Apple secures half of TSMC’s cutting-edge 2nm chip capacity

Chipmaker TSMC, a major Apple supplier, is expected to begin full-scale production of cutting-edge 2nm chips by late this year, with Apple reportedly securing nearly half of the total production capacity.
Malcolm Owen for AppleInsider:
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According to DigiTimes on Wednesday, TSMC is going to keep to its schedule of mass-producing 2-nanometer process chips in the fourth quarter of 2025. To match, it has been increasing its production capacity in the Baoshan and Kaohsiung plants, and expects for all of its availability to be fully used until the end of 2026.
The initial clients that will benefit from the 2-nanometer process includes Apple, AMD, Broadcom, Intel, MediaTek, and Qualcomm. Production will increase for the six companies throughout 2026, with Nvidia and others joining the roster in 2027.
Of the initial capacity, Apple is said to remain TSMC’s main focus. Insiders say Apple has managed to secure almost half of the total available capacity, with Qualcomm the second biggest client.

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