TSMC speeds up 2nm expansion after Apple, Nvidia and others raise orders

News Editor

2026-09-28 00:49:48

TSMC is moving faster on its 2nm family expansion after major chip customers increased their bookings, according to an Economic Daily News report cited by ChainCatcher. Apple, Nvidia, AMD, Qualcomm and MediaTek were named among the companies that recently added to their reservations for TSMC’s 2nm capacity, with increases ranging from 10% to 20% as demand for AI and high-performance computing grows. The report said the acceleration has pushed TSMC’s expansion pace ahead of earlier market expectations. Previous estimates had put monthly 2nm family capacity at around 90,000 to 100,000 wafers by the end of this year, with output reaching 110,000 to 140,000 wafers in 2027. Industry talk now points to a year-end run rate of 120,000 wafers per month, which would bring TSMC to its original 2027 target earlier than planned. The report also cited comments from TSMC Senior Vice President and Deputy Co-COO Kevin Zhang, who said at the company’s North America technology forum this year that five 2nm fabs would begin volume production in the same year for the first time, including two in Hsinchu and three in Kaohsiung. He said first-year 2nm wafer output would be 45% above the first year of 3nm in 2023, while 2nm capacity is set to post a 70% compound annual growth rate from 2026 to 2028.

TSMC is accelerating expansion of its 2nm family capacity after major customers stepped up orders, according to an Economic Daily News report cited by ChainCatcher. Apple, Nvidia, AMD, Qualcomm and MediaTek recently increased their reservations for TSMC’s 2nm family capacity by 10% to 20% as they push deeper into AI and high-performance computing.

TSMC does not comment on customer information or market speculation.

Capacity outlook moves higher

The market had previously estimated that TSMC’s 2nm family would reach monthly capacity of about 90,000 to 100,000 wafers by the end of this year. For 2027, projections had called for continued double-digit growth to roughly 110,000 to 140,000 wafers per month.

Industry sources cited in the report said strong follow-on orders from customers could push year-end monthly capacity to 120,000 wafers, allowing TSMC to hit its original 2027 target ahead of schedule.

Sources point to record-fast ramp

According to the report, sources said the speed and scale of new 2nm family capacity coming online are setting records in response to demand from Apple and non-Apple customers. The ramp is said to be well above the first-year pace seen in the 3nm family.

Kevin Zhang outlines the 2nm buildout

At TSMC’s North America technology forum this year, Senior Vice President and Deputy Co-COO Kevin Zhang said the company would have five 2nm fabs entering volume production in the same year for the first time, including two in Hsinchu and three in Kaohsiung, driven by strong demand from AI and related applications.

Zhang said first-year 2nm wafer output would be 45% higher than the first year of 3nm in 2023. He also said 2nm capacity would post a 70% compound annual growth rate from 2026 to 2028.

3nm expansion continues as well

TSMC’s 3nm operations are also expanding. The report said monthly 3nm capacity at TSMC’s Southern Taiwan Science Park site will approach 180,000 wafers in the fourth quarter this year. The company is also adding three new 3nm wafer fabs in Taiwan, Arizona in the United States, and Japan. Its second U.S. fab is scheduled to begin volume production in the second half of 2027.

This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan.

100

Disclaimer:

The market information, project data, and third-party content displayed on this platform are for industry information sharing only and do not constitute any form of investment advice or return commitment.

Cryptocurrency trading carries high risks. Users should fully assess their risk tolerance and make independent decisions. All profits, losses, and legal responsibilities are borne by the users themselves.