Demand for the TSMC 2nm process exceeds all expectations and already exceeds 3NM

TSMC is about to inaugurate a New Chapter in the Race for Miniaturization and chip efficiency. The manufacturing process in 2 nanometers (N2), which has not even officially entered into mass production, already accumulates a demand considered “unprecedented”-Overcoming even the highly successful 3nm knot of Taiwanese.

With gaafet and chips transistors up to 15% faster, TSMC should triple production of 2nm by 2027 in the face of global demand explosion

Giant Race: Apple, AMD and Nvidia on the front line

According to information from the CTEE newspaper, the volume of orders for the 2NM node is already higher than that registered in previous generations in the same pre-production stage. Among the main clients are weight names like AppleNVIDIA, AMD, Qualcomm e MediaTek.

Apple, the largest consumer of the new technology so far, should use 2NM chips in future iPhones line 18.

Nvidia, in turn, aims to incorporate lithography N2 into its new Vera Rubin architecture, while AMD comes out in front of it by announcing that its processors Zen 6 Venice will be manufactured with the new process.

New technology, new level

The revolution in N2 is not just in the numbers. TSMC will use transistors such as GAAFET (Gate-All-Around Field-Effect Transistors)with Nanosheet structure – a significant technological change from the finfet model used until the 3NM.

Such jump allows concrete gains: chips can be optimized both for higher performance and for lower energy consumptiondepending on the application.

In initial tests, for example, 2NM chips showed an advance of 10% to 15% in speed Regarding N3E node, maintaining defect rates comparable to the mature nodes of 3NM and 5NM.

Still limited production and future expansion

Although market interest is already consolidated, the initial production capacity is still modest. TSMC is expected to produce about 50 thousand wafers from 2nm until the end of 2025. However, the company plans to triple this number by 2027, expanding factories in Taiwan.

In addition, there are concrete plans to start the manufacturing of n2 node on American soil, more precisely Plant to Arizonafrom 2028 – strategy that aims to decentralize production and meet the growing demand of the West.

Even before mass production, the demand for the 2NM node already exceeds the initial capacity of TSMC, revealing a new era of competition between technology giants.

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Side effect: more expensive chips in 2026?

With so many chip manufacturers advancing to the new process, analysts point out that companies like Apple, MediaTek and Qualcomm can Increase your chipsets prices Already next year. The combination of high demand, development costs and limited supply in the first lots should press the values ​​passed on to the market.

Meanwhile, TSMC continues its trajectory as an absolute reference in the semiconductor industry, preparing for another technology boom that can be compared to the famous gold race – this time in the world of nanometers.

And running side by side we have Intel promising to return to golden times with equally promising technologies. Although the price may rise, the competition certainly has everything to be beneficial to the market as a whole.

Source: CTEE