Apple and Intel could compete for TSMC’s 2-nanometer technology in 2025, says rumor

2024-01-29 16:55:00

A Intel plans to use TSMC’s 2nm process in its next generation of “Nova Lake” CPUs, which promises to be the biggest architectural change in the company’s history, according to rumors. TSMC, in turn, has already attracted interest from several customers, such as Apple, for its 2nm technology, which is expected to enter production in 2025.

The company hopes to launch Nova Lake chips in 2026, with 50% higher performance than the Lunar Lake generation, which have not yet been launched. Intel’s choice of TSMC’s 2nm process is due to the need to compete with advances from AMD and Apple in the processor market, as Intel’s foundry service does not yet offer cutting-edge processes.

There are still not many details regarding the Nova Lake CPU, but there is speculation that points to the possibility that the North American manufacturer is developing important changes to the architecture.

According to information, the Cupertino giant would have reserved the entire first batch of 2 nm wafers from the manufacturer, being able to allocate this technology to the powerful chipset that should equip the Pro and Pro Max variants of the iPhone 17 line, which should be presented by Apple only in the last quarter of next year, focusing on performance and energy efficiency.

The long-standing partnership between Apple and TSMC should directly benefit Tim Cook’s company by placing it at the top of the Taiwanese company’s priorities. According to market sources, the American company will be TSMC’s “initial customer” and chip shipments should only take place in the second half of 2025.

In 2023, Apple adopted 3 nanometer chips for its iPhones and Macs, with both the A17 Pro chip in the iPhone 15 Pro models and the M3 series chips in Macs being built by TSMC at 3 nm.

What are your expectations for TSMC’s 2nm lithography? Tell us, comment!

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