According to reports, major companies such as Apple, Nvidia, AMD, Qualcomm, and MediaTek plan to reserve additional production capacity for the TSMC 2 nm family in the near future, with an increase of 10% to 20%. TSMC is speeding up the pace of expanding the production capacity of the 2 nm family to this end, and the progress is better than expected. The market originally estimated that by the end of this year, TSMC's 2nm family will have a monthly production capacity of about 90,000 to 100,000 tablets, and is expected to continue to grow in double digits in 2027, reaching 110,000 to 140,000 tablets. However, it was recently reported in the industry that due to active customer order tracking, TSMC is speeding up the expansion of the 2 nm family production capacity, and production capacity will sprint to 120,000 films by the end of this year, that is, the target set for 2027 will be completed ahead of schedule. In response, TSMC responded by “never commenting on customer information or market rumors.”

Zhitongcaijing · 1d ago
According to reports, major companies such as Apple, Nvidia, AMD, Qualcomm, and MediaTek plan to reserve additional production capacity for the TSMC 2 nm family in the near future, with an increase of 10% to 20%. TSMC is speeding up the pace of expanding the production capacity of the 2 nm family to this end, and the progress is better than expected. The market originally estimated that by the end of this year, TSMC's 2nm family will have a monthly production capacity of about 90,000 to 100,000 tablets, and is expected to continue to grow in double digits in 2027, reaching 110,000 to 140,000 tablets. However, it was recently reported in the industry that due to active customer order tracking, TSMC is speeding up the expansion of the 2 nm family production capacity, and production capacity will sprint to 120,000 films by the end of this year, that is, the target set for 2027 will be completed ahead of schedule. In response, TSMC responded by “never commenting on customer information or market rumors.”