Overview

• Industry reports say TSMC targets roughly 45,000–50,000 2nm wafers per month by late 2025, scaling to about 100,000 in 2026 and toward 200,000 by 2028 with Arizona capacity.
• Apple is described as the primary early customer with Qualcomm reportedly second in line, and analysts expect Apple’s A20 chips for the iPhone 18 generation in late 2026.
• Other major clients cited for the ramp include AMD, Broadcom, Intel and MediaTek through 2026, with Nvidia and additional companies expected to join in 2027.
• DigiTimes reporting pegs early 2nm wafer pricing near $30,000 per unit, underscoring the high initial cost structure for next‑generation chips.
• Mass production is slated to begin at TSMC’s Baoshan and Kaohsiung sites in Taiwan, following trial runs earlier this year that were reported at roughly 60% yield and are expected to improve.