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According to Liberty Times, TSMC is expected to have four 2nm fabs running at full capacity next year, with a combined monthly output of 60,000 wafers. However, as Wccftech points out, while TSMC is preparing for full-scale 2nm production, the company reportedly has no plans to offer discounts to customers. Liberty Times, citing industry sources, notes that each 2nm wafer could be priced as high as USD 30,000, representing a 50 percent increase over 3nm wafer pricing.
Notably, Liberty Times also indicates that strong demand from AI-related customers has driven a higher number of 2nm tapeouts in the first two years compared to 3nm and 5nm during the same period. Nearly all major innovation-driven clients are collaborating with TSMC on 2nm, and the node is expected to support end products valued at up to USD 2.5 trillion globally within five years. As noted by Wccftech, Apple, Qualcomm, MediaTek, and others are expected to adopt the technology next year.
Wccftech states that TSMC began accepting 2nm orders in April, with trial production yields reaching 60 percent—signaling the company’s readiness for full-scale production. As highlighted by Liberty Times, TSMC’s 2nm trial yields have significantly outperformed Intel’s 18A and Samsung’s SF2 processes.
According to TrendForce, TSMC has initiated the transition to mass production for its 2nm node. With strong end-user demand and the substantial capital investment required for its advanced Gate-All-Around (GAA) architecture, customers should expect higher pricing. However, this could set the stage for price competition if rival foundries manage to scale production and improve yields at their U.S.-based facilities.
As for TSMC’s 3nm process, Liberty Times notes that it entered its third year of mass production in 2024, covering a range of versions including N3E, N3P, and N3X. TSMC estimates that total 3nm capacity will grow by over 60 percent this year. Even some automotive chips have begun production on the 3nm node and are already shipping, the report adds.
In Q2 2025, 3nm accounted for 24 percent of TSMC’s revenue, contributing roughly NTD 224 billion. That share is expected to rise in the second half of the year. Liberty Times adds that 2nm is likely to follow a similar production ramp-up curve as 3nm, but with even greater revenue and profit contributions due to its higher pricing.
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(Photo credit: TSMC)
