A survey report from Taiwan shows that Apple is jointly promoting 2nm chip research and development with TSMC, and the latter is currently preparing corresponding factory sites.
This research report shows that Apple has seized the opportunity and won the first batch of manufacturing orders for TSMC’s 3nm process. The new process will be prioritized for use on chips in the iPhone, iPad and Mac product lines, and mass production is expected to begin in 2022. In 2021, Apple may still occupy 80% of TSMC’s 5nm production capacity, and the upcoming A15 Bionic is expected to be produced using a more advanced 5nm process. According to TSMC’s plan, mass production of 3 nm chips is expected to begin in 2022, and trial production of 2 nm is expected to proceed in 2023.
The report also pointed out that Intel and TSMC have not yet reached an agreement on the allocation of 3nm wafers for the Intel Core series of CPU/GPU products. This decision will be made by Intel CEO Pat Gelsinger in the next few months. However, some 5nm orders for Intel’s Core chips have been placed with TSMC and confirmed by Intel’s former CEO. Therefore, it is expected that the non-core IP components that Intel regularly outsources will continue to be produced at TSMC, including 3nm process products.
IT Home understands that the last part of the report also pointed out that TSMC and Apple are ready to jointly develop 2nm products. TSMC has already begun site preparations. It is currently considering using Baoshan District, Hsinchu as a pilot, and making corresponding preparations. This indicates that TSMC will eventually build a dedicated factory for the production of 2nm chips. The two may carry out experimental pre-production work in 2023.