Apple and Marvell both plan to tap TSMC’s next-gen A14 node, which ramps up to mass production in 2028, giving TSMC anchor clients in AI data center and high end smartphone chips, media report, adding Marvell is already in talks with TSMC to use A14, and has made prepayments. Apple will design the A22 Pro chip for A14, the report says, citing unnamed supply chain sources, adding A20 and A20 Pro will be on N2, and A21 will be on N2P. A14 will be TSMC’s 2nd generation nanosheet (GAA) chip process, and compared to N2, boosts performance 10%-15% at same power consumption, is 25%-30% more power efficient at the same performance level, and logic density increases by over 20%. $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) $Marvell Tech(MRVL.US)

Source: Dan Nystedt