Next year, a ton of companies will introduce the industry’s first 2nm chipsets, which only means that TSMC will gradually ramp up production, just a few months after it was reported that the manufacturer started accepting orders from April of this year. To help with this transition, the Taiwanese semiconductor giant will reportedly commence this process at four facilities, with the latest production figure estimated to be 60,000 monthly units. Unfortunately, it will be an expensive undertaking for any TSMC customer looking to gain a technological advantage in 2026.
Despite full-scale 2nm wafer production, TSMC is not expected to provide any discount to customers, with each unit estimated to be 50 percent more expensive than its 3nm node
With its 2nm yields at 60 percent during the trial production phase, TSMC is pretty much prepared to transition to full-scale production, with household names such as Apple, Qualcomm, MediaTek and others expected to take advantage of this technology next year. As reported by Liberty Times Net, with the details spotted by Dan Nystedt mentioning the four plants to be located in Kaohsiung and Hsinchu. The P1 facility is currently in the mass production phase with a 10,000 monthly wafer output.
As the P2 facility, the report mentions that the equipment is currently being installed, with pilot production expected to kick off in three to four months, and maximum capacity reaching 30,000 monthly units. As for the P1 plant located in Hsinchu, trial production is complete, with mass production starting soon, and lines are being set up at the P2 site. The combined monthly production of both of these facilities is estimated to reach between 30,000 and 35,000 units.
As mentioned above, the total output is expected to reach 60,000 units, but even at this figure, TSMC has not been mentioned to offer any discount to customers, meaning that every one of them would have to pay a whopping $30,000. To reduce the massive bill, TSMC was reported to have started its ‘CyberShuttle’ service in April, where customers like Apple can evaluate their silicon on the same test wafer to save costs. Fortunately, with Samsung announcing that its Exynos 2600 will be its first 2nm GAA SoC, its foundry rival could reduce the price tag if the Korean giant can ramp up production and boost its yields.
News Source: Liberty Times Net
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