Apple has reserved more than half of TSMC's 2nm chip production capacity in 2026, further strengthening its leading position in the world's most advanced semiconductor technology competition. This move highlights the explosive growth in demand for TSMC's cutting-edge manufacturing processes, and has also caused rivals Nvidia, Qualcomm, and Amazon to face the challenge of tight production capacity. TSMC plans to start mass production of 2 nanometer chips in the fourth quarter of 2025, with an initial monthly production capacity of about 45,000 to 50,000 wafers, and to over 100,000 wafers in 2026. However, even so, it is still not possible to fully meet the needs of major customers. While attending an event in Taiwan recently, Nvidia CEO Huang Renxun said bluntly: “Without TSMC, there would be no Nvidia,” and has officially requested an increase in wafer supply. Apple continues its “one step ahead” strategy. Previously, it had taken the lead in locking in TSMC's 5 nm and 3 nm production capacity, and now it will monopolize 2 nm. Apple plans to use this process in the iPhone 18 series A20 chip, MacBook M6 processor, and Vision Pro headset R2 chip to be launched in 2026. 2nm technology can achieve about 15% performance improvement and 30% improvement in energy efficiency compared to 3nm, but TSMC has informed customers that the price of 2nm wafers will be at least 50% higher than 3nm, and the cost of the flagship chip may reach $280 per chip. TSMC's October revenue was approximately US$11.87 billion, up 16.9% year on year, mainly driven by demand for AI chips. All of its 3 nm and 5 nm production lines are scheduled for production until the end of 2026, indicating that competition for global high-end wafer production capacity is becoming increasingly heated.

Apple has reserved more than half of TSMC's 2nm chip production capacity in 2026, further strengthening its leading position in the world's most advanced semiconductor technology competition. This move highlights the explosive growth in demand for TSMC's cutting-edge manufacturing processes, and has also caused rivals Nvidia, Qualcomm, and Amazon to face the challenge of tight production capacity. TSMC plans to start mass production of 2 nanometer chips in the fourth quarter of 2025, with an initial monthly production capacity of about 45,000 to 50,000 wafers, and to over 100,000 wafers in 2026. However, even so, it is still not possible to fully meet the needs of major customers. While attending an event in Taiwan recently, Nvidia CEO Huang Renxun said bluntly: “Without TSMC, there would be no Nvidia,” and has officially requested an increase in wafer supply. Apple continues its “one step ahead” strategy. Previously, it had taken the lead in locking in TSMC's 5 nm and 3 nm production capacity, and now it will monopolize 2 nm. Apple plans to use this process in the iPhone 18 series A20 chip, MacBook M6 processor, and Vision Pro headset R2 chip to be launched in 2026. 2nm technology can achieve about 15% performance improvement and 30% improvement in energy efficiency compared to 3nm, but TSMC has informed customers that the price of 2nm wafers will be at least 50% higher than 3nm, and the cost of the flagship chip may reach $280 per chip. TSMC's October revenue was approximately US$11.87 billion, up 16.9% year on year, mainly driven by demand for AI chips. All of its 3 nm and 5 nm production lines are scheduled for production until the end of 2026, indicating that competition for global high-end wafer production capacity is becoming increasingly heated.