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Several chip manufacturers will adopt TSMC’s 2nm technology in 2026. To facilitate this transition, the semiconductor giant plans to begin mass production in the fourth quarter of 2025. According to reports, Apple is expected to be TSMC’s largest customer for these wafers and has secured nearly half of the initial capacity. The majority of these shipments are likely to be used for Apple’s A20 and A20 Pro chipsets, which will power the upcoming iPhone 18 series.
TSMC reportedly began accepting orders for its next-generation lithography from April 1, aiming to reach a monthly production target of 50,000 wafers by year-end. The company’s Arizona plant is expected to support these efforts, helping TSMC achieve a capacity of 200,000 2nm units by 2028.
According to the latest information from DigiTimes, TSMC aims for a monthly production capacity of 45,000 to 50,000 wafers, with each wafer expected to cost $30,000. Despite this significant price increase, Apple and Qualcomm are anticipated to be among TSMC’s largest customers, with other clients such as AMD, MediaTek, Broadcom, and others waiting in line for the advanced technology. During the trial production phase that began earlier this year, TSMC reportedly achieved yields of 60 percent.
Considering ongoing improvements and additional production facilities in Taiwan, it is expected that TSMC’s Baoshan and Kaohsiung plants will handle most of the 2nm wafer production. By the end of 2025, TSMC is estimated to produce 100,000 wafers monthly, with its Arizona facility contributing to a total of 200,000 units by 2028.
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We anticipate that some of TSMC’s customers will start tape-out for their 2nm chipsets in the fourth quarter. For instance, MediaTek has publicly announced plans to begin this process in Q4 2025. However, the higher costs associated with these wafers may be passed on to consumers, potentially affecting demand.
News Source: DigiTimes
