➀ According to Liberty Times, citing Financial Times, major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ However, global investment in data centers has recently slowed, raising concerns about whether the AI boom might be losing steam. ➃ Qualcomm's Snapdragon 8 Elite 2 is set to use TSMC's N3P process, while Samsung reportedly lost orders.

➀ Apple's next-gen M5 series processors are in the prototype phase using TSMC's N3P node; ➁ Mass production expected in 2025 and 2026 for M5, M5 Pro, M5 Max, and M5 Ultra; ➂ Server-grade SoIC packaging and separate CPU and GPU designs for improved yields and thermal performance.

1、TSMC将在2024年下半年开始大量生产N3P工艺，提高性能效率和transistor密度。2、N3E工艺已经实现大量生产，yield性能优良。3、N3P工艺是N3E的光学缩小版，具有更高的性能效率和transistor密度。