"TSMC Will Ramp Up N3E Process Capacity For Its First Product, Apple's iPad Pro, While Also Fulfilling Orders For The iPhone And Mac Series With N3B Process Capacity, Which May Cause Its Overall 3nm Chip Output To Fall Short Of Demand, According To Industry Sources" - DigiTimes Alert
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TSMC is increasing its N3E process capacity for Apple's iPad Pro and will also support the iPhone and Mac series with N3B process capacity. This expansion may lead to TSMC's overall 3nm chip output not meeting demand, as reported by industry sources.
May 08, 2024 | 1:14 pm
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TSMC's expansion in N3E and N3B process capacities for Apple products may strain its overall 3nm chip output, potentially affecting supply.
TSMC's focus on fulfilling Apple's orders for its high-end products with advanced N3E and N3B processes could strain its manufacturing capabilities, leading to a potential shortfall in its overall 3nm chip output. This situation may negatively impact TSMC's ability to meet demand from other clients, potentially affecting its stock price due to concerns over supply constraints and customer satisfaction.
CONFIDENCE 80
IMPORTANCE 85
RELEVANCE 90
NEUTRAL IMPACT
Apple's iPad Pro, iPhone, and Mac series are to be supported by TSMC's expanded N3E and N3B process capacities, potentially facing supply constraints.
Apple, relying on TSMC for the advanced N3E and N3B process chips for its high-end products, may face supply constraints if TSMC's output falls short of demand. However, the direct impact on Apple's stock might be neutral in the short term, as the market may have already anticipated potential supply chain issues, and Apple's diversified product line and strong market position could mitigate immediate negative effects.
CONFIDENCE 75
IMPORTANCE 75
RELEVANCE 80