国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 8月28日消息，苹果明年推出的A20芯片首发采用台积电2nm工艺，这颗芯片将被应用到iPhone 18系列上。 据供应链消息，台积电将在下一季度提升2nm工艺的产能，每片晶圆售价高达3万美元，创下历史新高。尽管如此，市场需求仍然旺盛， 仅苹果一家就占据了"近一半"的产能。 为满足客户需求，台积电宝山和高雄工厂的月度计划产能已经提速，由于4nm和3nm工艺的产能订单已排至2026年底，即便面临关税、 汇率波动及成本上升等挑战，该公司的盈利能力仍有望超出预期。 供应链人士指出，尽管市场上曾有观点认为台积电的竞争对手有实力抢夺订单，但台积电并未受到影响，仍在按计划推进工艺路线。 根据台积电的计划，2022年开工建设的新竹宝山20厂和高雄22厂将成为2nm工艺的关键基地，并在2025年开始量产。苹果占据了台积电 近一半的2nm芯片产能，高通紧随其后，之后是AMD、联发科、博通和英特尔。 报告还提到，即便2027年有更多企业采用2nm工艺，苹果仍将是台积电2nm工艺的主要客户，且2nm工艺头两年的采用规模将超 ...

Market Overview - The main board saw significant gains with stocks like Changshan Beiming (+10.02%), Dongshan Precision (+10.00%), and others reaching the maximum increase of 10.00% [1] - The ChiNext board led with Mankun Technology (+20.01%) and Jinxi Modern (+20.00%) showing strong performance [1] - The Sci-Tech Innovation board also performed well, with Shengyi Electronics (+13.86%) and Suochen Technology (+12.70%) among the top gainers [1] - Active sub-industries included SW Printed Circuit Boards (+7.56%) and SW Communication Network Equipment and Devices (+4.57%) [1] Domestic News - Coray, a brand under Chengdu Guangyu High Dimension, launched its flagship product, Coray Air2 smart AR glasses, featuring a full-color silicon carbide etched waveguide supplied exclusively by Guangna Siwei [1] - TSMC announced a consolidated revenue of NT$933.79 billion and a net profit of NT$398.27 billion for Q2 2025, driven by the ramp-up of 3nm processes and explosive growth in HPC demand [1] - Zhiyuan Robotics received strategic investment from Charoen Pokphand Group, marking a new phase in promoting the globalization of domestic robotics [1] - Jiangxi Zhaochi Integrated, a subsidiary of Zhaochi Co., held a ceremony for its optical laser epitaxy and chip product line, aiming for mass production of 25G DFB laser chips and planning to launch 50G DFB and 100G VCSEL chips by 2026 [1] Company Announcements - State Grid Information Communication announced that its subsidiary, Jiyuan Software, won a major contract for the State Grid's 2025 procurement, totaling approximately CNY 966.01 million [3] - Tuojing Technology projected Q2 2025 revenue between CNY 1.21 billion and CNY 1.26 billion, representing a year-on-year growth of 52% to 58%, with net profit expected to grow by 101% to 108% [3] - Yunsai Zhili announced a cash dividend of CNY 0.045 per share for A-shares and USD 0.006275 for B-shares, totaling CNY 61.55 million [3] - Dianguang Media revealed a profit distribution plan for 2024, proposing a total cash distribution of CNY 28.35 million [3] International News - Lumus, a manufacturer of reflective waveguide technology for AR glasses, expanded its partnership with Quanta Computer to enhance its supply chain infrastructure [2] - Marvell announced plans to collaborate with TSMC on advanced processes below 3nm, further solidifying TSMC's dominance in the chip foundry market [2] - ASML announced the shipment of the world's first second-generation High NA EUV lithography machine, which offers higher wafer throughput compared to its predecessor [2] - Counterpoint Research reported a 2% year-on-year increase in global smartphone shipments for Q2 2025, driven by strong performance in North America, Japan, and Europe [2]

Core Viewpoint - Google is accelerating its upgrade of the Tensor G6 chip to TSMC's 2nm process, aiming to keep pace with competitors in the semiconductor industry [2][3]. Group 1: Chip Development Timeline - The first Tensor chip, launched in 2021 with the Pixel 6, was manufactured using Samsung's 5nm process, and the Tensor G2 followed suit the next year [2]. - The Tensor G3 was the first to utilize a 4nm process, while the current Tensor G4 is also based on this technology [2]. - Google plans to transition the Tensor G5 to TSMC's 3nm process later this year, marking a significant shift in its manufacturing strategy [2]. Group 2: Future Plans for Tensor G6 - According to reports, Google intends to use TSMC's 2nm process for the Tensor G6 in the Pixel 11 series, which is set to launch in 2026 [3]. - This move could position Google ahead of competitors, as the next Snapdragon 8 Elite chipset may still be using a 3nm process at that time [3]. - There are indications that Qualcomm may produce a 3nm version of its upcoming flagship products, while Samsung is expected to manufacture a 2nm version specifically for Galaxy devices [3]. Group 3: Features and Enhancements - Limited information is available about the Tensor G6, but a report suggests it may include AI-enhanced features [4]. - Leaks from Google's gChips division indicate that the Pixel 11 series could feature video editing tools powered by "Video Generation ML" [4]. - Additionally, there are rumors that the Tensor G6 will focus on health-related functionalities, such as monitoring breathing, sleep apnea, and gait analysis [4].