High NA maturity quite ahead of Low NA.
Q3 2025 financial results
PS
Based on history?
Nothing less expected.
PSS
My $109 Samsung A25 TracFone is 5nm!
Copilot:
Yes—5nm has become a widely adopted node for leading-edge chips, especially in mobile, AI, and consumer electronics. TSMC, Samsung, and SMIC all produce 5nm-class chips, though adoption varies by region and application.
Global Adoption of 5nm Node
Mainstream in Mobile and AI
- Apple: A-series chips (A14, A15, M1, M2) use TSMC’s 5nm process.
- Qualcomm, MediaTek, Huawei: Flagship SoCs built on 5nm nodes.
- Samsung: Mass production of 5nm chips began in 2020; used in Exynos and SSD controllers like PM9E1.
AI Accelerators and HPC
- NVIDIA: Some Hopper and Blackwell GPUs use TSMC’s 5nm-class nodes.
- AMD: EPYC and Ryzen chips leverage 5nm for power and density gains.
- Huawei Ascend 920: Built on SMIC’s 6nm (N+3) node, approaching 5nm-class performance.
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