TSMC starts 2nm task team, planning mass production and first-round release of iPhone 17 A19 in 2025

TSMC recently announced an unprecedented plan to form a dedicated 2nm process task team, aiming to speed up the trial production and mass production of 2nm chips in the north and south. According to sources, the task team will be composed of R&D personnel from the Baoshan factory and the Kaohsiung factory. They will assist the corresponding factory personnel to take over trial production and mass production work. It is expected that by 2024, the Hsinchu Baoshan and Kaohsiung factories will achieve synchronization of trial production in the north and south, and then start the mass production phase in 2025

TSMC’s latest breakthrough is the use of GAA transistors technology, replacing the previous FinFET transistor process. Compared with the previous N3E process, the N2 process can increase the speed by 10%-15% at the same power consumption, or reduce the power consumption by 25%-30% at the same speed. In addition, although the transistor density has only increased by 10-20%, this technological advancement will significantly improve chip performance

According to TSMC Deputy General Manager Zhang Xiaoqiang, they have successfully Achieved a yield rate of more than 50% for 256Mb SRAM chips and set the target at more than 80%. However, this breakthrough in advanced technology has also led to rising foundry costs. According to news, the price of 2nm foundry has reached US$25,000 per piece, which is more expensive than the 3nm process. This means that once launched, TSMC will almost monopolize the production capacity of the 2nm process, and Apple is likely to be the first manufacturer to obtain production capacity. It is expected that among Apple’s future products, the Pro version of the iPhone 17 is expected to be based on The A19 chip with 2nm process, while the standard version may continue to use the A18 chip with 3nm process

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