TSMC Set to Commence Full-Scale 2nm Wafer Production by Q4 2025, Apple Allegedly Secures Nearly 50% of Initial Capacity

In a significant technological advancement, several semiconductor manufacturers are planning to adopt TSMC’s cutting-edge 2nm process by 2026. To facilitate this transition, TSMC aims to initiate mass production in the last quarter of 2025. Following a familiar trend, Apple is expected to remain TSMC’s largest customer, having already secured around 50% of the initial production capacity. This allocation will primarily focus on the next-generation A20 and A20 Pro chipsets, which are anticipated to be integral components of the upcoming iPhone 18 series. Earlier reports indicate that TSMC began accepting orders for this next-gen lithography starting April 1, with aspirations to achieve a production milestone of 50, 000 wafers per month by year-end.

Ambitious Production Goals: 100, 000 Wafers in 2026, Doubling to 200, 000 by 2028

According to recent findings from DigiTimes, TSMC is poised to ramp up its monthly production capacity to between 45, 000 and 50, 000 wafers, each estimated to cost around $30, 000. During the initial production trials conducted this year, TSMC reportedly achieved a commendable yield rate of 60%.Although specific figures from the latest assessments were not disclosed, improvements are anticipated given TSMC’s successful yield enhancements and expanded production capabilities across various facilities in Taiwan.

Despite the advancements, the bulk of 2nm wafer production will predominantly occur at TSMC’s Baoshan and Kaohsiung facilities, which continue to operate at full capacity for their existing 3nm and 4nm nodes throughout 2026. By the end of next year, the semiconductor titan is projected to reach a remarkable monthly output of 100, 000 wafers, with the addition of the Arizona fabrication plant anticipated to bolster total production to 200, 000 units by 2028.

Industry experts predict that several of TSMC’s clients, including MediaTek, will initiate the tape-out process for their 2nm chipsets by the fourth quarter, aiming to secure a competitive advantage in the marketplace. However, the substantial price increase associated with TSMC’s wafers could impact product pricing, potentially influencing consumer demand—a topic that warrants further discussion.

For further details, check the news source: DigiTimes.

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