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TSMC Accelerates 2nm Node: Record Demand Ahead of Production
With Apple, NVIDIA and AMD among the first customers, the new manufacturing process promises energy efficiency and superior performance compared to previous generations
Isabella V6 May 2025
TSMC is preparing for mass production of the 2nm (N2) node by the end of 2025, with higher demand than previous nodes. Customers such as Apple, NVIDIA, and AMD are ready to adopt this advanced technology.
Key Points:
- Mass production of the 2nm node expected in Q4 2025.
- Higher demand than previous nodes, with Apple as the first customer.
- Improved performance by 10-15% and reduced power consumption by up to 35%.
- Expanded production capacity to 130,000 wafers per month by 2026.
TSMC, a leading global semiconductor manufacturer, is rapidly advancing the development of its 2nm (N2) technology node, aiming to start mass production in Q4 2025 at its Hsinchu and Kaohsiung facilities in Taiwan. Demand for the new technology has already surpassed that of previous nodes, with Apple confirmed as the first customer, followed by companies such as NVIDIA, AMD, MediaTek, Intel and Broadcom. The N2 node introduces GAAFET (Gate-All-Around) transistors with nanosheet architecture, offering a 10-15% performance improvement and a 25-35% reduction in power consumption compared to the N3E node. Transistor density increases by 15%, enabling greater integration and efficiency. TSMC plans to reach a production capacity of more than 50,000 wafers per month by the end of 2025, with an expansion to 120,000-130,000 wafers per month by 2026, thanks to the expansion of existing facilities and the construction of new factories. The company also announced that the N2P technology, an extension of the N2 node, will enter mass production in the second half of 2026, offering further improvements in performance and power consumption. With the adoption of this technology by major industry players, TSMC is solidifying its leadership position in the advanced semiconductor market.
The transition to the 2nm node represents a significant step in the evolution of semiconductor technology, with important implications for the entire technology industry.