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It is claimed that TSMC's 2nm process could very well spark the company's next "gold rush," as the process is expected to deliver significant generational performance gains.
TSMC 2nm Node Is Expected To Outpace All Other Generations in Terms of Demand; Production To Move Strongly By End-2025
The Taiwan chip giant has seen demand for its cutting-edge node with almost every generation, and it seems like there is a trend where "demand records" are being broken with each process iteration. TSMC's 3nm process is regarded as one of the company's most successful in terms of clientele adoption, but it seems like a contender is emerging. According to Ctee, it is reported that TSMC's N2 node has seen demand much stronger than previous processes, and this comes before mass production, which indicates that TSMC will have the crown of the industry this time as well.
TSMC's 2nm process is said to have achieved defect density rates comparable to both 3nm and 5nm, which means that the process has achieved maturity quickly. The main reasons why TSMC's N2 node is standing out in the market right now are that the firm has now switched towards GAAFETs in the form of nanosheet transistors, which allow the node to be optimized for either higher performance or lower power consumption, giving integrators a significant advantage. Apart from this, we are looking at a 10–15% increase in speed compared to the N3E node as well, which is a decent amount to offer.
In terms of market demand, Apple is said to be the largest customer of the node, likely utilizing it for the iPhone 18 lineup, and the Cupertino giant will be followed by the likes of NVIDIA, which will integrate 2nm with Vera Rubin. Interestingly, AMD is the first firm to announce the utilization of TSMC N2 with their Zen 6 Venice CPUs, so Team Red is also in the lead in becoming a primary customer. With all tech giants lined up, TSMC won't have trouble with adoption at all; in fact, the demand is expected to exceed supply during the initial phase.
TSMC is said to have achieved a 2nm output of around 50,000 wafers by the end of this year, and this figure could triple by 2027 since the firm is expanding its capacities in Taiwan facilities. TSMC also plans to produce N2 nodes at the Arizona facility by 2028, so it is likely that production numbers would sustain the demand over time.
TSMC's 2nm Process Said to Witness 'Unprecedented' Demand, Exceeding 3nm Due to Interest from Apple, NVIDIA, AMD, & Many Others
TSMC's 2nm process could spark the company's next "gold rush," as the process is expected to deliver significant generational gains.
wccftech.com
