TSMC has reached a significant milestone in its 2nm process development. Trial production yields have surpassed 60%, exceeding expectations and putting TSMC ahead of competitors like Samsung in the race to advanced node technology.
While mass production is still some time away, this achievement is a positive indicator for TSMC, who is currently preparing its 3nm 'N3P' technology for clients. The company may aim to further improve yields to around 70% before major customers like Apple, Qualcomm, and MediaTek begin placing orders.
Mass production of the 2nm process is scheduled for 2025. Interestingly, demand for 2nm wafers is reportedly higher than that for TSMC's current 3nm offerings, suggesting strong future growth for the company. TSMC is constructing two 2nm fabrication plants, potentially reaching a monthly output of 40,000 wafers once both are operational.
While Apple COO Jeff Williams reportedly visited TSMC earlier this year to secure an early supply of 2nm chips, analyst Ming-Chi Kuo predicts that Apple's first 2nm A-series processor won't appear in iPhones until 2026, with the iPhone 18 lineup.
Source: Liberty Times
