TSMC is ramping up 2nm production, 100K monthly wafers by the end of 2026

TSMC is rapidly expanding the production of its most advanced nodes, with a new report from Economic Daily News outlining the company's existing production capabilities and where it expects to end up towards the end of 2026. Naturally, with the AI boom, demand for cutting-edge chips from companies like NVIDIA, AMD, and Broadcom is ramping up.

2

And with that, 3nm wafer production is expected to hit an impressive 180,000 wafers by Q4 2026. Even more impressive, or ambitious, is the word that TSMC is planning to reach 100,000 wafers for its 2nm production by the end of the year. With 2nm wafer production reportedly reaching around 50,000 to 60,000 in the first half of 2026, the 100,000 figure would effectively double what's currently being produced.

Although it represents the company's most advanced process, TSMC N2 (2nm) currently accounts for only 3% of the company's revenue, with its N3 (3nm) process accounting for around 30%, and the N5 (5nm) process leading with 33%.

TSMC N2 adoption will, of course, grow as the process powers Apple's A20 and A20 Pro SoCs expected to power the upcoming iPhone 18 series, on track for September. Qualcomm and MediaTek will also leverage TSMC's 2nm process for upcoming SoCs coming in 2027.

Frequently Asked Questions

TweakBot answers common questions about this news using TweakTown's own coverage from this page and related content from our archive. Tap a question to reveal the answer, or type your own below.

Question #1

What percentage of TSMC’s revenue does the N2 (2nm) process currently represent?

TSMC’s N2 (2nm) process currently accounts for 3% of the company’s revenue. The article notes N3 represents about 30% and N5 about 33% of revenue.

Answered

Question #2

Which upcoming Apple SoCs are reported to use TSMC’s N2 process?

The Apple A20 and A20 Pro SoCs are reported to use TSMC’s N2 (2nm) process. They are expected to power the upcoming iPhone 18 series, on track for September.

Answered

Question #3

Which data center GPUs are mentioned as leveraging TSMC’s 2nm technology?

The article states that AMD's Instinct MI450 GPU and NVIDIA's Rubin Ultra are leveraging TSMC's 2nm technology.

Answered

Have a question not listed here? Ask below and TweakBot will answer it.

Your questionAsk

Answering your question×

TweakBot is analyzing your question…

Could not get an answer

TweakBot is generating an answer

Read More

Was TweakBot helpful?Thanks for the feedback!

On the data center and AI side, AMD's Instinct MI450 GPU and NVIDIA's Rubin Ultra will leverage 2nm technology, so the 3% is merely a reminder that TSMC N2 is still ramping up as yields improve and its key customers begin to release products and hardware with the new technology.