A report out of Taiwan says that TSMC will have to delay the start of its 2nm production by one year until 2026.
We should note that 2nm is a very important node for TSMC since it will replace FinFET transistors with Gate-all-around . The latter uses vertically stacked nanosheets allowing the gate to touch the channel on all four sides which reduces current leakage, lowers energy consumption, and improves the drive current. Samsung Foundry already uses GAA with its 3nm node, but 2nm will debut GAA for TSMC.
The only 3nm chip inside a smartphone this year is the A17 Pro, made by TSMC, found on the iPhone 15 Pro and Pro Max The new report out of Taiwan says that TSMC has slowed down on the construction of one of the facilities needed for 2nm production. This is being blamed on an overall slowdown in demand for semiconductors. The report says that the revised construction schedule for the factory in Hsinchu Baosha will move 2nm production to 2026. TSMC has denied that the report is accurate. It might feel pressured to do so considering that Samsung Foundry is still on target to push out 2nm chips in 2025.
Another company that TSMC might have to worry about is Intel which is planning to add backside power delivery to its chips next year, a feature it calls Power Via. This moves power supply lines to the back of a die instead of the traditional placement on the die's front side and can improve power and performance. TSMC will be eventually adding this to its 2nm chips, possibly after the first generation of 2nm production is completed.
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