TSMC Accelerates 2nm Capacity Expansion Amid Surging AI Demand

TSMC is accelerating its 2nm production capacity to meet a 10% to 20% increase in orders from major clients including Apple, Nvidia, AMD, Qualcomm, and MediaTek. Industry reports suggest that monthly capacity for the 2nm family is expected to reach 120,000 wafers by the end of this year, hitting a 2027 target ahead of schedule. TSMC senior vice president Kevin Zhang (侯永清) previously stated that five 2nm plants—two in Hsinchu and three in Kaohsiung—are set to ramp up production this year to address strong AI demand, with 2nm output projected to grow at a 70% compound annual rate from 2026 to 2028.