News TSMC Expected to Charge $25,000 per 2nm Wafer

[TJ Hooker]

This article misses the point completely.

N5 price is $13500/300mm
N2 price is $24000/300mm

(2/5)^2 = 0.16

0.16*$24000 = $3840

Prices are going way down per area.

Did you mean to say "prices are going way down per transistor"?

 

[TJ Hooker]

BTW a 300 mm wafer gives 500cm2 of chips for 5 dollars per cm2. the die on an apple chip is 1.2 cm2. What's the maths on the transistor cost? 5 squared is 25 and 2 squared is 4, so you get i.e. 3-4 times more transistors for the same surface area, at twice the price.

How did you get an area of 500 cm^2?

The area of a circle 300 mm in diameter, in cm^2, = π(15^2) = 707

At $25K per N2 wafer (looks like you accidentally did $2.5K), that'd be $35.36 per cm^2.

 

[hannibal]

But the same chip would take up much less space at 2nm compared to 5nm, so you'd get more yield per wafer?

Yes, but new and faster GPUs and CPUs will use more transistors to become faster. If we remade 1030 that would be small… but not as fast than old 4090…