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Supply Chain Channels Confirm Apple to be the First to Use TSMC's 2nm Process Chip

Update time : 2024-02-02 17:48:39

DigiTimes, a media company that specializes in supply chain channels, recently updated its "Tomorrow's Headlines" blog post, stating that Apple will be the first customer to adopt TSMC's 2nm process, based on interviews with a number of industry insiders.
This news isn't too surprising in light of Apple's near-exclusive share of TSMC's 3nm process capacity, but it's just reconfirmed by supply chain sources. For the foreseeable future, TSMC's 2nm chip capacity will be prioritized for supply to Apple. TSMC expects to start producing 2nm chips in the second half of 2025, and the reduction in node size equates to a reduction in transistor size, so more transistors can be accommodated on the processor, leading to increased speed and power efficiency.

Apple adopted 3nm chips for its iPhones and Macs this year. the A17 Pro chip in the iPhone 15 Pro model and the M3 series chips in the Mac are based on the 3nm node, which is an upgraded version of the previous 5nm node. The jump from 5nm to 3nm has resulted in a significant 20% increase in GPU speed, 10% increase in CPU speed, and a 2x increase in neural engine speed in the iPhone, and similar improvements in the Mac.
TSMC is building two new factories to accommodate 2nm chip production and is in the process of approving a third. TSMC typically builds new factories when it needs to increase capacity to handle large chip orders, and TSMC is in the midst of a major expansion for 2nm technology. In the transition to 2nm technology, TSMC will use GAAFETs (full-gate field effect transistors) with nanosheets rather than FinFETs, so the manufacturing process will be more complex. GAAFETs enable faster speeds with smaller transistor sizes and lower operating voltages.

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