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The Hsinchu and Kaohsiung plants in Taiwan serve as the primary facilities for 2nm wafer production, with a new report stating that full-scale manufacturing of this technology is expected to commence later this year. Before this phase, TSMC had achieved an impressive 60 percent yield during the trial production, and with both facilities operational, the semiconductor giant could churn out up to 50,000 monthly wafers, with the maximum capacity set at 80,000 units. We have mentioned that demand for 2nm chips is said to be higher than 3nm, and according to fresh estimates, TSMC can generate sales of $30.1 billion for both the third and fourth quarters of 2025.
Pilot production on 2nm technology at the Hsinchu plant has exceeded expectations, allowing TSMC to commence operations a quarter ahead of schedule
Since TSMC’s trial production yields were reported about a while ago, analyst Ming-Chi Kuo has stated that the current figure stands well above 60 percent, suggesting that the 2nm process has reached a stage where it is more than viable to commence proper production. According to Economic News Daily, both the Hsinchu and Kaohsiung will handle the imminent demand, with Dan Nystedt mentioning on X that each of these plants can bring in sales of NT$1 trillion, which converts into roughly $30.1 billion for both the third and fourth quarter of 2025.
We can assume that much of this revenue will be thanks to Apple, who is said to be preparing the A20 for the iPhone 18 launch that is scheduled to happen in the second half of 2026. However, we have learned that Qualcomm also intends to keep pace with the California-based titan, as it is rumored to unveil not one, but two SoCs that will be mass produced on TSMC’s 2nm process, of which one of them will likely be the Snapdragon 8 Elite Gen 2.
Perhaps the only competition TSMC has at this time is Samsung, who was previously reported to have achieved a 30 percent yield on its 2nm GAA process during the trial production run of the company’s Exynos 2600. Historically, TSMC might have been late in gravitating to the newer lithography, but it has always stood tall when maintaining consistent wafer output.
wccftech.com
Pilot production on 2nm technology at the Hsinchu plant has exceeded expectations, allowing TSMC to commence operations a quarter ahead of schedule
Since TSMC’s trial production yields were reported about a while ago, analyst Ming-Chi Kuo has stated that the current figure stands well above 60 percent, suggesting that the 2nm process has reached a stage where it is more than viable to commence proper production. According to Economic News Daily, both the Hsinchu and Kaohsiung will handle the imminent demand, with Dan Nystedt mentioning on X that each of these plants can bring in sales of NT$1 trillion, which converts into roughly $30.1 billion for both the third and fourth quarter of 2025.
We can assume that much of this revenue will be thanks to Apple, who is said to be preparing the A20 for the iPhone 18 launch that is scheduled to happen in the second half of 2026. However, we have learned that Qualcomm also intends to keep pace with the California-based titan, as it is rumored to unveil not one, but two SoCs that will be mass produced on TSMC’s 2nm process, of which one of them will likely be the Snapdragon 8 Elite Gen 2.
Perhaps the only competition TSMC has at this time is Samsung, who was previously reported to have achieved a 30 percent yield on its 2nm GAA process during the trial production run of the company’s Exynos 2600. Historically, TSMC might have been late in gravitating to the newer lithography, but it has always stood tall when maintaining consistent wafer output.
TSMC To Reportedly Begin Mass Production Of 2nm Wafers At Two Plants By The End Of This Year, A Plan That Is Estimated To Propel Sales To $30.1 Billion Each For Q3 & Q4
The latest estimates reveal that if TSMC kicks off 2nm mass production at two of its plants, it can generate $30.1 billion in sales for the last two quarters in 2025
wccftech.com