Rumor

Taimac Technology’s AI Material Roadmap, Apple’s N3P Input to TSMC, and Kinik’s Foundry Market Share Expansion Detailed in Brokerage Report

Friday, December 12, 2025 at 07:00 AM

A brokerage report provides a detailed supply chain roadmap, claiming Taimac Technology's material grades (M9, M8+, HVLP) will be used in specific future platforms like Nvidia's VR200, AWS's Trainium 3 (with mass production starting 2Q26), and new AI platforms from Google and Meta. The report also notes Apple recently added N3P wafer input at TSMC, Kinik Company passed 18A node certification at a US IDM customer targeting 30% market share, and Kinik's market share is expected to rise significantly at major foundries for N3/N2/A16 nodes.

Context

TSMC is spearheading the semiconductor and AI supply chain, with N3P in volume production and N3X sampling by Q3-Q4 2025. Apple is a key client, using N3P for M5 chips and set to adopt TSMC's 2nm chips for the iPhone 18 Pro in 2026. Nvidia is also a major driver, utilizing N3P for its next-gen Vera Rubin and Rubin Ultra GPUs, highlighting TSMC's critical role in high-performance computing. This advanced node development is fueling growth across the ecosystem. Material suppliers are experiencing strong demand. Elite Material Co. (2383) secured Nvidia certification for its M9-grade solution, with mass production by Q2 2026, and M8+ adopted by Google and Meta by 1H26. KINIK (1560) is expanding its foundry market share in advanced nodes, projected to reach 70% for N3 and over 80% for A16. Accton's (2345) EPS is revised upwards for 2025-2026, while RF semiconductor firms like Win Semiconductors (3105) and Novatek (2303) are benefiting from Apple's increased N3P wafer input, reflecting the AI boom's broad impact across the supply chain through 2026 and beyond.

Sources (17)

Apple's iPhone 17 and A19 chip: TSMC's 3 nm N3P ...Nvidia and Apple compete for TSMC capacity, targeting A16 and ...Taiwan's copper clad laminate makers track growing AI ...TSMC: The Indispensable Architect of the AI Revolution Apple secures over half of TSMC's 2nm chip capacity Prediction: This Glorious Growth Stock Will Skyrocket on Oct. 16 Ignoring AI bubble fears, investors bet Nvidia and Google will fuel ...TSMC: The Foundry Behind Nvidia, AMD and Apple Is Setting AI On ...

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