All of TSMC’s (TSM) first-generation 3-nanometer process chips for 2023 will go to Apple (AAPL) for its “upcoming iPhones, Macs, and iPads,” reports MacRumors, according to industry sources cited by DigiTimes. According to MacRumors, Apple is taking 100% of TSMC capacity this year “due to delays in Intel’s (INTC) wafer needs.” Intel’s order slowdown “means TSMC’s sales of 3nm chips will be significantly lower this year. TSMC is still expected to grow in Q4 “as it starts mass producing 3nm chips for Apple’s needs,” added the story.
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