Bitmain may continue to maintain the strength at TSMC 3nm with 60~90k wafer demand in Y2024.

August 11, 2023

Key Takeaways:

  • Bitmain's ongoing migration of its new crypto mining ASIC from 4/5nm to 3nm suggests continued robust investment in Y2024.
  • Anticipating substantial demand, Bitmain is expected to allocate significant wafer inputs to TSMC 3nm in Y2024, potentially leading to monthly demand of 6~8k/m.
  • In Y2024, Bitmain is projected to become the third largest TSMC 3nm customer, trailing only Apple and Qualcomm in wafer demand.

 

Full insights are delivered in Aug 4th weekly report.

The information we shared is only a short excerpt of our monthly report. If you have further interest in our research and findings, we would be happy to provide you with a more detailed and comprehensive report that includes additional insights and data points. Please contact us to access our full insights.

Authors

Lucy Chen

Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.

You may also be interested in

  • TSMC
  • Bitmain
  • TSMC 3nm
  • ASIC