TSMC sees higher demand for its new 2nm chips than for past versions. This high interest comes before mass production even starts. The company achieved low defect rates quickly, making the chips ready for market ahead of schedule. These chips use new nanosheet parts that help makers choose between speed and battery life. They run 10-15% faster than current 3nm chips.
Apple leads the customer list and might use these chips in the iPhone 18 models. NVIDIA plans to add them to Vera Rubin products. AMD became the first to announce plans for these chips in their Zen 6 Venice processors. All major tech companies want these chips, creating more demand than supply at first. TSMC will make about 50,000 wafers this year and three times more by 2027 as it grows its Taiwan factories.
Apple leads the customer list and might use these chips in the iPhone 18 models. NVIDIA plans to add them to Vera Rubin products. AMD became the first to announce plans for these chips in their Zen 6 Venice processors. All major tech companies want these chips, creating more demand than supply at first. TSMC will make about 50,000 wafers this year and three times more by 2027 as it grows its Taiwan factories.
