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TSMC 2nm chip monthly capacity may reach 120,000 wafers by year-end, surpassing market estimates
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According to a report citing industry sources, Taiwan Semiconductor Manufacturing Company (TSMC) is accelerating its 2-nanometer chip production expansion as major clients including Apple, Nvidia, AMD, Qualcomm, and MediaTek increase orders by 10% to 20%. The report states that TSMC's monthly capacity for 2nm chips could reach 120,000 wafers by the end of this year, surpassing earlier market estimates of 90,000 to 100,000 wafers. The original target for 2nm capacity, previously set for 2027, is expected to be achieved ahead of schedule. The information was reported by Jin10 Data on September 28, citing industry sources.
Source report
September 28 (Jin10 Data) — According to industry sources cited by media reports, TSMC is ramping up its 2-nanometer chip capacity expansion as key clients—including Apple, Nvidia, AMD, Qualcomm, and MediaTek—increase their orders by 10% to 20%.
The report indicates that TSMC's monthly production capacity for 2nm chips could reach 120,000 wafers by the end of this year, surpassing earlier market estimates of 90,000 to 100,000 wafers. Additionally, the original target for 2nm chip capacity, previously set for 2027, is expected to be achieved ahead of schedule.
Source
金十数据Neutral / independent
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TSMC accelerates 2nm chip capacity to 120,000 wafers monthly by year-end, sources say