📱 Apple vs Qualcomm on TSMC’s Roadmap

Apple (iPhone 2026):

- Uses TSMC N2 (2nm) with GAAFET transistors.
- Prioritizes yield stability and maturity.
- Delays A16 (1.6nm) adoption until later (2027+).

Qualcomm (Snapdragon 8 Elite Gen 6, 2026):

- Skips N2 entirely.
- Debuts directly on N2P (enhanced 2nm).
- Plans to stay on N2P for multiple generations.

TSMC Roadmap:

- 2025–26: N2 mass production.
- 2H 2026: N2P ramp-up (better efficiency & performance).
- 2026–27: A16 (1.6nm, backside power delivery).

Strategy Snapshot:

- Apple = cautious, stepwise adoption.
- Qualcomm = aggressive leap to N2P.

🚀 NVIDIA & TSMC A16 Breakthrough

NVIDIA is set to be the first customer for TSMC’s A16 process (1.6nm-class), entering production around 2026–2027. Unlike past launches led by Apple, NVIDIA will debut its “Feynman” GPUs on A16, aimed at AI and datacenter workloads.

🔑 Why A16 Matters

- Gate-All-Around (GAA) transistors → better current control & scaling
- Backside power delivery → reduced resistance, higher efficiency
- Enables GPUs with 100B+ transistors

📅 Roadmap

- Rubin GPUs (2026–27): refined N3P nodes
- Feynman GPUs (2028): first on A16

⚔️ Impact

- Performance-per-watt leap for AI chips
- Strategic edge over AMD & Apple
- TSMC cements lead over Intel & Samsung

In short: NVIDIA’s early A16 adoption signals a new era where AI drives bleeding-edge chipmaking, securing its dominance in the AI hardware race.

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The early 100 people would more or less be our design partners and early supporters to help us manufacture, ship and iterate on the product experience.

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Source: underkg