Apple 将成为台积电即将推出的2纳米工艺节点N2的锚定客户，该节点将于2026年第三季度开始量产。这标志着Apple的一个重要升级，其转向N2的速度比之前的N3和N5转型快1.5倍，尽管晶圆成本更高。与N3节点不同的是，在N3节点上Apple在第一年基本是孤军奋战，而在N2发布时，将面临来自Google、Qualcomm、MediaTek和AMD等其他主要芯片设计公司的竞争，它们也将在同期推出2纳米芯片。 AI
影响 此次发布标志着半导体制造的重大进步，为AI和其他要求苛刻的应用提供了更强大、更高效的芯片。
排序理由 该集群讨论了一家主要代工厂的新工艺节点发布及其锚定客户，以及激烈的竞争。
AI 生成摘要 · Google Gemini · 来自 2 个来源。 我们如何撰写摘要 →
At 2nm the field returns, and it is bigger than one rival. Google, Qualcomm, MediaTek, and AMD all bring 2nm silicon to market around the same time as Apple, whereas N3's first year belonged to Apple alone. Even so, we model Apple as the anchor customer, taking half of TSMC's N2
Apple has anchored every leading-edge TSMC ramp since 20nm in 2014, though it has rarely been alone. HiSilicon matched it onto N7 and N5 within weeks before sanctions took it out of the race, and that exit handed Apple N3 effectively to itself for about a year. N2 keeps Apple htt…