In recent years, the cost of moving products to the next stage of lithography has become increasingly higher, and therefore only large and successful companies can afford to maintain Moore’s Law. Apple is trying to maintain this status and therefore regularly becomes TSMC’s first customer in the development of new technological processes, and 2 nm will be no exception, according to Taiwanese sources.
The publication traditionally refers to them DigiTimes, which reports Apple’s willingness to become the first TSMC client to receive 2nm products from it. Mass release is scheduled for the second half of 2025, which TSMC representatives recently reminded. The company will set up at least two new companies in Taiwan that will specialize in producing such products. As part of the 2nm process, TSMC intends to use GAAFET + nanosheet transistors, which have higher switching speeds and lower operating voltages than their predecessors.
It is widely accepted that Apple mastered the 3nm technology process among TSMC’s first customers and even purchased the entire quota for the production of specialized products by the end of 2023. Recall that TSMC generated 6% of its total revenue from sales of 3nm products last year, but did not mention revenue from 3nm chip shipments in its reports until the third quarter, and this in to a certain extent confirms the close relationship with Apple, whose new products based on 3 nm processors only came onto the market in significant quantities in the second half of the year.
According to rumors, TSMC will start producing chips in 1.4nm technology by 2027, and in this case Apple will likely be among the first customers of the Taiwanese contractor. Even in their current form, Apple processors help the company avoid third-party solutions in this area not only in the mobile, but also in the desktop segment, and further cooperation with TSMC should only consolidate this advantage.