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Both Qualcomm and Tesla Are Leveraging It: TSMC’s N3 Process Capacity Is Fully Utilized, with Orders Booked Through to 2027!
22 hour ago /
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Author：小编
The demand for artificial intelligence (AI) is swiftly surging, extending from data centers to encompass smartphones and humanoid robots. This expansion provides two fresh catalysts for growth in TSMC’s 3nm process technology. Qualcomm’s Snapdragon 8 Elite Gen 5 chip for Galaxy has been fully integrated into Samsung’s latest generation of foldable smartphones. In parallel, Tesla’s AI5 chip is anticipated to commence mass production in mid-2027, with priority deployment in the Optimus humanoid robot. Driven by these developments, TSMC’s 3nm manufacturing capacity remains fully utilized, with order visibility extending through to 2027.
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