Apple Reportedly in the VVIP Lane for TSMC's 2 Nanometer GAA

[T0@st]

A DigiTimes Asia report posits that TSMC is preparing another VVIP foundry lane for Apple Inc.—insiders claim that the Taiwanese foundry giant is in the process of expanding production capacity into next generation 2 nm nanometer fields. This expensive and time consuming endeavor is only made possible with the reassurance of big customers being added to the foundry's order books. TSMC's 2 nm-class N2, N2P, and N2X process technologies are due in 2025 and beyond (according to recent presentation slides)—these advanced packages are set to drop with all sorts of innovations: nanosheet gate-all-around (GAA) transistors, backside power delivery, and super-high-performance metal-insulator-metal (SHPMIM). According to a DigiTimes source "Apple is widely believed to be the initial client to utilize the (next-gen) process."

Apple and NVIDIA were reported to be ahead of many important clients in the queue for TSMC's 3 nm process nodes, so it is not surprising to see old patterns repeat (according to industry rumors) again. Apple is expected to update its next generation iPhones, iPad, and Mac laptop product lines with more advanced Bionic and M-series chipsets in 2025. Last year's roster included a rollout of 3 nm TSMC silicon across Apple A17 Pro and M3 ARM-based processors.



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[Daven]

But wait! Apple is suppose to use Intel’s 2 nm node! OMG WTF LOL

 

[Panther_Seraphin]

People pay extortionate amounts for apple hardware so they can get a "lead" over others......

 

[Deleted member 229121]

Whoa, whoa, whoa WHOA. There's such a thing as a Very, Very Important Person?
Is there a VVIP lounge? What is better than champagne to drink? What color do you make the velvet rope?

 

[bonehead123]

As the saying goes: "If ya wanna play, ya gotzta pay" hehehehehe, and given Apple's willingness to "invest" in TSMC's fab expansions & advancements, they certainly have paved the way for this "VVIP" designation. And their cash surplus & revenues will probably allow them to continue this trend without much concern well into the future...

This also works out well for their (both Apple & TSMC) investors (like me) who appreciate those ever-increasingly large dividend checks hehehe