Thursday, February 29th 2024
Apple Reportedly Working on Chip Designs with TSMC 2 Nanometer Process
A South Korean website, gamma0burst, has combed through many LinkedIn profiles in an attempt to find unintentional technology leaks—last week's investigation targeted big companies including Apple, AMD, Google and Qualcomm. Employee work histories occasionally display confidential project information—gamma0burst's latest "hidden in plain sight" discovery has linked Apple a TSMC 2 nm process node. Late January reports suggested that the American multinational technology corporation was already queued up for an N2 process technology that utilizes gate-all-around (GAA) nanosheet transistors. Information gleaned from a severely redacted screenshot of an Apple employee profile indicates that work has started on 2 nm chip designs, in partnership with Taiwan's premier foundry. Additionally, the portion of revealed text also mentions that this unnamed Apple staffer is/was engaged in "TS3nm" and "TS5nm" designs.
Apple and TSMC's close relationship is well documented—the iPhone/iPad/MacBook maker enjoys preferential access to the latter's best fabrication services. The upcoming M4 and Bionic A18 chipsets have been linked to an "enhanced" 3 nm process node—as mid-February reports suggest. At the time, inside sources proposed that Apple had: "strengthened the AI computing performance of mobile devices and greatly increased the computing power of its own processors, which has simultaneously increased its wafer investment in TSMC. According to industry sources, Apple's wafer production volume for TSMC's 3 nm enhanced version process this year is expected to increase by more than 50% compared with last year, making it firmly the largest customer of TSMC." DigiTimes Asia and MacRumors think that: "Apple is...the first company that will receive chips built on TSMC's future 2 nm process, which is expected to go into production in the second half of 2025. Known simply as 'N2,' it is expected to offer a 10 to 15 percent speed improvement at the same power, or a 25 to 30 percent power reduction at the same speed compared to chips made with the supplier's 3 nm technology."
Sources:
Gamma0burst Tistory, Wccftech, Mac Rumors, Tech Node, ITHome, Revegnus Tweet
Apple and TSMC's close relationship is well documented—the iPhone/iPad/MacBook maker enjoys preferential access to the latter's best fabrication services. The upcoming M4 and Bionic A18 chipsets have been linked to an "enhanced" 3 nm process node—as mid-February reports suggest. At the time, inside sources proposed that Apple had: "strengthened the AI computing performance of mobile devices and greatly increased the computing power of its own processors, which has simultaneously increased its wafer investment in TSMC. According to industry sources, Apple's wafer production volume for TSMC's 3 nm enhanced version process this year is expected to increase by more than 50% compared with last year, making it firmly the largest customer of TSMC." DigiTimes Asia and MacRumors think that: "Apple is...the first company that will receive chips built on TSMC's future 2 nm process, which is expected to go into production in the second half of 2025. Known simply as 'N2,' it is expected to offer a 10 to 15 percent speed improvement at the same power, or a 25 to 30 percent power reduction at the same speed compared to chips made with the supplier's 3 nm technology."
1 Comment on Apple Reportedly Working on Chip Designs with TSMC 2 Nanometer Process