TSMC's 2nm production launch is near
Against the backdrop of rapidly growing competition in the semiconductor industry, TSMC is approaching mass production 2nm process technology, despite the ongoing uncertainty. TF International Securities analyst Ming-Chi Kuo said yield level of suitable crystals reached 60% in trial batches, and since then the figures have probably improved - so much so that full scale launch is now possible.
The first customer for the new 2nm chips will be Apple , and it is expected that the A20 chip on this architecture will be used in the entire iPhone 18 line, which will be released in the second half of 2026. Initially, analysts predicted that only the senior models would receive the latest SoC, but now the bet is on the complete transition of all devices in the line to the new node. This became possible due to the stabilization of production and the increase in output.
TSMC is already ramping up capacity: with its existing factories in Baoshan and Kaohsiung, the company could reach 2025 tonnes by the end of XNUMX. production of up to 80 plates per month, which should cover demand from key partners. Steps are also being taken to reduction of cost price — In April, the CyberShuttle service will be launched, allowing customers to test their chips on a single test wafer, which should attract new customers.
With these steps, TSMC strengthens its leadership in the lithography segment and makes the 2nm process a potentially mass-market solution for flagship chips not only for Apple, but also for other manufacturers.
