Demand is skyrocketing for TSMC and its 2nm chips: the company’s production capacity is already sold out and will remain so until 2026, with Apple among the top customers.
The Taiwanese giant TSMC is preparing to officially enter the era of 2-nanometer chips, confirming once again its position as the world leader in advanced semiconductor manufacturing. According to recent reports, the two production sites dedicated to this new technology — located in Hsinchu and Kaohsiung — are fully booked through 2026, proving the huge demand from major global tech companies.
Pilot production of 2nm wafers is already underway, while mass production is expected to start by the end of 2025. TSMC’s goal is to reach an impressive capacity of 100,000 wafers per month next year, with a current yield rate of 70%.
Analysts’ Insights
Analyst Ming-Chi Kuo noted that TSMC’s results already exceed those of previous generations, and that the new N2 process represents the first step toward further evolution, to be followed by the even more efficient N2P version.
Meanwhile, the company’s advanced packaging capacity is also fully booked, with production expected to reach 150,000 wafers per month by 2026. Despite high prices — around $30,000 per wafer — demand remains extremely strong. Among TSMC’s main clients, Apple stands out for reportedly reserving over half of the initial 2nm production capacity, gaining a strategic advantage over rivals like Qualcomm and MediaTek.
The high cost appears justified when compared to the rising prices of 3nm technologies: N3E and N3P are expected to cost $25,000 and $27,000 per wafer, respectively. With the next generation of chips, manufacturers aim to further improve energy efficiency and performance, key factors for future mobile devices, computers, and AI systems.
With its production fully booked and a high-profile customer portfolio, TSMC continues to stand as a cornerstone of the global tech industry, leading the transition toward a new era of more powerful, efficient, and advanced microprocessors.
