J.P. Morgan: TSMC targets H1 2028 for 1.4nm mass production, Apple A22 Pro may follow
J.P. Morgan analysts expect TSMC to begin mass production of its next-generation A14 (1.4nm) node in the first half of 2028, with pilot production in Q3 2027 across four fabs, according to reports from TechNews and Wccftech. The note raises the likelihood that Apple's flagship iPhones adopt A14 silicon in the second half of 2028; Wccftech says Apple may introduce an A22 Pro on the node, while IT之家 reports Apple plans to spend heavily to lock in early capacity. Neither Apple nor TSMC has confirmed a capacity reservation, and the estimated wafer cost of about $45,000 is an analyst projection.
The reports frame TSMC's 1.4nm timeline and Apple's early capacity planning as responses to AI-driven demand for leading-edge chips.
美系外資摩根大通（J.P. Morgan）在最新報告指出，台積電目標 2028 年上半年量產次世代 A14 製程，並加快商業化進程，預計 2028 年下半年開始貢獻營收。由於製程推進速度加快，也提高蘋果 iPhone 等旗艦手機 2028 年下半年採用 A14 製程晶片的可能性。
蘋果 A 系列晶片過往都會搭載台積電最新製程，但這次是受台積電加速迭代所推動。摩根大通預期，先進製程晶圓供應緊張的情況將持續至 2027 至 2028 年，促使台積電將加速擴產計畫延續至 2028 年。隨著 N3、N2 及 A14 製程產能持續擴大，市場共識預估台積電 2027 會計年度營收成長率將接近 40%。
#TSMC#Apple#J.P. Morgan#A22 Pro#A20 Pro#iPhone 18 Pro#iPhone Duo#Qualcomm#MediaTek