TSMC to Start 2nm Wafer Orders on April 1

According to reports, TSMC will start accepting 2nm process orders on April 1, with demand surpassing that of the 3nm wafers. Many clients have already queued up, eager to secure the first batch of production capacity.

TSMC currently operates two factories dedicated to increasing the output of 2nm wafers: the Kaohsiung and Baoshan facilities. A ceremony to mark the expansion of production will be held in Kaohsiung on March 31, with the first products expected to arrive at the Baoshan plant in Hsinchu by the end of April. The 2nm process bookings will open on April 1, with Apple being the first company to secure orders from the initial batch.

Apple will leverage TSMC's 2nm process to manufacture the A20 chip, which is customized for the iPhone 18 series, expected to launch in the second half of 2026. Other clients, including AMD, Intel, Broadcom, and AWS, are also awaiting their chance to secure 2nm process orders from TSMC.

Reports indicate that TSMC aims to achieve a monthly production of 50,000 wafers by the end of 2025, with both the Kaohsiung and Baoshan factories fully operational. Although industry analysts predict the cost per wafer could reach $30,000, TSMC plans to introduce a new "CyberShuttle" service before April to help lower costs for clients. This service will allow clients to evaluate their chips on the same test wafer, reducing unnecessary expenses.