Tag: 2nm chips

  • TSMC 2nm Trial Run Exceeds Expectations with 60% Yield

    TSMC 2nm Trial Run Exceeds Expectations with 60% Yield

    Chips designed with the advanced 2 nanometer (2nm) technology are expected to deliver better performance and/or energy efficiency than their 3nm versions, which are already used in devices like the latest iPhone 16 Pro series, the newest MacBook Pros, and flagship Android devices, such as the OnePlus 13.

    Challenges in Production

    Nonetheless, the next-generation silicon’s potential benefits indicate that it is becoming increasingly challenging to manufacture, a reality Intel is currently experiencing with negative consequences. On a positive note, TSMC’s ongoing 2nm pilot project seems to be moving ahead of schedule, with production yields reported to be at or above 60%.

    Location of Production Trials

    The trial run is taking place at TSMC’s Zhuke Baoshan facility, located in Hsinchu County, Taiwan. The first 2nm production process is expected to transition to the Kaohsiung factory afterward.

    This facility is set to become the very first site for mass production of TSMC’s 2nm chips. The silicon is anticipated to hit the market by late 2025, likely emerging in products like the next-generation iPad Pro.

    Future Product Expectations

    Moreover, TSMC’s upcoming offerings are projected to include the A20 Pro for the next iPhones, MediaTek’s future flagship Dimensity 9600 SoC, NVIDIA’s Rubin series, and AMD’s Zen 6 platform.

    This might explain why Wei Zhejia, TSMC’s chairman and president, has described the demand as being "beyond imagining." The 2nm chips produced by TSMC are also expected to significantly contribute to the rollout of next-gen AI technologies.

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  • Can Samsung’s 2nm Technology Beat TSMC and Boost Semiconductors?

    Can Samsung’s 2nm Technology Beat TSMC and Boost Semiconductors?

    Samsung Semiconductor, known as the second-largest chipmaker in the world, is at a crucial point as it rushes to begin mass production of advanced 2nm chips. The outcome of this project could significantly impact its ability to rival the top company, TSMC, and reclaim some of its lost market share.

    The Stakes for Samsung Semiconductor

    Despite pouring in considerable funds, Samsung has not been able to reach TSMC’s level of profitability and scale. Currently, TSMC dominates the semiconductor foundry market with a substantial 62.3% market share, while Samsung only holds 11%. This gap has led to significant financial downturns for Samsung, highlighting the pressing need for a major technological advancement.

    Focus on 2nm Technology

    Samsung’s plan revolves around its 2nm and smaller manufacturing technologies. The company is making big investments in its production facilities, with intentions to add new production lines at its Hwaseong and Pyeongtaek locations. The target date for mass production of 2nm chips is set for 2025, with a further goal of achieving 1.4nm by 2027, which is in line with TSMC’s schedule.

    Challenges Ahead

    A critical element for Samsung’s success will be gaining significant clients for its 2nm technology. The company is in talks with Qualcomm, aiming to persuade the American semiconductor firm to select Samsung’s technology for its next-generation Snapdragon processors. If these partnerships can be established, it could greatly enhance Samsung’s foundry business and draw in additional clients.

    However, the path is not without obstacles. Samsung has faced difficulties before, including the postponed launch of its 3nm Exynos processor. Additionally, reports indicate that the upcoming Samsung Galaxy S25 series will utilize Qualcomm’s Snapdragon 8 Gen 4 globally, implying that Samsung might not have complete faith in its Exynos chips versus the Snapdragon option. Meanwhile, the Exynos 2500 is anticipated to power the Galaxy Z Fold 7 and Flip 7, which are expected to launch later in 2024.

    The triumph of Samsung’s 2nm technology could have significant consequences for the global semiconductor market. Should Samsung manage to narrow the gap with TSMC, it might incite heightened competition and potentially bring down prices for consumers. Furthermore, it could bolster South Korea’s status as a key player in the high-tech arena.

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