TSMC accelerates 2nm expansion, monthly production capacity may reach 120,000 wafers by the end of the year

Media reports citing industry sources state that as major clients such as Apple, NVIDIA, AMD, Qualcomm, and MediaTek increase orders by 10%-20%, TSMC is accelerating the expansion of its 2-nanometer chip production capacity. According to the reports, TSMC's monthly production capacity for 2-nanometer chips may reach 120,000 units by the end of the year, higher than the previous market estimate of 90,000 to 100,000 units. The original target for 2-nanometer chip capacity in 2027 will also be achieved ahead of schedule.