According to the latest rumors, Apple is slated to use TSMC’s 2nm process for its upcoming A20 chip, expected to power the iPhone 18 series.Now, a new report details the chipmaker’s roadmap for bringing the chip into mass production, and the industry-wide rush to secure an early supply.As reported by , citing supply chain sources, TSMC is set to ramp up its 2nm process in the next quarter, and has been charging up to $30,000 per wafer, a record high.
Still, demand has never been higher, with Apple alone securing “nearly half” of production.In order to meet this demand, says that TSMC has raised the planned monthly production capacity at its Baoshan and Kaohsiung fabs.Furthermore, with 4nm and 3nm production already fully booked through the end of 2026, the company’s profitability is expected to exceed prior expectations, even in the face of trade challenges such as tariffs, exchange-rate swings, and rising costs.
From the report: The report says that while Apple is slated to snatch nearly half of TSMC’s 2nm chips, Qualcomm comes in second, followed by AMD, MediaTek, Broadcom, and even Intel, in no particular order.It also says that by 2027, “in addition to NVIDIA, customers entering mass production will include Amazon’s Annapurna, Google, Marvell, Bitmain, and more than 10 other major players.” Finally, the report also claims that Apple will remain TSMC’s primary 2nm customer even as more companies adopt the process in 2027, with adoption in the first two years surpassing what the foundry saw at the 3nm and 5nm generations.Accessory deals on Amazon Apple AirTag 4 Pack, 29% off Apple AirTag, 21% off Beats USB-C to USB-C Woven Short Cable, 19% off Wireless CarPlay adapter, $10 off You’re reading 9to5Mac — experts who break news about Apple and its surrounding ecosystem, day after day.
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