TSMC CEO: 2nm chips in 2025 will be the industry's most advanced semiconductor technology in terms of energy efficiency & more
TSMC, the world's largest foundry company, achieved performance that exceeded market consensus in the fourth quarter of last year. The effect of Apple's new product launch seems to have had an impact, with 3nm process sales expanding by 15%. He also expressed confidence in the 2nm process. TSMC said that its 2nm process is the most advanced in the industry in terms of integration and energy efficiency, and was confident that it would attract strong interest from customers.
The company said that the 3nm process will be TSMC's main revenue source and emphasized that most smartphone and high-performance computing (HPC) innovators around the world are collaborating with TSMC to use the 3nm process.
At the same time, he emphasized that following N3, the N3E process has also begun mass production. N3E refers to TSMC's second-generation 3nm process. TSMC predicted that 3nm would account for mid-10% of this year's sales. Last year, 3nm process sales accounted for 6% of TSMC's total sales.
He also mentioned the 2nm process, which is targeting mass production next year. TSMC CEO Wayzer said that their "2nm process, which will be launched in 2025, will be the industry's most advanced semiconductor technology in terms of integration and energy efficiency."
Wayzer added that “We have also developed a 2nm process with backside power delivery (BSPDN) technology for HPC customers, and we expect to be able to deliver it to customers in 2026.”
In the case of the Arizona fab in the United States, it is said that it is aiming to mass produce the 4nm process in the first half of 2025, and that work such as infrastructure installation is currently progressing smoothly.
However, in the Q&A segment of yesterday's financial event, TSMC's Chairman Mark Liu stated that their plan for 3nm chips made in Arizona will be delayed until 2027 or 2028. For other TSMC stats and various plant projects, review the full report by The Elec. For other TSMC financial statistics and various plant projects, review the full report by The Elec.
Patently Apple posted the first news on the developmental progress of 2nm chips in a December 2023 report. The Financial Times reported at the time that "TSMC, which dominates the global market in processors, has already shown the process test results for its 'N2' — or 2 nanometer — prototypes to some of its biggest customers, including Apple and Nvidia. More specifically, TSMC, which has said that mass production of N2 chips will begin in 2025, typically launches the mobile version first, with Apple as its lead customer.
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