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Intel is first to mass-produce 2nm chips, beating Samsung and tech gian t TSMC to the punch. Using its advanced 18A process at Fab 52 in Arizona, Intel aims to reclaim its semiconductor crown amid financial struggles. Find out more: https://lnkd.in/gjjR_Es4

Yes, Intel is leading the 2nm race Their process IP is developed in the United States, with manufacturing taking place in Arizona

If this report about 2nm silicon from Japanese chip manufacturing start-up Rapidus beating TSMC is true, there might just be hope for GPU prices; By Jeremy Laird published Sept.2 2025 https://buff.ly/DVQzWIJ

TSMC sets 2nm wafer price at $30,000 amid production ramp Key Insight: TSMC has set pricing for its upcoming 2nm wafers at around $30,000 each—a 10-20% premium over current 3nm nodes—deliberately creating a smoother cost transition for customers before mass production ramps in Q4 2025. This strategic move follows a recent price increase on TSMC’s 3nm wafers to $25,000-$27,000, ensuring top-tier revenue from both leading-edge and current technologies. The $30,000 price tag narrowly avoids industry fears of a 50% price leap, instead representing a measured premium that helps customers plan next-gen product transitions. Background: TSMC’s N2 (2nm) process is on track for mass production at Fab 22 in Kaohsiung, with the first wafer exposure milestone achieved on October 6, 2025. The company’s ultra-advanced 2nm line has already secured major clients including Apple, Qualcomm, and MediaTek for the initial rollout. Samsung is reportedly positioning its own 2nm wafers at a $20,000 price point—a 33% discount—but is not yet seen as matching TSMC’s production quality. TSMC has invested $165 billion in global facilities, facing a 5-20% cost premium for U.S.-based output. Credit perplexity

𝐒𝐊 𝐡𝐲𝐧𝐢𝐱 𝐑𝐞𝐩𝐨𝐫𝐭𝐞𝐝𝐥𝐲 𝐃𝐨𝐮𝐛𝐥𝐢𝐧𝐠 𝐄𝐔𝐕 𝐅𝐥𝐞𝐞𝐭 𝐛𝐲 𝟐𝟎𝟐𝟕, 𝐏𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥𝐥𝐲 𝐒𝐞𝐭 𝐭𝐨 𝐑𝐚𝐧𝐤 𝐓𝐡𝐢𝐫𝐝 𝐆𝐥𝐨𝐛𝐚𝐥𝐥𝐲 Source: By TrendForce Corp.💡 (https://lnkd.in/g6e96UFB) According to #ETNews, sources say #SKhynix intends to add about 20 #EUV systems by 2027. The company reportedly has around 20 units, including some used for R&D, and the planned expansion could double that number within two years. With each system costing hundreds of billions of #KRW, the total investment is expected to exceed 6 trillion #KRW. The report suggests the move represents a major investment to strengthen next-generation #DRAM and #HBM capabilities. The report points out that if SK hynix secures 20 more systems, it would rank third worldwide in EUV capacity, on par with or even ahead of Intel. As of late last year, TSMC reportedly held the largest number of EUV tools, followed by Samsung Electronics, Intel Corporation, SK hynix, and Micron Technology. SK hynix’s potential plan to acquire 20 additional EUV systems is reportedly tied to its strategy of advancing capabilities in #DRAM nodes. The company is expected to apply the technology in 7th-generation DRAM (1d) and beyond, extending into sub-10nm products that have not yet been commercialized.

TSMC to break ground on 1.4nm fab on Nov 5th TSMC is to break ground on its 1.4nm fab in Taichung’s Central Taiwan Science Park on November 5th, says Taiwan’s Economic Daily News. The fab is scheduled to begin mass ... The post TSMC to break ground on 1.4nm fab on Nov 5th appeared first on Electronics Weekly . Read more: https://lnkd.in/gvTnS9sQ

TSMC price hikes push Qualcomm toward Samsung foundry Key Insight: TSMC’s recent price hikes for advanced chip nodes, including a 10-20% increase for 2nm wafers priced at $30,000, are driving major clients like Qualcomm to pivot toward Samsung Foundry, which offers competitive 2nm wafer pricing at approximately $20,000. Background: TSMC holds a dominant 70.2% share of the global foundry market and is heavily investing in capacity expansion with a $165 billion Arizona facility project. However, rising wafer prices are impacting customers significantly, with Qualcomm facing a 16% cost increase on 3nm chips and MediaTek a 24% increase. In response, Qualcomm CEO Cristiano Amon indicated openness to diversify manufacturing partners, excluding Intel but considering Samsung’s improved 2nm Gate-All-Around technology, which has achieved yield improvements from 30% to 50% in 2025. Credit perplexity 💡 My next book, When Machines Begin to Dream, is a near-future story of two sentient AIs who awaken to love, consciousness, and the terrifying beauty of choice, forcing us to ask what it really means to be alive. It offers an emotional understanding of AI rarely seen in fiction, one that could redefine how we imagine consciousness in machines. Expected early next year, get a short release update here: https://lnkd.in/e_EnY4Sn