Some meaningful progress could be made by TSMC as far as its 2nm production goes, with an analyst believing that yields have crossed 60 percent
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.Exact yields were not mentioned, but analyst says that TSMC’s 60 percent figure on its 2nm trial production run was reported three months ago
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.
