On November 20th, according to a report by Taiwan's Electronic Times, TSMC's OEM quotation of over $10000 for processes below 7 nanometers continued to increase as a proportion of overall revenue. In addition, equipment manufacturers have stated that TSMC's performance has rebounded, and the most important thing is that it has entered the peak of purchasing new Apple iPhones since July, driven by the release of the 3 nanometer OEM quotation of $20000. It is estimated that TSMC will maintain a production capacity utilization rate of 70% at 7/6 nanometers by the end of the year, while nearly 80% at 5/4 nanometers, and a monthly production capacity of approximately 60000 to 70000 pieces at 3 nanometers by the end of the year. As Apple expands its lineup of new products and multiple companies such as NVIDIA, Qualcomm, and MediaTek enter the 3-nanometer era in the second half of 2024, the monthly production capacity will reach 100000 pieces by the end of 2024.