Overview
- TSMC confirmed that its 2nm (N2) technology entered volume production in 4Q25 at Fab 22 in Kaohsiung, describing it as the industry’s most advanced in density and energy efficiency.
- Reports from Korean media say Samsung has revised its Taylor, Texas plan to adopt 2nm GAA from the start and lifted its initial output target to roughly 50,000 wafers per month.
- Industry reports indicate Samsung is aiming for 2nm mass production in Texas by Q2 2026, positioning its early U.S. capacity to compete directly with TSMC.
- Separate reporting says TSMC plans to advance 3nm mass production at its Arizona Fab 2 to 2027, nearly a year earlier than previously expected.
- Coverage frames the foundry race around delivery and scale, with customers prioritizing how soon high‑performance chips can arrive and in what volumes.