The crystal circle foundry Longtou Telco will be mass-produced 2 nanometers in 2025, with the coin number N2, which is the focus of global technology industry. Telco's largest customer Apple has first downloaded orders and locked the A20 and A20...
The crystal circle foundry Longtou Telco will be mass-produced 2 nanometers in 2025, with the coin number N2, which is the focus of global technology industry. Telco's largest customer Apple has first downloaded orders and locked the A20 and A20 Pro processors for use. The new chip will be equipped with the 2026 iPhone 18 series mobile phones.
According to MacRumors, Apple orders ensure that Telco's N2 process in 2026 is capable of at least half of its production capacity, indicating Apple's strong confidence in N2 and its overall product line layout. Apple has at least two chips that may be equipped with TECHNOLOG's latest packaging, revealing Apple's product strategy for 2026, although it is not entirely clear which products are equipped with new chips. The market estimates that the M6 chips that support the MacBook Pro, as well as the Vision Pro updated in 2026, may be 2-nanometer chip products. The market is closely watching whether Vision Pro can make progress in the headset market.
In terms of packaging, TCM is promoting the "Wafer-Level Multi-Chip Module" (WMCM), which will replace TCM for integrated fan-out packaging of Apple iPhone system single chip (SoC). Compared with the old packaging technology, WMCM packaging chip configuration is more flexible.
Last week Apple held its most important fall launch, launching the iPhone 17 series, making its debut on the thin iPhone Air. The iPhone Air price is higher, even surpassing the iPhone 17, but lower than the iPhone 17 Pro. In addition to newbies, Apple has also simultaneously released a number of Apple Watch and AirPods Pro.
In addition to Apple, NT$2 nanometers are also included in other customers. NT$2 is usually kept in a confidentiality and it is difficult for the outside world to know. Market news pointed out that Ultramicro (AMD), Broadcom and Qualcomm are likely to be on the NTU N2 customer list. The domestic IC design department also announced that a single chip of the system has completed the 2-nanometer design decision for NTD and has confirmed to be an important customer of NTD.
Overall, the TECHN2 process not only represents the major flights used by semiconductors, but also indicates the development direction of high-performance computing and mobile devices. Apple is a major partner and its large-scale investment in the early stage of the N2 process and the new WMCM packaging application will undoubtedly have a profound impact on the entire technology industry.
