Apple and TSMC Collaborate on Next-Gen 2nm Chips, Eyeing 2025 Production Start: Report
Portfolio Pulse from Anusuya Lahiri
Apple Inc and Taiwan Semiconductor Manufacturing Company (TSMC) are collaborating to design processors using TSMC's 2-nanometer fabrication process, aiming for production in late 2025. This advancement promises up to 15% speed increases or up to 30% power efficiency gains over the current 3nm technology. Apple has secured most of TSMC's initial 2nm production capacity, continuing their partnership. TSMC is investing in new facilities for 2nm production, with plans for mass production by 2025. TSMC's stock has risen 27% year-to-date, while Apple's has decreased by 2%.
February 28, 2024 | 5:36 pm
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POSITIVE IMPACT
Apple's collaboration with TSMC on 2nm chips aims for 2025 production, promising significant performance improvements. Apple's stock has seen a 2% decrease YTD.
The collaboration on 2nm chip technology with TSMC is a significant step for Apple, indicating potential for future product enhancements and efficiency gains. Despite a short-term decrease in stock price, this strategic move is likely to bolster investor confidence and contribute to long-term growth, hence a positive score.
CONFIDENCE 80
IMPORTANCE 85
RELEVANCE 90
POSITIVE IMPACT
TSMC collaborates with Apple on 2nm chip technology, with production starting in 2025. TSMC's stock has increased by 27% YTD.
TSMC's partnership with Apple for the development of 2nm chips underscores its leading position in semiconductor manufacturing. The stock's 27% increase YTD reflects positive market sentiment towards TSMC's growth prospects, especially in the context of the AI-driven demand for advanced chips. This collaboration is expected to further enhance TSMC's market position and investor appeal, justifying a positive score.
CONFIDENCE 80
IMPORTANCE 85
RELEVANCE 90