Earlier this year, we saw a report which claimed that TSMC is struggling with its 2nm chip yield. This was rumored to lead to delays for key customers like Apple, but a new report from DigiTimes claims that TSMC has things under control now and 2nm chip mass production is on track for Q4 this year.
According to the new report, TSMC will simultaneously begin mass producing 2nm chips at its Baoshan and Kaohsiung plants in Taiwan, with a combined monthly wafer output of 45,000 to 50,000 units by the end of this year. The figure is expected to double in 2026.
Apple, AMD, Qualcomm, MediaTek, Broadcom and Intel will be the first customers for TSMC’s 2nm chips, with Cupertino reportedly having secured 50% of all orders. Looking ahead, Nvidia is expected to join the list in 2027 when 2nm chip production capacity is expected to increase significantly.
Apple is expected to bring the 2nm process to its A19 chip, which should debut on the iPhone 18 series. Based on early rumors, the 2nm chip is expected to offer performance gains of 10-15% over Apple’s 3nm chips.
Source (in Chinese)
