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According to information obtained by DigiTimes, Apple has reportedly reserved nearly half of TSMC’s 2nm production capacity, which will first be deployed in the A20 processor powering the iPhone 18 series in 2026. This move not only underscores Apple’s determination to maintain its leadership in semiconductor process technology but also highlights TSMC’s pivotal role in the global chip supply chain.
TSMC has confirmed that volume production of its 2nm (N2) process will begin as scheduled in Q4 2025, with initial fabs located in Hsinchu Baoshan and Kaohsiung. Monthly output is expected to reach 45,000–50,000 wafers, with plans to scale capacity beyond 100,000 wafers per month by 2026. Leveraging an advanced backside power delivery architecture, the 2nm process promises a 15% performance uplift and 30% power efficiency improvement over the current 3nm node.
Apple has long been TSMC’s premier launch customer for advanced nodes, and by securing such a large share of capacity, it ensures that the A20 processor will be available in sufficient volume for the iPhone 18 lineup. Despite wafer pricing of up to $30,000 per substrate, Apple—alongside Qualcomm—has aggressively secured production slots, demonstrating the intense competition for cutting-edge silicon.
While Apple and Qualcomm will be the first adopters of TSMC’s 2nm technology, the foundry has also mapped out plans to begin supplying chips to NVIDIA, Google, Amazon’s Annapurna Labs, and more than 10 other major firms starting in 2027. This signals that 2nm technology will rapidly proliferate across the industry within the next few years.
TSMC, in turn, is accelerating its capacity expansion and is projected to reach full utilization by 2026.
Notably, Apple is rumored to be adjusting the rollout schedule of the iPhone 18 series. The high-end iPhone 18 Pro models are still expected in the traditional fall 2026 launch window, but the standard iPhone 18 and entry-level iPhone 18e may be delayed until March 2027, aligning with Apple’s spring event. Analysts suggest this shift is intended to secure a more stable supply of 2nm processors—and may represent a strategic experiment in Apple’s product release cadence.
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- Apple chip manufacturer TSMC factories infect virus, several factories go offline
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- Intel CEO Hints at Exiting Advanced Chip Manufacturing Amid Cost Cuts
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