Yes. So either way, Kuo cannot deduce that M2 Pro wont be on N3. If the revenue is realized later or if the numbers are too low to justify calling it a substantial contrubution to TSMC revenue... same result. Kuo's argument does not seem to hold water. Now, that does not mean the inverse is true and M2 Pro is guaranteed to be on N3. I can only come up with the VR chip as alternative and so far I think nobody else came up with a suggestion.
The current assumption and his prediction, along with alignment on other data inside Supply Chains suggest new MacBook Pro, assuming it uses M2 Pro, would come out in Oct / Nov.
And if New MacBook Pro indeed uses M2 Pro, and M2 Pro uses N3, it would be classified as substantial revenue. Hence his word on M2 Pro wont be on N3.
TSMC isn't normally the one to spin words on substantial contribution to revenue. At least until now it means actual product shipment. As they do get N3 product revenue in terms of pilot project and and part of product R&D.
Edit: There were rumours of Intel being the first customer for N3 with their GPU. Using it as Tiles on their next gen Meteor Lake SoC. Personally I think that is likely the case.
