Apple Explores India for iPhone Chip Assembly as Manufacturing Push Accelerates 
Micron Technology Forecasts Surge in Revenue and Earnings on AI-Driven Memory Demand 
BOJ Poised for Historic Rate Hike as Japan Signals Shift Toward Monetary Normalization 
Precious Metals Rally as Silver and Platinum Outperform on Rate Cut Bets 
EU Delays Mercosur Free Trade Agreement Signing Amid Ukraine War Funding Talks 
Trump Signs Executive Order to Establish National AI Regulation Standard 
OpenAI Explores Massive Funding Round at $750 Billion Valuation 
SoftBank Shares Slide as Oracle’s AI Spending Plans Fuel Market Jitters 
Chinese Robotaxi Stocks Rally as Tesla Boosts Autonomous Driving Optimism 
U.S. Stock Futures Slip After CPI-Fueled Rally as Markets Weigh Economic Uncertainty 
Oracle Stock Surges After Hours on TikTok Deal Optimism and OpenAI Fundraising Buzz 
SpaceX Edges Toward Landmark IPO as Elon Musk Confirms Plans 
Moore Threads Stock Slides After Risk Warning Despite 600% Surge Since IPO 
Dollar Holds Firm Ahead of Global Central Bank Decisions as Yen, Sterling and Euro React 
New Zealand Business Confidence Hits 30-Year High as Economic Outlook Improves 
BoE Set to Cut Rates as UK Inflation Slows, but Further Easing Likely Limited 
Apple App Store Injunction Largely Upheld as Appeals Court Rules on Epic Games Case 
Citing high production costs and limited capacity, Apple has delayed using TSMC’s 2nm chips in its iPhone 17 Pro models. The advanced chips are now expected in 2026 with the iPhone 18 Pro series.
Apple Delays iPhone 17 Pro's 2nm Chips to 2026
Reportedly, Apple has decided to delay the commercial introduction of the iPhone 17 Pro and iPhone 17 Pro Max, which will use TSMC's 2nm processing chips, until 2026, according to media reports (via MyDrivers).
The 2nm chips from TSMC have been plagued by production delays because of worries over their high cost and limited capacity. The supplier has reportedly started making the chips in trial quantities, but the results are disappointing, so it might be a while before they can produce a finished product.
Production Challenges Hit TSMC’s 2nm Chips
The 2nm chips were trial-produced at the Baoshan facility in Hsinchu, Taiwan, and rumor has it that the yields were below the company's expectations.
Yes, that's right. With a yield rate of 60%, nearly 40% of the chips made are flawed.
Sky-High Wafer Costs Impact iPhone Plans
The production cost of integrating the 2nm CPUs into the upcoming iPhone 17 Pro and iPhone 17 Pro Max is a staggering $30,000 per wafer, making it seem like an unrealistic option for Apple.
These worries have caused Apple to delay the introduction of its 2nm semiconductors by about a year; the new chips will not be available until the iPhone 18 Pro versions are released in 2026. This further confirms that TSMC's 3nm chips will be utilized by the iPhone 17 series.
WCCFTECH points out that the present iPhone 16 series uses TSMC's 3nm chips; while the A19 Pro chips will be an improvement, the 2nm chips that will be available in 2026 will offer much better efficiency and performance.
TSMC’s 2nm Chips Promise Performance Gains
The 2nm chips will have up to 15% more transistors than the 3nm chips, resulting in a 15% performance improvement while using the same amount of power. TSMC mentioned this at the 2024 IEDM conference despite production constraints.
The technology is too expensive and difficult to develop at the scale required for millions of iPhones, so Apple decided to delay TSMC's 2nm processors. This was the right move if the company intended to keep device pricing low.
