- Current high-end chipsets are manufactured using 3nm technology
- TSMC was to produce chips for Apple using 2nm technology
- But Apple is postponing the order, which will delay the introduction of the new technology
Current high-end chipsets are manufactured using 3nm technologywhen TSMC (Taiwan Semiconductor Manufacturing Company) from Taiwan is in a clear leading position. Deployment was planned for this year 2nm technologywhich TSMC developed primarily for Apple, but according to the latest reports, the transition to 2 nm is possible to be late.
The reason is that Apple will probably delay the transition to TSMC’s 2nm process until 2026. On the contrary Nvidia a Qualcommwho would like to switch to 2nm technology, are considering leaving the manufacturing to Samsung. In this case, the reason is high prices and limited production capacity at TSMC.
Currently, Japan’s Rapidus and South Korea’s Samsung Foundry are also trying to mass produce 2nm chips, however TSMC is in the lead: achieved a claimed 60% yield and plans to start mass production in 2025. Samsung has 2nm test production to start in the first quarter of 2025, Rapidus in Japan is targeting 2027.
Meanwhile, Apple has decided to stick with TSMC and use the N3P process for the A19 processor in the iPhone 17 (2025), raising questions about the speed of adoption of 2nm processes. It is expected that TSMC will increase capacity to 2nm between 2025 and 2026but high costs and limited capacities may open the door to Samsung for chipmakers. He is trying to attract not only big players (NVIDIA, Qualcomm), but also smaller domestic companies, and he hopes that the 2nm process will be the last big opportunity for his collapsing foundry division.
Were you looking forward to 2nm technology?
Source: Trendforce
Source: www.svetandroida.cz
