Apple's Huge 3nm Chip Orders for iPhone 15 Pro and M3 Macs Helping to Maintain TSMC's Fab Utilization Rates
Apple supplier TSMC is making strides to improve its production capacity for chips based on its cutting-edge 3-nanometer process technology, according to industry sources, which is expected to debut in this year's iPhone 15 Pro and upcoming MacBook models.

DigiTimes reports that TSMC's 5nm fabrication capacity began to loosen in November 2022 as a result of reduced orders from Apple, amongst other partners, with orders for iPhone chips alone having been slashed by 30%. However, the Taiwanese manufacturer has apparently been able to keep its utilization rate at 70% or higher thanks to Apple's thirst for 3nm:
TSMC continues to improve its capacity utilization for 3nm process technology, which is expected to approach 50% at the end of March, the sources said. The foundry will also grow the process output to 50,000-55,000 wafers monthly in March, with Apple being the main customer.
Apple's upcoming iPhone 15 Pro models are expected to feature the A17 Bionic processor, Apple's first iPhone chip based on TSMC's first-generation 3nm process, also known as N3E.
The first-gen 3nm process is said to deliver a 35% power efficiency improvement over TSMC's 5nm-based N4 fabrication process, which was used to make the A16 Bionic chip for the iPhone 14 Pro and Pro Max. The N3 technology will also offer significantly improved performance compared to current chips manufactured on 5nm.
Apple's next-generation 13-inch and 15-inch MacBook Air models are both expected to be equipped with an M3 chip, which is also likely to be manufactured on the 3nm process for further performance and power efficiency improvements. Apple is also reportedly planning to release an updated version of the 13-inch MacBook Pro with an M3 chip. The M2 chip and its higher-end Pro and Max variants are built on TSMC's second-generation 5nm process.
Orders for new AI processors from Nvidia and AMD, as well as Apple's new iPhone chip, are expected to help TSMC avoid further fab utilization declines in the second quarter, DigiTimes' sources said.
Popular Stories
Apple turns 50 this year, and its CEO Tim Cook has promised to celebrate the milestone. The big day falls on April 1, 2026.
"I've been unusually reflective lately about Apple because we have been working on what do we do to mark this moment," Cook told employees today, according to Bloomberg's Mark Gurman. "When you really stop and pause and think about the last 50 years, it makes your heart ...
Apple plans to announce the iPhone 17e on Thursday, February 19, according to Macwelt, the German equivalent of Macworld.
The report, citing industry sources, is available in English on Macworld.
Apple announced the iPhone 16e on Wednesday, February 19 last year, so the iPhone 17e would be unveiled exactly one year later if this rumor is accurate. It is quite uncommon for Apple to unveil...
In the iOS 26.4 update that's coming this spring, Apple will introduce a new version of Siri that's going to overhaul how we interact with the personal assistant and what it's able to do.
The iOS 26.4 version of Siri won't work like ChatGPT or Claude, but it will rely on large language models (LLMs) and has been updated from the ground up.
Upgraded Architecture
The next-generation...
While the iOS 26.3 Release Candidate is now available ahead of a public release, the first iOS 26.4 beta is likely still at least a week away. Following beta testing, iOS 26.4 will likely be released to the general public in March or April.
Below, we have recapped known or rumored iOS 26.3 and iOS 26.4 features so far.
iOS 26.3
iPhone to Android Transfer Tool
iOS 26.3 makes it easier...
The iPhone 18 Pro Max will feature a bigger battery for continued best-in-class battery life, according to a known Weibo leaker.
Citing supply chain information, the Weibo user known as "Digital Chat Station" said that the iPhone 18 Pro Max will have a battery capacity of 5,100 to 5,200 mAh. Combined with the efficiency improvements of the A20 Pro chip, made with TSMC's 2nm process, the...