TSMC to begin 3nm chip production next month

Re:TSMC to begin 3nm chip production next month by klelatti on Thursday August 18, 2022 @11:16AM (#32510855)

The risk that TSMC doesn't deliver on node improvements / deliver the relevant SoCs in the required numbers.

And if you think that risk is small / nil I would point you to Intel's recent track record.

And just to point out that Apple actually does bear the risk you've highlighted as Itanium was a design (which Apple does) not a manufacturing failure.

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Re:TSMC to begin 3nm chip production next month by lotsofpulp on Thursday August 18, 2022 @11:17AM (#32510868)

There is also risk that sufficient consumers do not want to buy Apple’s products at a sufficient price premium to offset the price premium that Apple paid to TSMC.

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Re:TSMC to begin 3nm chip production next month by wmf on Thursday August 18, 2022 @02:59PM (#32513529)

For a specific recent example of this risk we can look at Nvidia who put down huge deposits for N4 wafers and now doesn't have enough customer demand for those chips.

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Re:TSMC to begin 3nm chip production next month by klelatti on Thursday August 18, 2022 @11:18AM (#32510879)

Good point!

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[dead]

Re:TSMC to begin 3nm chip production next month by colinmhayes on Thursday August 18, 2022 @11:33AM (#32511060)

> Oh no, the company that never failed a delivery might fail the delivery! Such a risk

You could say the same thing about Intel until they blew it with 10nm. Who knows what the future holds

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Re:TSMC to begin 3nm chip production next month by klelatti on Thursday August 18, 2022 @11:37AM (#32511113)

Exactly.

Also blaming Intel's process problems on Itanium (discontinued 2011) is - well an interesting perspective!

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