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TSMC To Start Accepting 2nm Wafer Orders From April 1, New Report States That Monthly Production Output Target Is 50,000 Units By The End Of The Year

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The progress of TSMC’s 2nm technology has been mentioned numerous times, with the Taiwanese semiconductor titan said to have reached an impressive milestone by registering a 60 percent yield of its next-generation manufacturing process. Now, according to the latest report, the company might be entering full-scale production soon because it will start accepting orders for its 2nm node from April 1. With demand said to be higher than what it was for 3nm wafers, a multitude of customers should be waiting in line, attempting to obtain the first batch.

Apple likely to be TSMC’s first customer for its 2nm wafers, with the company said to launch the A20 for its iPhone 18 family in the second half of 2026

There are currently two facilities laser-focused on ramping up production for 2nm wafers; Kaohsiung and Baoshan. According to the China Times, a production expansion ceremony will be held in Kaohsiung on March 31, with the first batch arriving at Baoshan, Hsinchu, in late April. Reservations for cutting-edge technology will open on April 1, with Apple seemingly the first customer to secure the first batch since we have historically monitored this trend.

The Cupertino giant will leverage this manufacturing process for its A20, which is said to be tailor-made for the iPhone 18 series that is expected to launch in the second half of 2026. However, the report mentions that various customers such as AMD, Intel, Broadcom, and AWS will be lined up for TSMC’s 2nm node. The company is reportedly targeting a 50,000-monthly wafer production output by the end of 2025, and this figure has been reported once previously.

The only condition was that both of TSMC’s Kaohsiung and Baoshan plants had to be fully operational, with the semiconductor manufacturer also possessing the ability to reach 80,000 units during the same timeline. While industry watchers believe that each wafer will cost $30,000, TSMC intends to lower the cost for its clients by commencing a ‘CyberShuttle’ service by April. This technology allows customers to evaluate their chips on the same test wafer to help reduce unnecessary overhead.

Given TSMC’s ambitious plans, it is almost certain that we should see the first 2nm products arrive in 2026 and get a glimpse into the performance and efficiency improvements from Apple’s A20, along with other products, so stay tuned for more updates.

 
What will be the first Apple product to get N2 silicon? Next year's iPhone or something sooner?

Looking at it from a timing point of view, I suspect it’s their iPhones first. TSMC is not likely ahead of -1.6Q on N2’s D0 lifecycle.

Apple probably won't waste any time, since wafer start to product release may be longer than normal, due to at least geopolitics.
 
Looking at it from a timing point of view, I suspect it’s their iPhones first. TSMC is not likely ahead of -1.6Q on N2’s D0 lifecycle.

Apple probably won't waste any time, since wafer start to product release may be longer than normal, due to at least geopolitics.

What this news also indicates is that C.C. Wei just pulled another rabbit, in that “volume production of N2 within 2H25” was, I think, anticipated to be closer to the end of 2H25.

SURPRISE 🎉 they’re at the beginning.

Seems like this puts added pressure on Intel’s 14A, since speculation was that since TSMC has the ~2nm market all to themselves, that 18A was a “show me” node and Intel would use it to add clients to 14A. Intel surely feels more pressure to compress their roadmap.
 
What this news also indicates is that C.C. Wei just pulled another rabbit, in that “volume production of N2 within 2H25” was, I think, anticipated to be closer to the end of 2H25.

SURPRISE 🎉 they’re at the beginning.

Seems like this puts added pressure on Intel’s 14A, since speculation was that since TSMC has the ~2nm market all to themselves, that 18A was a “show me” node and Intel would use it to add clients to 14A. Intel surely feels more pressure to compress their roadmap.

It will be interesting to see what TSMC has to say about 16A next month. I will be reporting live from the event. Exciting times!
 
If we think Intel and TSMC are in a race, lets track actual foundry revenue from 18A vs N2 in then next 4 quarters. Predictions and models today are not worth arguing about. Actuals matter. I think Vegas is taking bets on revenue and margins for the two processes :ROFLMAO::LOL:
 
If we think Intel and TSMC are in a race, lets track actual foundry revenue from 18A vs N2 in then next 4 quarters. Predictions and models today are not worth arguing about. Actuals matter. I think Vegas is taking bets on revenue and margins for the two processes :ROFLMAO::LOL:

18A - $2B, 30%
2nm - $9B, 35%
 
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