Apple iPhone 18 Pro Max to launch later this year: From upgraded camera to 2nm chip, here's everything we... - Moneycontrol.com

Apple is preparing to launch its upcoming iPhone 18 Pro Max later this year, featuring significant technological upgrades including a 2nm chip process. This advancement represents Apple's continued le... Read original →

Apple’s adoption of a 2nm chip in the iPhone 18 Pro Max isn’t just a performance leap—it triggers a cascade across the semiconductor stack. Upstream, demand surges for EDA tools, EUV photoresists, and lithography systems; downstream, Android rivals are forced to fast-track 3nm adoption to narrow the experience gap. TSMC, as the sole foundry partner based in Taiwan, China, faces heightened geopolitical exposure: while U.S. CHIPS Act subsidies offset some costs, potential export controls could disrupt yield ramping. Samsung and Qualcomm will likely counter with AI-enhanced imaging co-processors rather than matching process nodes head-on. Within 12–24 months, 2nm will become the de facto premium smartphone threshold, intensifying competition for TSMC’s CoWoS packaging capacity and accelerating mainland China’s pivot toward Chiplet-based heterogeneous integration to bypass EUV constraints. Apple is betting on both technological moats and supply chain sovereignty.