According to foreign media reports, TSMC will begin mass production of chips using the N2 [2nm class] process by the end of 2025, and deliver the first batch of chips in early 2026. The first customers will be Apple and Intel.
Among them, Apple could adopt the 2nm process for its iPhone and Mac chips as early as 2025, as Taiwan Semiconductor Manufacturing Co., the company's main chip supplier, has begun planning to produce the process in early 2025.
Currently, all of Apple's latest chips use 5nm technology, including the A15 Bionic in the iPhone13 series and the entire M1 series. According to a new report from DigiTimes today, TSMC will begin mass production of 3nm chips later this year and 2nm in 2025.
A report last year said Apple's next generation iPadPro, expected to be released later this year, will feature a 3nm process. The current iPad Pro is equipped with the M1 chip, and the 2022 version is expected to include Apple's all-new "M2" chip. According to TSMC, the 3nm technology improves performance by up to 15% while reducing battery consumption by at least 25%.
In addition, Intel will venture into N2 production [consumer PC Lunar Lake GPU] by the end of 2024. Although this is just speculation, Intel's previous PPT stated that the following Gpus will be externally manufactured using more advanced technology than the N3.