On the side of the subcontractors, TSMC is reportedly considering reducing its production of 3nm etched chips planned for next year. Indeed, according to TrendForce, Intel reportedly postponed a large order.
As a reminder, Intel had planned to outsource the production of its Meteor Lake from TSMC, for the second half of 2022, before postponing it to the first half of 2023 due to design issues. From now on, the firm would have delayed it again until the end of 2023, canceling virtually all of the 3nm etch lines it had reserved with TSMC for most of next year.
Consequently, TSMC’s organization is completely turned upside down between the relocation of sites, the new tensions to be restarted and yet another management of cost amortization.
In this situation, Apple would be the only major company among the first wave of customers for 3nm chips with orders expected between the second half of 2022 and early 2023. These would mainly include the new M-series chips (the M2s for the upcoming 14- and 16-inch MacBook Pro as well as the Mac mini) and the A17 Bionic . On the other hand, it is not known if this disruption caused by Intel will have any impact on the volume or the calendar of Cupertino.