The battle at the cutting edge of semiconductors has intensified, with TSMC, Samsung, and Intel now in close combat over the 2nm process node. This early-onset war will determine the performance ceiling for future AI, data centers, and all smart devices.
TSMC: Steady Yet Swift
Aiming for mass production in 2025. Leveraging the new GAA transistor architecture, it has already secured initial orders from Apple, NVIDIA, and others, boasting the most solid technological roadmap.
Samsung: Aggressive and Ambitious
Announcing mass production in early 2025, with plans to deploy the technology in its own smartphones by 2026. With a more aggressive production timeline and pricing strategy, Samsung aims to overtake competitors and win over major clients like Qualcomm.
Intel: Transforming to Triumph
In a do-or-die effort, Intel has scheduled its 20A process for mass production in the second half of 2024. Its "backside power delivery" technology is a potential game-changer, designed to give clients like Qualcomm a head start and reshape the foundry landscape.
Impact:
• AI Computing Core: 2nm is the foundation for the next generation of AI chips, directly driving advancements in large models and autonomous driving.
• Soaring Costs and Barriers: Design and manufacturing costs are rising exponentially, further increasing industry concentration.
In a nutshell: In 2025, 2nm chips will move from the lab to reality. This 1nm leap will redraw the map of technological power for the next decade.
+86 133-3799-6611
