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TSMC changed its 28nm Kaohsiung plan to mass-produce a 2nm process in the second half of 2025

Update time : 2023-07-19 18:04:54

On July 17, Taiwan's "United Daily News" quoted sources as saying that due to the need to deal with the AI wave, TSMC will change its plan to build a factory in Kaohsiung, from the original "mature process" to a more advanced 2nm process. Mass production is expected in the second half of 2025, and related plant construction plans will also be announced in the near future.
However, it should be noted that TSMC will hold a legal meeting on July 20 (Note: Performance briefing for corporate investment institutions). At this time, the company is in a "pre-meeting silence period" and will not comment on the matter for the time being.

Sources pointed out that TSMC's 2nm requires more investment than the originally planned 28nm, and the company has reported to the local area that it hopes to obtain assistance in water supply and power supply. Because the 2nm process requires equipment that consumes more power, there is a good chance that the environmental impact difference analysis will need to be completed again.
It is reported that TSMC's 2nm process will be 10-15% faster than the 3nm process under the same power consumption, and power consumption can also be reduced by 20-30%. At present, the main production base of the 2nm process is located in Baoshan, Hsinchu, and 4 plants are planned to be built. It is expected that the risky pilot run will be in 2024 and mass production will be in the second half of 2025.
According to previous reports, Apple has ordered 90%25 of TSMC's 3 nm process wafers for the production of A17 Bionic and M3 chips. However, the current yield of this advanced process is only 55%25. TSMC expects to be able to produce 100,000 3nm wafers per month by the end of 2023 to meet Apple's needs.
However, with a yield of only 55%25, only 55,000 wafers are available. Only when the yield reaches 70%25 will Apple pay the standard wafer price, but this is unlikely to happen until the first half of 2024.

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