Tag: Apple M5

  • Apple M5 Starts Mass Production at TSMC’s N3P Node

    Apple M5 Starts Mass Production at TSMC’s N3P Node

    Apple’s new chip for laptops and tablets, called the M5, has begun mass production. This means we can expect it to be available around mid to late 2025, probably with either an iPad Pro or a MacBook Pro. Unlike earlier reports suggested, it won’t utilize TSMC’s N2 node but will rely on the N3-based N3P instead. This choice should provide a 5% boost in performance and enhance power efficiency by up to 10%.

    Improvements in Design

    Even though it won’t feature TSMC’s cutting-edge N2 gate-all-around technology (Nanosheets), the Apple M5 will include several significant upgrades. Among these is the SoIC-mH (System-on-Integrated-Chips-holding-Horizontal) packaging, enabling a more compact design. Additionally, the new substrate design will permit more chips to be stacked vertically, making the architecture more efficient. The report also hints at the introduction of an Apple M5 Ultra chip.

    Future Production Plans

    Industry analyst Ming-Chi Kuo hinted at the M5 Ultra’s production starting in 2026, signaling a comeback of the Ultra-branded chips from Apple after a two-generation gap. Kuo also mentioned that the Apple M5 will uniquely separate the unified CPU and GPU, which could be a strategic move to enhance AI performance—an area that has gained significant attention recently.

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  • TSMC’s 2nm Process Costs Over $30,000 Per Wafer

    TSMC’s 2nm Process Costs Over $30,000 Per Wafer

    The next major development for TSMC is its future N2 manufacturing process. As of early October, this technology is still under development, but an article from Commercial Times reveals potential costs associated with producing chips using this advanced method.

    Cost of N2 Technology

    The information suggests that creating a single 300-mm wafer with N2 technology will exceed $30,000. This is a significant amount, especially compared to past processes.

    In comparison, wafers made with N3 technology (commonly known as the 3nm process) are priced at around $18,500. Older technologies like N4 and N5 are even cheaper, costing about $15,000 each. This indicates that the expense of utilizing the upcoming N2 technology could be nearly double that of the N4 and N5 processes.

    Benefits of N2 Technology

    The increased costs might be largely justified by the various advantages the new technology promises to deliver. As reported by Tom’s Hardware, the 2nm process is expected to be highly efficient, boasting over 25% lower energy usage compared to N3E.

    It is important to mention that these figures are not officially provided by TSMC, so they should be viewed with caution. Additionally, pricing may fluctuate based on several factors, including order size and customer needs.

    Potential Early Adopters

    Apple is likely to be one of the first companies to adopt N2 technology. This includes the M5 series chips for devices like iPads, Mac minis, iMacs, and MacBooks, as well as the next A-series chips for iPhones. Other companies such as Qualcomm, Intel, AMD, Mediatek, and Nvidia may join later on in the process.

    Commercial Times (in Chinese) via Tom’s Hardware

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