TSMC seems to have been able to advance the yield of its productive capacity for the 2NM process, so it should start accepting orders on the first day of April. That is, soon we must see the large -scale production of the new components, with the first products coming in 2026. The information is not yet official, and comes from the China Times website.
Also according to the information on the Asian page, TSMC specific facilities focused on 2NM are in Kaohsiung and Baoshan, and in Kaohsung will happen until a production expansion ceremony on March 31. The first official wave of 2NM chips should be finalized in Baoshan in the last days of April.
Apparently, there is great demand for the new generation of TSMC lithography, with a “queue” of customers interested in the process. It is speculated that, as usual, Apple will be able to be the first by ordering 2NM chips for its A20 processor.
The Apple A20 should make its debut on the iPhone 18, scheduled for the second half of 2026. Thus, this is also the forecast for users to have products finished with 2nm components for the first time. In addition to Apple, other companies that would be in line for technology would be Intel, AMD, Broadcom and AWS (Amazon Web Services).
TSMC 2nm yield may have passed 60%
TSMC is expected to start orders soon in the 2NM process because there are reports that the company already gets a considerable yield with technology. Analysts estimate that the company is already over 60% in its 2nm chip production capacity.
According to rumors, TSMC would have passed the 60% barrier “weeks ago”, which means that the company should already be capable of large -scale manufacturing, which is why orders can start on the first day of April.
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It is estimated that facilities in Baoshan and Kaohsiung will be able to deliver a total of 80,000 wafers, so the company should reach its smaller estimate. Rumors say TSMC seeks to reach 50,000 wafers for 2nm per month by the end of 2025.
Fonte: WCCFTech
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Source: https://www.adrenaline.com.br/hardware/tsmc-deve-comecar-a-receber-encomendas-para-chips-de-2nm-em-1-de-abril-rumor/
