我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 据《EE Times》调查的分析师表示，随着台积电（TSMC）近期正式推出 2nm 制程，未来多年 内，台积电将在先进制程节点上持续领先三星和英特尔。 2025年 12 月下旬，台积电宣布其 2nm 制程（公司内部称为 N2）正式进入量产阶段 。N2 是 台积电首次采用纳米片晶体管技术，也就是所谓的GAA（全环绕栅极），这一技术的导入时间晚 于竞争对手三星。台积电表示，N2 在性能和功耗方面实现了"完整节点级"的提升，并通过开发低 电阻重布线层（RDL） 以及超高性能 MIM（金属–绝缘体–金属）电容，进一步增强 2nm 节点 的整体性能。 台积电强调，其 2nm 技术将在晶体管密度和能效方面引领整个芯片行业。 台积电在一份声明中表示："通过持续演进的技术策略，N2 及其衍生 工艺 将把台积电的技术领 先优势进一步延伸到未来多年。" 01 "冠军"地位 分析师普遍认为，台积电将继续保持其在先进制程节点上的"冠军"地位。公司最先进的制程技术 仍将主要留在 ...

Core Viewpoint - TSMC has achieved a significant milestone with its 2nm process technology, boasting a yield rate exceeding 60%, which highlights its technological leadership in advanced semiconductor manufacturing [1][2]. Group 1: TSMC's 2nm Process - TSMC's 2nm process utilizes GAA (Gate-All-Around) technology, which is expected to improve energy efficiency by 10% to 15% and reduce power consumption by 25% to 30% [1]. - The chip density of TSMC's 2nm process is projected to be 15% higher than the current 3nm process [1]. - Major clients for TSMC's 2nm technology include Apple, NVIDIA, AMD, Qualcomm, and MediaTek, with AMD's next-generation EPYC Venice server CPU confirmed to use TSMC's 2nm process [1]. Group 2: Samsung's 2nm Efforts - Samsung is actively working on its 2nm process and plans to start production in the second half of the year, with speculation that it may be for the Exynos 2600 processor for the Galaxy S26 flagship phone [2]. - Despite Samsung's efforts to catch up, TSMC maintains a solid lead in the 2nm process technology [2].