TSMC projected to make about US$23 billion from 4 and 5 nanometer processes in 2023
TSMC's sales are estimated to be more or less unchanged compared to 2022 thus far. However, new industry projections put its revenue from chips with the newer 5 to 4nm architectures at nearly 700 billion NTD (~US23 billion) by the end of 2023.
The up-to-date processes are also estimated to still be at least US$5,000 more expensive per wafer compared to those of their older 7nm counterparts. Their orders have reportedly seen a "significant" bump in uptake, possibly thanks to their incorporation into A100 and H100 AI GPUs from NVIDIA, not to mention under-clocked versions for the Chinese market.
Then again, the next-gen N3E (or 3nm) is also now backed to overcome their predecessors as soon as the second half of 2023. Nevertheless, 'legacy' processes, such as 16 to 12nm or 28 to 22nm, are making something of a comeback in terms of both contributions to TSMC's 2023 revenue and production. Their fabrication line capacities are now said to be brought back up to 80% and 100% respectively later this year.
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