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TSMC's quarterly sales hit a record $30 billion — contract chipmaker plans over 15 new fabs to meet still-growing AI demand
Hundreds of billions of dollars to be spent.
(Image credit: TSMC)Advanced process technologies (7nm-class and thinner) continued to dominate wafer revenue, with 3nm-class production node contributing 24%, 5nm-class accounting for 36%, and 7nm-class standing at 14%. This time around TSMC specifically noted that high demand from AI and HPC clients remained a key factor in the quarter's performance. This mirrors the advance of N3, which began volume production in late 2022, but TSMC only recognized the first N3 revenue in Q3 2023 despite the fact that Apple got its first N3B silicon in April (as N3 cycle time is around four months).
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