TSMC's three-nanometer chip manufacturing reached 23 percent of quarterly revenue during the third period of 2025, exceeding the five-nanometer technology's previous peak as the fabrication giant's dominant production node. Monthly wafer output climbed from 100,000 units at the close of last year to between 100,000 and 110,000 currently, with projections indicating 160,000 by year-end, according to Commercial Times analysis.
NVIDIA has emerged as the principal growth driver by adding 35,000 wafers monthly, rather than Apple, which previously dominated orders through increased iPhone 17 volumes that generated 24 percent of 2024 revenue. The graphics processor manufacturer's upcoming Vera Rubin and Rubin Ultra chips will employ the N3P architecture variant for high-performance computing applications spanning two years.
Industry observers anticipate that three-nanometer processes could capture 30 percent or greater market share in 2026, though Apple's development of four two-nanometer processors and securing over half of the initial capacity for those advanced chips may preserve its position as TSMC's largest revenue contributor next year.
NVIDIA has emerged as the principal growth driver by adding 35,000 wafers monthly, rather than Apple, which previously dominated orders through increased iPhone 17 volumes that generated 24 percent of 2024 revenue. The graphics processor manufacturer's upcoming Vera Rubin and Rubin Ultra chips will employ the N3P architecture variant for high-performance computing applications spanning two years.
Industry observers anticipate that three-nanometer processes could capture 30 percent or greater market share in 2026, though Apple's development of four two-nanometer processors and securing over half of the initial capacity for those advanced chips may preserve its position as TSMC's largest revenue contributor next year.
