According to a report by Korean Chosun Biz, Apple was planning to start production of A19 Pro processors to be used in the iPhone 17 series in the second half of 2025. However, the cost per plate 30 thousand dollars This plan was abandoned due to 2nm processors are left until 2026.
Besides TSMC, Japanese Fast ve Samsung is also trying to transition to the 2nm process process. on 2nm node 60% efficiency TSMC is currently leading the race. However, TSMC’s production capacity is extremely limited for now. The company currently increases its production capacity from 10,000 chips per month to 80,000 chips per month It is investing heavily to extract it, but it does not seem possible to reach this capacity before 2026.
Because Nvidia ve QualcommIt is stated that Samsung is turning to Samsung for 2nm chips. According to the report, Nvidia and Qualcomm are running tests using Samsung Foundry’s 2nm process. Although Samsung has received orders from chip companies like Preferred Networks (PFN), it needs big customers like AMD, Nvidia and Qualcomm to get enough orders to become profitable.
Additionally, Nvidia and Qualcomm, They will not have bargaining power and don’t want to rely too much on TSMC because they would have to pay TSMC extremely high fees. Therefore, companies want to produce chips using Samsung Foundry’s 2nm process node in order to diversify their supply chains.
However, since Samsung had major difficulties in the 3nm process, it could not receive orders from large companies. Therefore, it is a big question mark whether it will be successful in the 2nm production process.
Source
https://biz.chosun.com/it-science/ict/2024/12/31/BIZQY5MFQJGPND4KT672CUBMKM/?outputType=amp
https://www.sammobile.com/news/nvidia-qualcomm-want-2nm-chips-samsung-foundry/
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