anton Shilov on January 19, 2024 9:00 AM EST - Posted in - Semiconductors - Apple - Financial Results - TSMC - 3nm - N3 - N3E Taiwan Semiconductor Manufacturing Co. released its Q4'2023 and full year 2023 financial results this week.
It is noteworthy that revenue share contributions made by system-on-chips (SoCs) for smartphones and high-performance computing (a vague term that TSMC uses to describe everything from game consoles to notebooks and from workstations to datacenter-grade processors) were equal in Q4 2023: 43% each. "Our fourth quarter business was supported by the continued strong ramp of our industry-leading 3-nanometer technology," said Wendell Huang, VP and Chief Financial Officer of TSMC. The world's largest contract maker of chips sold boatload of N5-based system-on-chips to Huawei at the time (shipping them physically before the U.S. sanctions against the company became effective in September, 2020) as well as Apple.
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