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Latest InformationOn April 26, it is said that TSMC will start mass production of chips using the N2 (2nm-class) process at the end of 2025, and deliver the first batch of chips in early 2026. The first customers will be Apple and Intel."TSMCs N2 process expansion…
On April 26, it is said that TSMC will start mass production of chips using the N2 (2nm-class) process at the end of 2025, and deliver the first batch of chips in early 2026. The first customers will be Apple and Intel.
"TSMC's N2 process expansion plan at Fab 20 (Hsinchu) will become clearer," Huaxing Securities analysts reportedly wrote in a client note. "According to the company's plan, equipment move-in is expected to begin by the end of 2022. ."
Analysts believe that Intel will have N2 product risk production (consumer PC Lunar Lake GPU) by the end of 2024. Although Lunar Lake will use TSMC's N2 process is only speculated, Intel's previous PPT has made it clear that Lunar Lake's GPU will use more advanced technology than N3 for external manufacturing.
For Apple, it is pointed out that it will become the main customer for TSMC to provide dedicated capacity support. However, it is still unclear which SoCs from Apple will use the N2 process by then, as mass production is still some time away.
According to previous reports, companies such as AMD, Broadcom, Nvidia and MediaTek are also expected to be able to negotiate the allocation of N2 starting next year, regardless of whether these companies will adopt the N2 process later than Apple and Intel.
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Time:2024-11-16
Time:2024-11-16
Time:2024-11-16
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Time:2024-11-16
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