TSMC Prepares for 1nm Production; Apple Secures Majority of Initial 2nm Chips

TSMC's move to 1nm production signals confidence in its semiconductor advancement, while Apple's securing of 2nm chips indicates continued partnership between the two tech giants.

TSMC is preparing for 1nm production, planning to build a new state-of-the-art fabrication plant in Chiayi County, Taiwan, with an estimated investment of over 1 trillion TWD, or around $32 billion.
Apple has reportedly secured most of TSMC’s initial 2nm chip production, with the chips expected to debut with the iPhone 17 lineup in 2025.
TSMC's 2nm chips will offer further computational and efficiency gains for the iPhone and Mac, potentially leading to better battery life on future Apple products.
TSMC's Q4 2023 earnings report indicates that growth mostly came from higher wafer prices, with the average price per wafer up by 22 percent from $5,384 to $6,611.
TSMC's dominance in 3nm chips was a significant factor in maintaining its revenue despite a drop in shipments.