Apple supplier TSMC’s next big shift to 1.4nm is due in 2028-29 at a price that is at 50% higher than their 2nm chip for 2026 iPhones
According to Fast Technology, TSMC's research and development in the field of advanced processes continues to advance along with a steep price increase to match.
It is reported that TSMC's A14's 1.4nm process wafer cost may be as high as US$45,000 per wafer, a 50% increase from US$30,000 per wafer for the 2nm process. This high cost may make even the most profitable customers think twice.
At present, TSMC's 2nm process has been favored by many technology giants, including Apple, MediaTek, Qualcomm and other companies are actively striving for production capacity.
TSMC began accepting 2nm orders on April 1, and despite the cost of each wafer being as high as $30,000, these companies are still willing to invest billions of dollars to maintain their competitive advantage.
MediaTek plans to start finalizing the design of 2nm chips in the fourth quarter of 2025, while TSMC's 2nm process yield has exceeded 90%.
At this stage, no customer has shown interest in this next-gen 1.4nm process that TSMC's has scheduled for mass production in 2028. Interest should rise as TSMC gets closer to production.
As an early adopter of TSMC's advanced process, Apple is considered the company most likely to be the first to try the A14 process.