Overview

• Initial 2nm production is slated for TSMC’s Baoshan (Fab 20) and Kaohsiung (Fab 22) sites, targeting about 45,000 to 50,000 wafers per month by the end of 2025.
• Capacity is expected to surpass 100,000 wafers per month in 2026 and could approach 200,000 per month by 2028 as Arizona’s Fab 21 expansion comes online.
• TSMC has been charging roughly $30,000 per 2nm wafer, with reports indicating demand remains strong despite the premium pricing.
• Early customers include Qualcomm, AMD, MediaTek, Broadcom and Intel, with Nvidia and additional firms expected to enter mass production in 2027.
• Trade press reports also note TSMC dismissed employees after an alleged attempt to steal 2nm trade secrets.