Supply chain reports suggest Apple will continue to increase its use of TSMC’s 3 nanometer wafers through 2024 with the M3 Ultra said to debut in a Mac Studio around the 2024 WWDC timeframe — but perhaps without a refreshed Mac Pro.
According to Trendforce, based on data from The Elec and a report from ICsmart, TSMC customers that include Apple will increase orders for second generation 3nm process wafers up to 80% utilization by the end of 2024. Apple will introduce new chips using the process later in 2024 like the M3 Ultra and A18 Pro.
This information appears to originate from the supply chain. It matches up with Apple’s release pattern, and previous reports on the matter. The continued use of the 3nm process for the next year or so is probable — but we’re less certain about no Mac Pro update in conjunction with a Mac Studio.
Apple surprised the world by introducing three M-series processors at once, and ahead of expected cadence during its “Scary Fast” event. The M3, M3 Pro, and M3 Max were all revealed in late October 2023.
