Subject


2nm


2025-03-19

[News] Apple’s A20 Chip May Stick to TSMC’s N3P Process, Delaying 2nm Adoption but Featuring CoWoS Packaging

In December 2024, industry sources indicated that TSMC's 2nm trial production yield had exceeded 60%, sparking speculation about its first adopters. However, according to Wccftech, Apple—a major TSMC customer known for consistently seeking a competitive edge through advanced manufacturing processe...

2025-03-12

[News] Samsung-Baidu 2nm Chip Deal Reportedly Stalls Amid U.S.-China Tensions

As Samsung pushes to expand its advanced-node customer base, its 2nm collaboration with China’s Baidu may be put on hold, according to Sedaily. The report, citing an industry source, reveals that Baidu previously aimed to produce AI chips with Samsung’s 2nm process, but talks stalled after Tr...

2025-03-11

[News] Rapidus’ Costly Bet on Cutting-Edge Nodes Raises Concerns, as Japanese Expert Calls for a Plan B

Japan’s Rapidus is making waves with its 2nm chip push, positioning itself against foundry giants like TSMC, Intel, and Samsung. But questions loom over its hefty investments and the absence of major client orders. A recent Asahi Shimbun report argues that Rapidus’ focus on extreme semiconductor...

2025-02-10

[News] TSMC’s U.S. Board Meeting Focus at a Glance: Potential Expansion Amid Chip Export Restrictions

TSMC will hold its first board meeting in the U.S. on February 11, 2025, where it plans to announce senior management updates. Notably, markets are watching whether the foundry giant will announce new U.S. investments, especially with Trump pushing for advanced chips to be made in the U.S. and hinti...

2025-02-10

[Insights] Exploring Rapidus’ Path to 2nm Mass Production: 3 Key Challenges Ahead

Japan’s Rapidus has gained attention for its progress on 2nm chips, a market supposedly dominated by foundry giants like TSMC, Intel, and Samsung. According to Nikkei, the company plans trial production in April and aims to provide 2nm samples by June. To fully understand Rapidus’ potential a...

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