[News] TSMC’s 2nm Expansion in Full Swing, with Apple Reportedly Tipped as First Adopter in iPhone 18 Pro

Amid speculation about TSMC shifting its most advanced nodes to the U.S., the foundry giant is doubling down on Taiwan. According to Commercial Times, TSMC’s Baoshan plant in Hsinchu, a key 2nm hub, will begin accepting pre-orders for the second half of 2025 starting April 1. In addition, its Kaohsiung plant in Southern Taiwan, featuring 2nm as well, will hold an expansion ceremony on March 31.

Notably, as TSMC’s 2nm capacity ramps up by late 2025, with yield improving, Apple will use it for the A20 chip, likely in the iPhone 18 Pro, while other iPhone 18 models stick with N3P, as per Commercial Times.

Orders from Big Techs to Follow

According to Commercial Times, with Baoshan and Kaohsiung plants joining forces, TSMC’s 2nm capacity is expected to reach 50,000 wafers per month by year-end. Another Wccftech report notes that with both sites further ramping up, TSMC’s 2nm output could reach 80,000 wafers per month—enough to meet demand.

Therefore, the report indicates that after Apple’s A20 chip launches in the iPhone 18 (late 2026), AMD and Intel are expected to adopt TSMC’s 2nm for their CPUs, while AI and HPC adoption will likely begin with ASIC developers like Broadcom and AWS.

More Updates on 2nm

The Commercial Times report indicates that as TSMC gears up for 2nm mass production in 2H25, it will roll out its CyberShuttle service for 2nm at the Baoshan facility in Hsinchu by late April. As per TSMC, this is a prototyping service which lets multiple designs share tooling costs through a multi-project mask set.

A Liberty Times report notes that TSMC’s 2nm trial production yield had already exceeded 60%-70% by late 2024 and is expected to have improved significantly since then.

Read more

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• [News] TSMC Reportedly Sees CoWoS Order Surge, with NVIDIA Securing 70% of 2025 CoWoS-L Capacity

(Photo credit: TSMC)