TSMC records record demand for 2nm process technology from Apple, NVIDIA and AMD
In 2025, TSMC will launch mass production of 2nm process technology, demand for which is already surpassing the popularity of the 3nm node. Apple, NVIDIA and AMD have become key customers for the new generation of chips.
AMP Version
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
- 2025: start serialization and production of up to 50,000 wafers per month.
- 2027: tripling of production volumes due to capacity expansion in Taiwan.
- 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.
Loading comments...