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Apple's A18 orders drive TSMC's 3nm process revenue to increase by 34% year-on-year this year. It is reported that Apple will use A18 and A18 Pro chips in the iPhone 16 series, and the increase in orders for these chips will drive TSMC's 3nm process revenue to grow significantly. The previously released forecast showed that TSMC's revenue from 3nm processes will increase by 26-29% in 2024. With major customers such as Apple increasing orders, this forecast has been raised, and now this number has risen to 31-34%.
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