March 29, 2024 — According to SEMI, TSMC and Intel are expected to complete the construction of 2nm or below fabs within 2024. TSMC is expected to add 67,500 8-inch wafers per month, while Intel is expected to add 202,500 wafers per month.
Intel is expected to be the first company in the foundry to commercialize 2nm chips. Intel’s PC processor Arrow Lake is the first chip built using the 2nm node.
Although TSMC’s production capacity this year is only one-third of Intel’s, its production capacity is expected to increase significantly once its main customer Apple applies 2nm to iPhone AP chips.
In addition, Samsung Electronics has previously stated that it expects to start 2nm production in 2025.