TSMC's 2nm Tech on Track for 2025, Offering Significant Performance Gains

Earnings Call

07/17

TSMC provided updates on their N2 (2nm) and N2P processes:
1. N2 is on track for volume production in H2 2025, with performance improvements of 10-15% speed at same power, or 22-30% power reduction at same speed, plus 15% chip density increase vs N3E.
2. N2P, an enhanced version of N2, is scheduled for volume production in H2 2026.
3. A new 16-feature Super Power Rail (SPR) for N2P offers 7-10% additional speed improvement at same power, or 15-20% power reduction at same speed.
4. TSMC expects more new N2 tape-outs in the first two years compared to 3nm and 5nm, driven by smartphone and PC applications.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.

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N2 is on track for volume production in H2 2025, with performance improvements of 10-15% speed at same power, or 22-30% power reduction at same speed, plus 15% chip density increase vs N3E.<br>2. N2P, an enhanced version of N2, is scheduled for volume production in H2 2026.<br>3. A new 16-feature Super Power Rail (SPR) for N2P offers 7-10% additional speed improvement at same power, or 15-20% power reduction at same speed.<br>4. TSMC expects more new N2 tape-outs in the first two years compared to 3nm and 5nm, driven by smartphone and PC applications.Disclaimer: This earnings call summary is generated by AI and is for informational purposes only. Due to technical limitations, inaccuracies may exist. It does not constitute investment advice or commitments.\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSM","symbol_name":"台積電","start_time":0,"source_url":"","article_id":"1181003355","we_media_id":"1002722034","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1181003355","pubTimestamp":1752734032,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Earnings Call","introduction":"real-time reporting","home_visible":1,"id":"1002722034","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"summary":"TSMC provided updates on their N2 (2nm) and N2P processes:1. N2 is on track for volume production in H2 2025, with performance improvements of 10-15% speed at same power, or 22-30% power reduction at...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSM":"台积电"},"translate_title":"台积电的2纳米技术有望在2025年实现显着性能提升","themeId":"686904a6c140480b9c85bc072cb9d0be","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1},"content_text":"TSMC provided updates on their N2 (2nm) and N2P processes:1. N2 is on track for volume production in H2 2025, with performance improvements of 10-15% speed at same power, or 22-30% power reduction at same speed, plus 15% chip density increase vs N3E.2. N2P, an enhanced version of N2, is scheduled for volume production in H2 2026.3. A new 16-feature Super Power Rail (SPR) for N2P offers 7-10% additional speed improvement at same power, or 15-20% power reduction at same speed.4. 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