TSMC to Begin Taking 2nm Orders in April, Expansion Ceremony Scheduled for March 31
TSMC is making significant progress on its next-generation 2nm process, reaching a reported yield of 60%—a major milestone that signals the technology's readiness for commercial deployment. According to industry sources, the semiconductor giant will hold an expansion ceremony for its 2nm facilities in Kaohsiung on March 31, and officially begin accepting customer orders on April 1.
TSMC is making significant progress on its next-generation 2nm process, reaching a reported yield of 60%—a major milestone that signals the technology's readiness for commercial deployment. According to industry sources, the semiconductor giant will hold an expansion ceremony for its 2nm facilities in Kaohsiung on March 31, and officially begin accepting customer orders on April 1.
Apple Likely to Be First 2nm Customer
Apple is widely expected to be TSMC’s first 2nm customer, leveraging the cutting-edge node to manufacture the A20 chip for the iPhone 18 series, which is scheduled to launch in the second half of 2026. This move continues Apple’s long-standing tradition of being the launch partner for TSMC's most advanced nodes.
In addition to Apple, tech giants such as AMD, Intel, Broadcom, and AWS are reportedly involved in the co-development and validation of the 2nm process technology, signaling strong demand for the node across multiple sectors including AI, HPC, and cloud infrastructure.
Two Fabs, One Goal: 50,000 Wafers per Month by End of 2025
To meet demand and ramp up production, TSMC is utilizing two dedicated facilities for 2nm production—one in Kaohsiung and another in Baoshan (Hsinchu). The company has set an ambitious target of achieving 50,000 wafers per month by the end of 2025, aligning with previously reported production goals.
Despite the high cost per wafer—estimated at $30,000—TSMC plans to introduce a "Cyber Shuttle" service in April. This offering will allow clients to test and validate designs on shared wafers, reducing entry costs and enabling early-stage prototyping, which could lower the barrier for smaller or cost-sensitive customers.
First Wave of 2nm Products Expected by 2026
With infrastructure nearly complete and customer engagement underway, the first wave of 2nm chips is expected to hit the market by 2026, with Apple likely leading the charge. The A20 chip, built on TSMC’s 2nm node, is anticipated to deliver substantial improvements in performance and power efficiency over its predecessors.
The successful rollout of 2nm will further solidify TSMC’s dominance in advanced semiconductor manufacturing, as the company continues to maintain its technological edge over global competitors.
