According to a report from DigiTimes, TSMC’s highly anticipated 2nm process technology is right on track, with mass production slated to begin in the fourth quarter of 2025. The 2nm process represents a significant leap in chip manufacturing, allowing for smaller, more efficient transistors. This translates to faster performance, better power efficiency, and enhanced capabilities for AI and high-performance computing.
DigiTimes also reports that Apple is expected to claim nearly 50% of TSMC’s initial 2nm capacity. While details on specific products remain unconfirmed, this aligns with Apple’s roadmap for its custom silicon. We could see 2nm chips debut in devices like the iPhone 18 or future M-series processors for Macs, potentially launching around 2026. Despite a hefty price tag of around $30,000 per wafer—a new high for foundry services—demand for TSMC’s 2nm capacity shows no signs of slowing.
Major players, including Apple, AMD, Qualcomm, MediaTek, Broadcom, and Intel, are reportedly competing for slots, with some initiating mass production or collaborations by year’s end. To handle this influx, TSMC is ramping up operations across multiple sites. The Baoshan and Kaohsiung plants in Taiwan are key, with construction ongoing since 2022. By the end of 2025, combined monthly capacity could hit 45,000 to 50,000 wafers, doubling to over 100,000 in 2026.
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