Overview

• TSMC will begin accepting orders for its 2nm N2 node chips starting April 1, 2025, with mass production scheduled for later this year.
• Apple is expected to be the first customer, with its 2nm A20 chip likely powering the iPhone 18 series in 2026.
• Qualcomm is reportedly planning to release two 2nm-based chipsets in 2026, including a flagship Snapdragon 8 Elite Gen 3 processor.
• TSMC aims to produce 50,000 2nm wafers per week by the end of 2025, solidifying its leadership in advanced semiconductor manufacturing.
• Samsung continues to face challenges with its competing 2nm GAA process, reporting lower yields compared to TSMC's progress.