TSMC records record demand for 2nm process technology from Apple, NVIDIA and AMD

Why 2nm is better than 3nm

• GAAFET nanosheet transistors deliver 10-15% performance gains and up to 20% lower power consumption.
• Improved cell density enables more complex architectures in the same crystal size.
• Improved power efficiency is critical for mobile devices and data centers.

Largest Customers

• Apple: likely application in iPhone 18 series and future Mac chips.
• NVIDIA: Vera Rubin architecture for artificial intelligence gas pedals.
• AMD: announced use in Zen 6 "Venice" family of processors.

Other interested parties include Qualcomm, MediaTek and major cloud providers.

TSMC capacity expansion plans

1. 2025: start serialization and production of up to 50,000 wafers per month.
2. 2027: tripling of production volumes due to capacity expansion in Taiwan.
3. 2028: Launch of a new plant in Arizona (USA) to diversify supply chains.

However, supply shortages are expected at start-up, which may limit supply volumes to major customers.

Market and price impact

• Chip cost: high demand and capacity constraints may increase the cost of processors.
• Device price increases: smartphone, laptop and server manufacturers may adjust retail prices.
• Accelerated innovation: Competition for powerful and energy-efficient solutions is driving new architectures and optimizations.

• Chip cost: high demand and capacity constraints may increase the cost of processors.
• Device price increases: smartphone, laptop and server manufacturers may adjust retail prices.
• Accelerated innovation: Competition for powerful and energy-efficient solutions is driving new architectures and optimizations.