TSMC’s 2025 timeline for 2nm chips suggests Intel gaining steam.

$Intel (INTC.US)$ $Taiwan Semiconductor (TSM.US)$ The Taiwanese chip foundry revealed the timeline for its 2nm node, known officially as N2, during a conference call last week for its first-quarter financial results. With a mid- to late-2025 production timeline, after late-2024 risk production, TSMC's 2nm production dies will likely land in the hands of their designers in volume in 2026.

TSMC made the disclosure only a few days after Intel, which is revitalizing its competing foundry business, revealed that its next-generation 18A node will be ready for manufacturing in the second half of 2024, months ahead of the previously given 2025 timeline. As the A is short for ångströms, Intel's 18A label suggests it will be a 1.8nm process.