September 14th news, recently, according to Nikkei News, citing people familiar with the matter, Apple plans to become the first company to use TSMC's advanced N3E process next year. This means that the first product that uses the 3nm process is likely to be the iPhone 15 series

2025/09/1723:24:36 hotcomm 1235

html, September 14th news, recently, according to Nikkei News quoted people familiar with the matter, Apple plans to become the first company to use TSMC's advanced N3E process next year. This means that the first product that uses the 3nm process is likely to be the A17 chip of the iPhone 15 series, and it is expected to have a significant improvement in performance.

(Picture source: Apple official website)

According to Xiao Lei, N3E is TSMC's current latest 3nm process, equivalent to the "upgraded version" of N3. Compared with N3, , N3E not only has stronger performance and lower power consumption, but also has a wider range of applications. Therefore, TSMC's "upgraded version" of 3nm process N3E is more popular among customers, while the basic version of N3 customers are relatively few.

(Picture source: Xinbang + WeChat official account)

It is worth mentioning that the yield rate of N3E is not low. According to the internal PPT of TSMC shared by "Science List +", TSMC's N3E process has made outstanding progress, such as 256Mb SRAM, mobile devices and HPC chip yields can reach 80%. It can be seen that TSMC may become the first batch of wafer foundry to mass-produce 3nm.

However, before that, , Samsung had "taken the lead" of TSMC's mass production of 3nm chips, which attracted many people's attention. Some people even believe that Samsung has fully led TSMC in 3nm technology, but in fact, this is not the case. Although Samsung can first mass-produce the more advanced semiconductor process technology , the yield rate is extremely low. For example, Samsung's 3nmGAA process yield rate is around 10% to 20%. Even if Samsung can now be mass-produced first, the yield rate needs to be improved.

(Picture source: pixabay)

Of course, for Samsung, is currently only expected to obtain orders from leading customers such as Apple and Qualified , thereby surpassing TSMC to gain a higher market share of in the wafer foundry market. However, at this stage, TSMC's chip yield and stability are better. Most customers will choose TSMC to manufacture their own chips, and basically rarely choose Samsung. Therefore, Samsung still has a long way to go to surpass TSMC in the wafer foundry market.

(Cover image source: pixabay)

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