Apple Secures Nearly Half of TSMC's 2nm Chip Production Ahead of 2025 Ramp-Up [Report]

A new report from DigiTimes says Apple supplier TSMC is on track to begin volume production of its 2-nanometer chips in the fourth quarter of 2025. Apple is expected to be both the first and the largest customer for the new technology.

Industry sources indicate that the company has secured close to half of TSMC's initial 2nm output, with Qualcomm next in line. Other major chipmakers — AMD, MediaTek, Broadcom, and Intel — have also reserved capacity despite the premium price of around $30,000 per wafer.

Initial production will come from TSMC's Baoshan (Fab20) and Kaohsiung (Fab22) sites in Taiwan, which together are planned to reach 45,000 to 50,000 wafers per month by the end of 2025. Output is expected to climb past 100,000 wafers per month in 2026, and by 2028 monthly capacity could exceed 200,000 wafers as the Arizona Fab21 expansion comes online. TSMC expects U.S. customers to account for more than 80% of revenue at that stage, reflecting strong demand for AI and high-performance computing chips that continues to keep its 5nm, 4nm, and 3nm lines fully loaded.


While Apple and its closest rivals will dominate early orders, the customer base will expand further in 2027. NVIDIA, Amazon's Annapurna Labs, Google, Marvell, Bitmain, and more than ten additional companies are expected to bring 2nm products into mass production. Apple will remain the top customer, but other U.S. chipmakers are forecast to increase their share of output as adoption broadens.

Concerns over security have grown as the launch approaches. TSMC recently let go of several employees after uncovering an alleged attempt to steal 2nm trade secrets, a reminder of how closely guarded the technology has become.

Apple is expected to roll out the first products built on the node in 2026. The A20 chip is believed to be headed for the iPhone 18 Pro and the company's first foldable iPhone, while TSMC's roadmap points to an N2P and A16 (1.6nm) upgrade in the second half of that year. A 1.4nm process, known as A14, is scheduled to follow in 2028.

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