As most of you already know, TSMC is one of the largest chip producers in the world and has contracts with all the major players in the sector, including Intel, AMD, NVIDIA, Sony or Samsung. So we would mainly be talking about processors. of the future of the computer hardware industry.
TSMC 2nm chips in detail
The Taiwanese giant's 2nm process is one of the most anticipated developments on the market in recent years, particularly because it should allow a gigantic leap forward in terms of performance. In principle, TSMC will begin mass production of these chips around the second half of next year (2025), but only until now have they provided detailed information about their nature, performance, etc.
TSMC emphasizes that its 2nm process has a 15% more performance and 30% less consumption than the previous generation, representing a huge increase in node efficiency. In addition, with this process they multiply the density of the transistors by 1.15 thanks to the use of nanosheet transistors with perimeter gate (GAA) and N2 Nanoflex technology, which allows the introduction of several logic cells in a tiny area, optimizing thus the performance of the node. .
This also represents another significant change as the traditional FinFET process we all know is being abandoned in favor of the N2 Nanosheet. According to TSMC, this process also makes it possible to more precisely adjust the current flow, which allows manufacturers to more precisely adjust the parameters depending on the use they are going to give to the chip.
TSMC's N2 node represents, as you can already see, a huge leap in performance from its current 3nm node, which is why big manufacturers like Apple and NVIDIA are already drawing massive quantities of these chips by the end of next year. . However, it must also be taken into account that all these improvements also imply an increase in costs, and it is said that TSMC will increase prices by approximately 10%, which of course and as it could not be otherwise, will have an impact directly on the price of the products they will sell to us, the consumers.
Be careful with the price
This is no longer official information but rather speculation, but it is said that a single 2nm chip wafer could be priced between $25,000 and $30,000, depending on the profit margins set by TSMC . This is an estimate, but it will also depend a lot on the rate of manufacturing performance that TSMC manages to achieve (since they generally have a high failure rate, unusable chips, and entire unusable wafers).
This means that if TSMC fails to manufacture a large enough volume to meet the demands of its customers (NVIDIA, etc.), the price could increase quite a bit… you know, the law of supply and demand , according to which, the perfect excuse to enrich yourself with good things.
