TSMC to Mass Produce Breakthrough 2nm Mbcfet Transistors in 2024
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Re: TSMC to Mass Produce Breakthrough 2nm Mbcfet Transistors in 2024
#2With this news, how much of a lead do they have over Intel now? When is Intel realistically going to ship their next node? Or is it all still perpetually delayed with no end in sight?
Re: TSMC to Mass Produce Breakthrough 2nm Mbcfet Transistors in 2024
#3So is it safe to assume that Apple will book 100% of the first production runs for this new process as well?
Re: TSMC to Mass Produce Breakthrough 2nm Mbcfet Transistors in 2024
#4So is it safe to assume that Apple will book 100% of the first production runs for this new process as well?
I think it depends on price. At some point chips will cost too much for consumer electronics. You wouldn't want to buy iPhone with $1000 CPU.
Re: TSMC to Mass Produce Breakthrough 2nm Mbcfet Transistors in 2024
#5So is it safe to assume that Apple will book 100% of the first production runs for this new process as well?
I think it depends on price. At some point chips will cost too much for consumer electronics. You wouldn't want to buy iPhone with $1000 CPU.
A mass volume product like an iPhone is the only thing that generates enough money to sponsor this form of development.
Re: TSMC to Mass Produce Breakthrough 2nm Mbcfet Transistors in 2024
#6Re: TSMC to Mass Produce Breakthrough 2nm Mbcfet Transistors in 2024
#7Is TSMC the only who is close to doing this?
What about Samsung or Intel? Or research labs that do smaller runs?
Re: TSMC to Mass Produce Breakthrough 2nm Mbcfet Transistors in 2024
#8So is it safe to assume that Apple will book 100% of the first production runs for this new process as well?
It depends on a lot of factors, but mainly cost and yield.
Example; Apple didn't use any 7nm EUV variant in A12/A13. While Huawei used it for their SoC. Having said that MBCFET, or more commonly known as GAA was originally scheduled for 3nm in 2022, so giving another 2 year to bake should help.
So yes, if everything were executed to absolute perfection, then we should see a 2nm Apple Silicon in 2024.
Note: While Wccftech has gotten a lot better in the recent 12 months or so, I still wouldn't put them into reliable and trusted source. It is good for rumours and entertainment, but that is about it. ( Personally I would rather not have it appear on HN )
Re: TSMC to Mass Produce Breakthrough 2nm Mbcfet Transistors in 2024
#9So is it safe to assume that Apple will book 100% of the first production runs for this new process as well?
I think it depends on price. At some point chips will cost too much for consumer electronics. You wouldn't want to buy iPhone with $1000 CPU.
> You wouldn't want to buy iPhone with $1000 CPU.
1.000 US$ no, but... I would not put it past Apple to make a literal system on chip. Like, one chip with everything on one die stack: CPU, GPU, RAM, cell modem, voltage regulators... the only external components would be ports and whatever cannot be reasonably expressed on a silicon die (e.g. coils for voltage regulators).
Re: TSMC to Mass Produce Breakthrough 2nm Mbcfet Transistors in 2024
#10Is TSMC the only who is close to doing this? What about Samsung or Intel? Or research labs that do smaller runs?
I think that Intel is one step behind. They'll likely produce 7nm in 2024 which should be comparable with TSMC 5nm. But TSMC 5nm already available for Apple.