Apple Could Unveil Its Sub-1nm Chips In A Few Years, As TSMC Said To Fire Up Trial Production In 2029

Apple Could Unveil Its Sub-1nm Chips In A Few Years, As TSMC Said To Fire Up Trial Production In 2029

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Key Points:

  • TSMC plans to begin trial production of sub-1nm semiconductor technology by 2029, aiming for an initial monthly output of 5,000 wafers using facilities including its Tainan A10 and P1-P4 plants.
  • The company is also targeting mass production of its 1.4nm process (A14) in 2028, which promises up to a 30% improvement in performance and power efficiency, alongside fulfilling orders for the 1.6nm node (A16).
  • Apple is expected to be an early adopter of TSMC’s sub-1nm technology, likely integrating it into future products such as the iPhone 18’s A20 and A20 Pro chipsets launching later this year.
  • High demand for AI chips and iPhone components is putting pressure on TSMC’s production capacity, potentially causing Apple to pay premiums for initial chip batches as in previous product cycles.
  • Yield challenges with advanced nodes may force smartphone manufacturers to downgrade chipsets for some flagship models, reserving the latest SoCs for premium "Ultra" variants.

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