TSMC CEO Wei Zhejia: The 3nm process is advancing as planned In the first quarter of next year, we will see revenue

According to foreign media reports, in the fourth quarter of the earnings analyst conference call, TSMC CEO Wei Zhejia revealed that their 3nm process process is advancing as planned and will be mass-produced in the second half of this year.

According to the plan he previously revealed in the earnings analyst conference call, the 3nm process will be risky trial production last year, but in the fourth quarter of the earnings analyst conference call, Wei Zhejia did not disclose whether it has been in the second half of last year as scheduled risk trial production.

On the same day's earnings analyst conference call, some analysts also asked about the capacity increase and cost of the 3nm process next year.

In response to the analysts' questions, TSMC CEO Wei Zhejia said that the cost of the 3nm process is indeed higher than that of 5nm, because the technology is more complex, and they also need to use more new equipment.

For the capacity increase of the 3nm process, Wei Zhejia said that there is a high degree of similarity with the previous process capacity increase, and the 3nm process will be mass-produced in the second half of this year, and the revenue of the 3nm process will be seen in the first quarter of next year.

Wei Zhejia also revealed that there are many customers who are interested in their 3nm process, and in terms of their observations, it is more than the previous process.

In terms of the production capacity of TSMC's 3nm process, sources in the industrial chain revealed at the end of last year that the monthly production capacity of the first phase is expected to be limited to 40,000 wafers. It has also been reported that TSMC will prepare 4 waves of production capacity for the 3nm process, and 40,000 pieces is expected to be the first wave of monthly production capacity.