TSMC's 2nm process will continue to increase in price: each wafer will cost over $30,000, double that of 4/5nm

China Finance Online
2024.10.05 01:51
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Taiwan Semiconductor's 2nm process will continue to increase in price, with the expected price per wafer exceeding $30,000, which is twice that of the 4/5nm process. This process introduces GAAFET transistor technology, combined with NanoFlex technology, is expected to improve performance by 10% to 15% at the same power, or reduce power consumption by 25% to 30% at the same frequency. Transistor density is increased by 15%, marking a significant breakthrough for Taiwan Semiconductor in the field of semiconductor technology

According to reports, Taiwan Semiconductor has made a major breakthrough at the 2nm process node, introducing Gate-all-around FETs (GAAFET) transistor technology for the first time. The N2 process also combines NanoFlex technology, providing chip designers with unprecedented standard component flexibility. Compared to the current N3E process, the N2 process is expected to achieve a 10% to 15% performance improvement at the same power, or reduce power consumption by 25% to 30% at the same frequency. More notably, transistor density will increase by 15%, marking another leap forward for Taiwan Semiconductor in the semiconductor technology field. It is reported that the price of a 2nm wafer of 300mm from Taiwan Semiconductor may exceed $30,000, higher than the previously expected $25,000. In comparison, the current price of a 3nm wafer is approximately between $18,500 and $20,000, while the price of 4/5nm wafers is between $15,000 and $16,000