According to Taiwan Economic Daily, the industry reported that TSMC is going all out to sprint the next generation of process technology, and has recently started the preparatory work for 2nm trial production. It will be equipped with the most advanced AI system to save energy, reduce carbon and accelerate In terms of trial production efficiency, it is expected that major manufacturers such as Apple and Nvidia will be the first customers after TSMC’s 2nm mass production, and will widen the gap with competitors such as Samsung and Intel.
TSMC stated that it does not comment on relevant rumors, emphasizing that the development of 2nm technology is progressing smoothly, and mass production is expected in 2025.
According to sources, TSMC has also begun to dispatch engineers to the Zhuke R&D plant to prepare for the pre-preparation work for the 2nm trial production. It is expected to convene a R&D team of more than 1,000 people to lead the global mass production at Zhuke Baoshan Wafer Fab 20. 2nm. According to public information, TSMC’s most advanced 2nm production base in the future will first settle in Zhuke Baoshan Wafer 20 Factory. The plant area is planned for the fourth phase and will be expanded to Zhongke later, with a total of six phases of the project.
It is reported in the industry that TSMC will first establish a small-scale trial production line in Zhuke in the early stage of 2nm R&D. The goal is to trial produce nearly 1,000 pieces this year. The team will sprint to the risk trial production in 2024 and mass production in 2025.
It is reported that TSMC’s 2nm will adopt a new gate-around (GAA) transistor architecture for the first time. TSMC previously pointed out in a technical forum that the overall system performance of related new technologies has been greatly improved compared with 3nm, and the customer base’s willingness to invest in cooperative development in the early stage is much higher than that in the early stage of the 3nm family, and more customized solutions can be customized.
It is noticed that TSMC has previously released the 2nm family process blueprint plan, of which N2 will be mass-produced in 2025, and the backside rail design is tailored for high-speed computing (HPC) products, which will be launched in the second half of 2025; , N2P and N2X of the 2nm family are expected to be launched in 2026.
Nvidia CEO Jen-Hsun Huang previously publicly pointed out that TSMC will introduce the AI system that Nvidia has worked with other partners for nearly four years into the 2nm trial production operation, which is expected to start in June. cycle, mass production schedule, while reducing the manufacturing carbon footprint, and getting ready for 2nm and even more advanced processes.
