TSMC’s 2nm Trial Production Yields Are ‘Now Well Above’ 60 Percent, Claims Analyst, With Full-Scale Manufacturing Imminent As Company Attempts To Raise Wafer Count – Wccftech
A cloud of uncertainty is hovering around TSMC’s plan to quickly deliver the first batch of 2nm wafer shipments to its lucrative customers, and that all depends upon how quickly the semiconductor behemoth can ramp up those yields. According to the last report mentioning this specific number, the company’s trial production run on the bleeding-edge lithography had reached 60 percent, making it a significant milestone for the foundry while extending its lead against the competition. Now, one analyst believes that since those yield figures were mentioned weeks ago, the trial production phase has seen some improvements to the point that full-scale manufacturing is possible.The first customer of TSMC’s 2nm batch will likely be Apple, which is why TF International Securities analyst Ming-Chi Kuo mentioned in the post on X that the Cupertino giant’s iPhone 18 family, scheduled to arrive in the second half of 2026 will feature a chipset upgrade on the aforementioned lithography. Earlier, GF Securities’ analyst Jeff Pu predicted that the same silicon, chronologically referred to as the A20, will be mass produced on TSMC’s 3nm ‘N3P’ node. Thankfully, he amended his statement, and his beliefs now align with Kuo’s.Earlier, it was mentioned that not all iPhone 18 models will feature Apple’s 2nm A-series SoC because of mounting costs, but one can assume that this prediction was made based on TSMC’s previous progress on the cutting-edge technology. Since the 60 percent yields achieved on the 2nm trial production were recorded around three months, Kuo has reason to believe that the semiconductor manufacturer would have increased those yields enough to make production viable. It was mentioned that based on the current pace, TSMC has the capability to reach 50,000 2nm wafers by the end of 2025.With both its Baoshan and Kaohsiung facilities fully operational, that production figure could touch 80,000 units, which should be sufficient to sate the demand for the 2nm process. TSMC has also explored ways to bring down the cost of each wafer, which may encourage companies other than Apple to start placing orders. In April, the firm is said to kick off its ‘CyberShuttle’ service, allowing customers to evaluate their chips on the same test wafer and reduce costs. Hopefully, this step will encourage more clients to jump on the 2nm bandwagon, increasing TSMC’s grip on the foundry business.News Source: Ming-Chi KuoSome posts on wccftech.com may contain affiliate links. We are a participant in the Amazon Services LLC
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