TSMC’s 3nm will reach full capacity this year, contributing 6% of its annual revenue (photo by reporter Hong Youfang)

[Reporter Hong Youfang/Hsinchu Report] TSMC (2330), a leading wafer foundry, held an online seminar today. President Wei Zhejia pointed out that 3nm has started mass production and has a good yield rate. In 2023 Mass production will be stable, and production capacity is estimated to be fully loaded. In the third quarter, it will start to contribute a large amount of revenue. 3nm will account for a mid-to-high single-digit percentage of annual revenue (4%-6%). He emphasized that 3nm volume Although production increases this year's depreciation expense by 30%, TSMC's long-term gross profit margin target of 53% is still achievable.

Wei Zhejia said that the company's 3nm process has been mass-produced, and the yield rate is good. It can start to increase the volume this year. It is mainly used in high-performance computing (HPC) and smart phones. It is expected to reach full capacity this year, and the third quarter will start Contributing a large amount of revenue, 3 nanometers accounted for about a mid-to-high single-digit percentage of annual revenue.

The upgraded N3E will also be used in fields such as HPC and smartphones, and mass production is expected to begin in the second half of this year.

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TSMC’s depreciation and amortization expenses last year reached 437.2 billion yuan, an annual increase of nearly 15%; Wei Zhejia said that compared with the revenue contribution of 5 nanometers in the first year of mass production in 2020, the revenue contribution of 3 nanometers is expected in 2023 Higher, 3-nanometer mass production will increase depreciation expenses by 30% this year, but TSMC's long-term gross profit margin target of 53% can still be achieved.

He said that although supply chain inventory adjustments are still ongoing, TSMC has observed that many customers are involved in both 3nm and N3E, and the number of finalized product designs in the first and second years of mass production will be more than twice that of 5nm.

TSMC's 3nm process technology is the industry leader in terms of PPA (performance, power consumption and area) and transistor technology.

It is expected that customers will have strong demand for TSMC's 3nm process technology in 2023, 2024, 2025 and beyond. The company is confident that the 3nm family will become another large-scale and long-term development of TSMC. required process technology.

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