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Apple’s M1 chip orders account for 25% of TSMC’s 5nm process capacity.

Published :11/23/2020 3:16:03 AM

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Based on the Arm architecture and using TSMC’s 5nm process, Apple’s first self-developed Mac chip, M1, was launched at the conference in the early morning of November 11th. MacBook Air, 13-inch MacBook Pro and Mac equipped with M1 chip were also launched. mini.


In the case of large-scale OEMs for Apple’s iPhone 12 series requiring A14 bionic processors, how much TSMC’s 5nm process capacity will be freed up to OEM M1 chips for Apple has also attracted much attention.

Some research institutions predict that most of the current capacity of TSMC’s 5nm process is used to OEM Apple’s A14 bionic processor and M1 chip orders, which are expected to account for 25% of the 5nm process capacity.

However, some foreign media said in reports that the production capacity of TSMC’s 5nm process is difficult to meet the demand for large-scale foundry of M1 chips in the case of a large number of A14 processors for Apple. Samsung is expected to obtain some foundry of Apple’s M1 chips. Order.

However, some foreign media have mentioned in reports that after being unable to continue to manufacture chips for Huawei, Apple is currently the only customer of TSMC’s 5nm process and is not fully loaded. This year’s capacity utilization rate is expected to be 85% to 90%. The capacity utilization rate is also expected to remain at this level.