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Apple Supplier TSMC in Race with Intel to bring 2nm Processors to Market


A new supply chain report this morning states that chip giants TSMC and Intel are expected to complete their 2-nanometer  fabs within the year.

industry association SEMI noted that the Taiwanese chip giant is expected to secure a capacity of 67,500 8-inch wafers per month, while its US counterpart is expected to secure 202,500.

Intel is expected to be the fastest among chip foundries to commercially offer a 2nm chip. Its PC CPU Arrow Lake is the first to be made with a 2nm node.

While the Taiwanese chip giant TSMC’s capacity is only a third of Intel's for this year, once its main customer Apple applies 2nm to their application processors for iPhones, its capacity is expected to take a major leap.

Lastly, The Elec reports that SEMI’s projection this year for 2nm didn’t include Samsung. However, the South Korean tech giant said previously that it expected to start 2nm production in 2025.

Last week the White House announced that the Commerce Department plans to provide up to $8.5 billion to Intel to support the company’s planned projects to expand domestic semiconductor manufacturing.

The funds will be split among factory construction and modernization projects in Chandler, Arizona; Rio Rancho, New Mexico; New Albany, Ohio; and Hillsboro, Oregon.

At the end of the day, Intel's plan to be at par with TSMC for 2nm is quite a lofty goal. Intel missing deadlines for new chips is legendary. With Pat Gelsinger as Intel's CEO, it might just happen. Though only time will tell. 

10.0F0  Supply Chain News & Rumors


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