TSMC is preparing to start mass production of 4nm chips at its Arizona factory, and plans to produce 2nm chips in Taiwan are well underway. Taiwanese media Economic Daily reported that TSMC has completed limited risk production of about 5,000 pieces using the 2nm process at the Baoshan factory in Hsinchu Science Park.
Why it matters: TSMC’s 2nm process represents another leap forward in semiconductor technology, essential to powering next-generation devices with higher efficiency and higher performance.
Details: The 2nm process has shown promising results and is on track for mass production scheduled for 2025, the Economic Daily report said.
TSMC plans to expand 2nm production at its Baoshan and Kaohsiung factories. TSMC Chairman CC Wei said in a recent earnings call that high performance computing (HPC) is driving the transition to chiplet designs, but will not impact 2nm adoption. He claimed that increased customer interest in 2nm will drive demand to exceed demand for 3nm, resulting in increased production capacity for 2nm. TSMC introduced N2P process technology as an extension of its 2nm family designed to support smartphone and high performance computing (HPC) applications. According to the report, mass production is expected to begin in the second half of 2026. According to Chinese media Icsmart, the N2 (2nm) process can reduce power consumption by 24-35% or improve performance by 15% at the same voltage, and the transistor density is 1.15 times higher than the 3nm generation. These advances are primarily achieved through TSMC’s new Gate-All-Around (GAA) nanosheet transistor and N2 NanoFlex designs.
Background: Citigroup analysts are optimistic that NVIDIA’s AI-related revenue growth drive could help the U.S. semiconductor giant overtake Apple to become TSMC’s largest customer by the end of 2025. . Apple currently accounts for about 25.2% of TSMC’s revenue, while NVIDIA’s share is about 25.2%. 10.1%, according to supply chain stakeholders.
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