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yesterday

Apple Reportedly Locks Up Majority of TSMC’s First 2nm Output as Mass Production Nears

TSMC is ramping N2 capacity toward 100,000 wafers a month in 2026 to satisfy surging early orders.

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Overview

  • Economic News Daily, cited by Wccftech, reports Apple has secured more than half of TSMC’s initial 2nm capacity, with the first batch booked at Baoshan and Kaohsiung slated for other clients.
  • TSMC’s 2nm node is slated to enter full-scale production in Q4 2025, with output goals of 40,000–50,000 wafers per month by year-end and nearly 100,000 per month in 2026.
  • MediaTek confirms a 2nm SoC tape-out and is reported to target mass production in the second half of 2025, with market availability likely in late 2026; the chip’s branding remains unconfirmed.
  • A Commercial Times report, relayed by iClarified, says Apple’s iPhone 18 Pro is expected to use a 2nm A20 chip and an in-house C2 modem, with future M6 Mac and R2 Vision Pro processors also moving to 2nm.
  • TSMC executives say N2 introduces nanosheet (GAA) transistors that improve efficiency and performance, and the company is investing in ecosystem support, including a service center planned for Pingtung in 2027.