Overview
- TSMC confirmed that its 2nm (N2) technology entered volume production in 4Q25 at Fab 22 in Kaohsiung, describing gains in density and energy efficiency using nanosheet transistors.
- Korean media reports say Samsung has shifted its Taylor, Texas foundry plan from 4nm to 2nm GAA, a change not yet announced by the company.
- Those reports add that Samsung raised its initial 2nm target from 20,000 to 50,000 wafers per month and is aiming for mass production by Q2 2026, though timing and yields remain uncertain.
- Separate industry reporting indicates TSMC now expects 3nm mass production at its Arizona Fab 2 in 2027, nearly a year earlier than previously anticipated.
- Media accounts cite large customer demand and U.S. onshoring goals, including a reported multibillion‑dollar Tesla order for Samsung and TSMC’s expansive U.S. investment plans.