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TSMC 2nm process, Apple is expected to be the first to adopt

Update time : 2024-02-03 12:00:57

According to the latest industry chain news, Apple is expected to take the lead in adopting TSMC's 2nm GAA process to manufacture chips, and at the same time TSMC is planning for 2nm production capacity after receiving the demand. According to the past law, TSMC's most advanced chip process is often first adopted by Apple, after which the capacity will be allocated to other manufacturers. In addition, TSMC will only increase production capacity when it receives orders from important customers.

Sources said Apple also wants to prioritize access to TSMC's more advanced 1.4nm (A14), 1nm (A10) process initial production capacity. TSMC's R&D of 2nm technology is progressing well, and it is expected that TSMC will adopt GAA (full gate surround) technology for the production of 2nm process nodes as scheduled. The Baoshan P1 fab, located in the Hsinchu Science Park, will start installing equipment in April 2024 at the earliest; the P2 fab and Kaohsiung fab will start producing 2nm process chips with GAA technology in 2025.
After maintaining 13 consecutive years of growth, TSMC weathered the industry's cyclical downturn with a modest 4.5% revenue decline in 2023. In addition to the surge in NVIDIA GPU orders, continued orders from Apple have played a major role in helping TSMC's performance.
Apple is TSMC's largest customer for the 3nm process in 2023, with a single wafer priced at nearly $20,000. In 2023, the 3nm process accounted for 6% of TSMC's total foundry revenue, or about NT$130 billion.
TSMC said at a recent investor conference that it expects revenue from 3nm technology to more than triple by 2024, accounting for up to 15%.

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