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> TSMC's N2 node and future nodes will be dominated by AI chips. Apple was reported to have locked up half of the initial year's 2nm production, which is lower
by GeekyBear 5mo ago
> TSMC's N2 node and future nodes will be dominated by AI chips.
Apple was reported to have locked up half of the initial year's 2nm production, which is lower than their share of 3nm, but hardly a sign of being squeezed out of the market
- aurareturn 5mo agoBut this was likely locked up years ago before this boom. Will Apple still be the premier customer for TSMC's next node A14? Apple was actually told by TSMC to move off of N3 asap because Nvidia with its Vera Rubin and Google TPUs will take over. Semianalysis had a great and detailed article about TSMC & Apple and how the future might play out: https://newsletter.semianalysis.com/p/apple-tsmc-the-partnership-that-built https://newsletter.semianalysis.com/p/apple-tsmc-the-partner...
- GeekyBear 5mo agoThe reporting was from August of last year. https://www.macrumors.com/2025/08/28/apple-tsmc-2nm-production-iphone-18/ https://www.macrumors.com/2025/08/28/apple-tsmc-2nm-producti...
- aurareturn 5mo agoIt takes TSMC years to develop a new node. Apple has been the launch customer for a long time for TSMC. This agreement likely happened many years ago, before this AI boom. The Macrumors article definitely isn't when Apple decided to buy half of N2 capacity for the first year. It would have happened years ago.