TSMC ubrzava 2 nm proizvodnju: ekspanzija bez presedana, konkurencija u velikom problemu

Zalosno je što se u i ovim krugovima sve pretvorilo u marketing "pravih" 2nm verovatno nećemo videti barem nekoliko decenija (ako ikad sa ovim materijalima):

The term "2nm" is an industry marketing label rather than a measurement of any physical dimension on the silicon. In fact, nothing on a TSMC 2nm (N2) node is actually two nanometers in size. If it were, it would only be about 10 silicon atoms wide, which would be incredibly difficult to control due to quantum tunneling.

Here is what "2nm" actually means in the context of TSMC's upcoming node:

1. An "Equivalent" Metric, Not a Physical One

Decades ago, node names like "90nm" or "65nm" directly corresponded to the physical gate length or half-pitch of a 2D planar transistor. As transistors shrunk and transitioned to complex 3D designs, those physical measurements stopped matching the node names (a divergence that started around the 32nm/22nm era). Today, a label like "2nm" simply means: "This architecture delivers the power, performance, and density improvements that a hypothetical 2D transistor would have achieved if we could have physically shrunk it down to 2 nanometers."

2. The Real Change: Gate-All-Around (GAA) Nanosheets

What actually defines TSMC's 2nm generation isn't a measurement, but a fundamental shift in transistor architecture. With N2, TSMC is retiring the FinFET transistor design they have used since the 16nm node, replacing it with Gate-All-Around (GAA) nanosheets.

In a FinFET: The gate wraps around three sides of a vertical silicon "fin."
In a GAA Nanosheet (N2): The silicon channel is sliced horizontally into ultra-thin ribbons (nanosheets), and the gate material completely surrounds them on all four sides. This 360-degree coverage drastically reduces electrical leakage and provides much tighter control over the current flowing through the transistor, which is critical for lowering power consumption.
3. The Actual Physical Dimensions

If you look at the physical realities of an N2 node under a scanning electron microscope, the true dimensions are much larger than 2nm. While TSMC closely guards its exact final specs, industry estimates for N2 place the true physical sizes at:

Contacted Poly Pitch (CPP): The distance between two transistor gates is expected to be around 40 to 45 nanometers.
Minimum Metal Pitch (MMP): The smallest distance between the lowest-level copper wiring layers will likely be in the 20 to 24 nanometer range.
4. Performance, Power, and Area (PPA) Targets

Because physical size is no longer the metric, foundries define a new node purely by its PPA improvements over the previous generation (in this case, 3nm / N3E). For N2, TSMC's "2nm" translates to:

Speed: 10% to 15% faster operation at the same power level.
Efficiency: 25% to 30% lower power consumption at the same speed.
Density: Roughly a 1.15x increase in transistor density (packing about 15% more transistors into the exact same physical footprint as their 3nm tech).
Later iterations of this node (like N2P) will also introduce "Backside Power Delivery" (BSPDN), moving the power wiring to the bottom of the silicon wafer to reduce resistance and free up space for data routing on top.

In short, "2nm" is simply the commercial designation for TSMC's first-generation Gate-All-Around nanosheet architecture and the ~15% generational performance leap it provides.

Zalosno je što se u i ovim krugovima sve pretvorilo u marketing

Neminovno je, bilioni dolara (to jest 10¹²) su u igri.
Laže se i za mnogo manje zar ne? 😀