TSMC's Q4 monthly output will be less than 60,000 wafers due to reduced Apple orders

According to previous reports, TSMC’s main customer Apple has booked all the production capacity of TSMC’s 3nm process technology this year. These production capacities will be used to manufacture the A17 Bionic chip used in the iPhone 15 Pro series and the M3 chip used in the new 13-inch MacBook Pro

According to DigiTimes reports, Apple recently cut its commitment to TSMC’s 3nm process technology this year Capacity orders. This will cause TSMC's monthly production in the fourth quarter of this year to drop to 50,000-60,000 wafers, instead of the previously expected 80,000-100,000 wafers

##TSMC currently expects its monthly output of its 3nm process technology to be approximately 65,000 wafers. According to reports, monthly production in the fourth quarter may drop to 50,000-60,000 wafers, which is not an increase but a decrease compared with the current level. Because Apple is the main customer after the mass production of TSMC's advanced process technology, then Coupled with the high foundry price of 3nm process technology, Apple's reduction in orders will have an impact on TSMC's revenue from this process technology. If the monthly output in the fourth quarter is lower than that in the third quarter, it may lead to a quarter-on-quarter decline in quarterly revenue

In addition, according to DigiTimes, because Apple’s orders occupy most of the production capacity of TSMC’s 3nm process production line, TSMC will not be able to do so in the short term. It is also unable to undertake orders from major customers such as Qualcomm and AMD, and it is difficult to offset the impact of Apple's order reduction

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