As far as TSMC is concerned, it needs to constantly add more advanced technologies, so as to get rid of Samsung and other competitors. According to the latest news from the supply chain, TSMC will spend more than 230billion yuan to expand the layout of 2nm production capacity, and is putting forward the demand for plant land According to TSMC's plan, the 3nm process will be put into trial production in the second half of this year and mass production next year, while the 2nm process will be put into trial production in 2024 and mass production will begin in 2025, possibly in the second half of this year or at the end of the year
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According to TSMC's statement, 2nm process will not really enter the production stage until at least the second half of 2025, Apple It will definitely not catch up in 2025. It will be possible to see Apple phones or computers with 2nm chips in 2026.
At that time, there was no accident iphone 18 series, which means that apple can only use the 4nm to 3nm process for 4 years from iPhone 14 to iPhone 17.
Unlike Samsung's aggressive use of GAA transistors at 3nm nodes, TSMC will only use GAA transistors at 2nm nodes. The new technology still brings a lot of challenges, resulting in several years of waiting for the mass production of 2nm process
In addition, Intel's 20a and 18a processes will also use GAA transistor technology, and the benchmark is TSMC Samsung's GAA process.