TSMC eyes 200000 wafer milestone for 2 nm chips as Apple, NVIDIA drive demand

TSMC may escalate its 2-nanometer wafer production to 200,000 monthly units by 2027, driven by robust market demand from tech giants like Apple, NVIDIA, and Intel. Industry sources from Taiwan suggest the semiconductor manufacturer will incrementally expand capacity, starting with 40,000 wafers per month by late 2025. Projections indicate potential production increases to 100,000 wafers monthly by 2026 and potentially doubling to 200,000 by 2027's conclusion. The anticipated growth hinges on customer requirements, with Apple receiving initial high-end chip batches before other manufacturers. TSMC remains the sole global foundry producing 2-nanometer chips with consistently high manufacturing yields, maintaining its competitive edge over rivals like Samsung in the contract chip manufacturing market.