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TSMC is making big steps towards its next generation 2Nm process node and industry demand is already exceeding expectations. Although mass production is not planned to begin by the end of 2025, a report by the Taiwanese Outlet Ctee reveals that chipmakers like Apple, Nvidia, AMD, Qualcomm, Media and Broadcom are already lined up for early access, signaling how important this technology will be in future devices.
Rumors suggest that Apple plans to approve 2NM chips for its iPhone 18 formation in 2026, while Nvidia is approaching the transition more conservatively as its platform of the next generation is expected to remain at the 3nm node.
What makes the 2NM node unique is the use of the transistor architecture of all -round gate (GAA), a departure from the finished design that has been the industry standard for multiple generations of chips. GAA is said to provide better control of the current flow and flow resulting in 15% higher performance and 30% lower energy consumption.
The company is reported to have entered the test production for its 2NM process at its fabrication factory in Baoshan, HSncu, with mass production set for Q4 2025 and a monthly production of 30,000 Wafers. Another fabrication structure in Kaohsiung is expected to begin mass production at Q1 2026 with the same monthly capacity. By 2027, TSMC plans to rail the total output of 2nm in its two countries at 120,000-130,000 wafers per month, reaching potentially 50,000 by the end of 2025 and 80,000 if the scaling progresses smoothly.
TSMC is also accelerating the expansion in four Fabs in Baoshan and three in Nanzi, Kaohsiung, with an investment of over $ 1.5 trillion NT (approximately $ 50 billion) to build the world’s largest semiconductor center. Whereas in the US, the TSMC facility in Arizona will present 2Nm and future processes 1.6nm (A16) by 2028.
Strong early demand suggests that 2nm chips may premium high -level premium equipment starting from the end of 2025 and beyond. While it may take time for the technology to be filtered into medium interval products, customers can expect large performance and efficiency profits from equipment powered by 2Nm silicone.
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