According to DigiTimes, Apple will be the first company to use chips manufactured by TSMC using the 2nm process, which is expected to take place from the end of 2025. The production process of the new chip, with Gate-All-Around/GAA transistor technology, will be officially deployed at TSMC's new 2nm standard production facilities.
Samsung Foundry has previously used GAA technology on its 3nm chips, but TSMC will only use it on its 2nm chip manufacturing process. To support the transition to the 2nm chip standard, TSMC is building two new chip factories and is seeking permission to build a third.
Before moving to the 2nm chip manufacturing process, TSMC will continue to improve and launch advanced versions of the 3nm chip. The previous N3B manufacturing process will be upgraded to the advanced N3E process in 2024 and the advanced N3P process in 2025. Thus, it will not be until the second half of 2025 that TSMC will switch to the 2nm process to produce the 2nm chip prototype introduced to Apple in December 2023.
Following the 2nm chip manufacturing process, TSMC is expected to develop and launch 1.4nm and above chip manufacturing technology from 2027. Apple is planning to start accumulating spare production capacity in the first year when 1.4nm and 1nm chip technologies are launched.
Apple will remain TSMC’s largest customer and is expected to benefit from lower purchasing prices, with each 12-inch silicon wafer used to produce 2nm chips expected to cost as much as $25,000 by 2025.
(according to Digitimes)
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