News
TSMC to start 2nm mass production at two Taiwan fabs in Q4 2025
Monday, December 29, 2025 at 08:02 AM
TSMC is on track to begin mass production of its 2nm process technology at two facilities in Taiwan starting in the fourth quarter of 2025.
Context
TSMC is projected to begin booking revenue from its next-generation 2nm process by Q3 2026, following the historical ramp-up pattern of the current 3nm node. Despite significantly higher price points for these advanced wafers, demand from the high-performance computing and mobile sectors remains resilient. The shift to Gate-all-around (GAA) transistor architecture represents a critical milestone for the company’s technological roadmap and long-term earnings potential.
Driven by the global AI infrastructure boom, industry analysts expect the 2nm rollout to become the most successful launch in TSMC history, potentially eclipsing the record-breaking revenue curves of its 5nm and 3nm processes. Major clients like Apple and Nvidia are expected to anchor the initial capacity as they race to integrate more power-efficient silicon into next-generation hardware. This transition reinforces TSMC’s dominant market share in the leading-edge foundry space through the late 2020s.
Related Companies
TSMC
2330