TSMC to Operate Four 2nm Fabrication Plants at Full Capacity Next Year, Targeting 60,000 Wafers Monthly; Increased Production Won’t Ease Customer Demand

As we approach the upcoming year, several leading technology firms are poised to debut the first 2nm chipsets, marking a significant milestone in semiconductor innovation. TSMC, a prominent player in the industry, is gearing up for this transition, having reportedly started accepting orders as early as April of this year. The Taiwanese semiconductor giant plans to initiate full-scale production at four different facilities, with an ambitious target of producing 60, 000 units per month. However, this advancement comes at a steep price for customers aiming to leverage these cutting-edge technologies in 2026.

TSMC’s 2nm Chips Expected to Cost 50% More Than 3nm Variants

During the trial phase, TSMC’s 2nm yield rates have reached 60%, which indicates that the company is nearly ready for mass production. Notable industry leaders such as Apple, Qualcomm, and MediaTek are set to benefit from this advanced technology in the coming year. Reports by Liberty Times Net reveal that the four production facilities are strategically situated in Kaohsiung and Hsinchu, with the P1 facility already in the mass production phase, achieving an output of 10, 000 monthly wafers.

The P2 facility, currently in the process of equipment installation, anticipates commencing pilot production within the next three to four months, with a maximum anticipated capacity of 30, 000 monthly units. Meanwhile, the Hsinchu P1 plant has completed its trial production phases and is transitioning to full-scale mass production, contributing to an estimated combined output of 30, 000 to 35, 000 units from both facilities.

Despite these high production targets, TSMC has indicated that they will not provide any discounts to customers, which translates to an estimated cost of $30, 000 per unit. To mitigate these expenses, TSMC introduced its ‘CyberShuttle’ service in April, allowing clients like Apple to evaluate their silicon on a shared test wafer, thus reducing overall costs. Additionally, the competitive landscape may shift as Samsung plans to launch its Exynos 2600, touted as its first 2nm GAA SoC, potentially driving down prices if the competition can enhance their production capacities and yield efficiencies.

For further information, you can refer to the news source: Liberty Times Net.

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