How much could TSMC's 2nm monthly capacity reach by the end of 2026?

EDN reported, citing industry sources, that TSMC's monthly 2nm capacity could reach about 120,000 wafers by the end of 2026, ahead of earlier expectations for 90,000 to 100,000 wafers.

Which companies have increased orders for TSMC's 2nm capacity?

Apple, Nvidia, AMD, Qualcomm and MediaTek have recently raised orders for TSMC's 2nm family capacity by 10% to 20%, according to the report.

How does TSMC's 2nm first-year output compare with 3nm?

TSMC senior vice president Hou Yung-ching said 2nm wafer output in its first year would be 45% higher than the first-year output of 3nm in 2023.

AI Stocks & MarketsYahoo Finance AI2h agoSep 28, 2026, 13:01 JST

TSMC 2nm capacity seen at 120,000 wafers by end-2026, EDN reports

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3 Key Points

What happened
TSMC's monthly 2nm capacity could reach about 120,000 wafers by the end of 2026, ahead of earlier expectations for 90,000 to 100,000 wafers, EDN reported, citing industry sources.
Why it matters
The revised estimate points to stronger-than-expected demand for the newest chipmaking process, suggesting capacity plans may still undershoot orders.
What to watch
The forecast is a projection based on industry sources, so it hinges on whether the five 2nm fabs TSMC is bringing online this year ramp as planned. Watch the 70% compound annual capacity growth EDN cited for 2026 to 2028.

WHO IT HITSChip designers and hardware product teams that depend on leading-edge foundry capacity may need to reassess supply assumptions, while equipment and materials suppliers tied to TSMC's 2nm ramp could see shifting order patterns.

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Context & Analysis

TSMC is accelerating its most advanced manufacturing node as AI and high-performance computing customers place larger orders. The company is bringing five 2nm fabs online this year — two in Hsinchu and three in Kaohsiung — a build-out that underpins the raised capacity estimate.

Hou Yung-ching's comparison with 3nm is notable: first-year 2nm output is put at 45% above 3nm's first-year output in 2023, and capacity is expected to grow at a compound annual rate of 70% from 2026 to 2028. Those figures suggest TSMC sees the current demand wave as more than a short-term spike.

The revised forecast, however, rests on industry sources and on the fabs ramping as planned. How much of the upside materializes — and whether it translates into pricing power or simply meets pent-up orders — is likely to show up in TSMC's capacity disclosures over the coming quarters.

FAQ

How much could TSMC's 2nm monthly capacity reach by the end of 2026?: EDN reported, citing industry sources, that TSMC's monthly 2nm capacity could reach about 120,000 wafers by the end of 2026, ahead of earlier expectations for 90,000 to 100,000 wafers.
Which companies have increased orders for TSMC's 2nm capacity?: Apple, Nvidia, AMD, Qualcomm and MediaTek have recently raised orders for TSMC's 2nm family capacity by 10% to 20%, according to the report.
How does TSMC's 2nm first-year output compare with 3nm?: TSMC senior vice president Hou Yung-ching said 2nm wafer output in its first year would be 45% higher than the first-year output of 3nm in 2023.

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