The explosive demand for TSMC’s 2nm technology means that the semiconductor behemoth will take the next-generation node’s production output to new heights. According to the latest report, the maximum monthly output will reach 140,000 units by the end of this year, despite the fact that TSMC was previously reported to be experiencing a tight supply, forcing it to raise the prices of its cutting-edge process for four consecutive years. The company aims to address the surging demand with the construction of three facilities solely focused on 2nm production.
The progress with 2nm process is lightning-fast, with TSMC approaching 3nm’s monthly volume, which was estimated to reach 160,000 wafers by the end of 2025
The monthly production number for TSMC’s 2nm process is all over the place. Previously, we reported that the Taiwanese behemoth’s cumulative revenue for its next-generation node would surpass its 3nm and 5nm cumulative revenue in Q3 2026, with both the U.S. and Taiwan housing 10 facilities in the coming future. According to Liberty Times Net, the market’s estimated 100,000 monthly wafers will be surpassed by a new figure: 140,000 wafers, which TSMC aims to reach by the end of 2026.
What is impressive about this feat is that the 2nm process is expected to reach this number after just one year of officially entering mass production, nearly matching the 3nm’s maximum production limit of 160,000 wafers, which is expected to be reached by the end of 2025. Part of why TSMC can reach the new milestone with its 2nm process is that Apple has already been reported to have secured more than half of the initial capacity, leaving Qualcomm and MediaTek to switch to the slightly improved 2nm ‘N2P’ variant for the Snapdragon 8 Elite Gen 6 and Dimensity 9600, respectively.
Additionally, demand for AI chips is skyrocketing, which threatens to dislodge Apple as TSMC’s biggest customer for 2025. The Cupertino firm was reported to account for 24 percent of its chip partner’s revenue for 2024, with the new position being filled by High-Performing Computing clients. Also, TSMC’s progress with its 2nm node could be the reason why it has been highly expeditious with its 1.4nm process, also known as A14, as the semiconductor manufacturer has achieved ‘better than expected’ yields, indicating that risk production could start by 2027.
News Source: Liberty Times Net
About the author: Omar Sohail is a reporter and analyst for Wccftech's mobile section, specializing in the technology and business of the mobile industry. His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology.
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