TSMC wants to increase production from 2 nm to 120,000 wafers per month before the end of 2026

The 2 nanometer processors They are already on the market, and silicon manufacturers are stockpiling existing orders for this advanced manufacturing node. Since the Demand is much higher than expected for TSMCis expanding its manufacturing capacity to meet the increased number of orders. TSMC has set the goal of reaching the 120,000 wafers with their N2 node before the end of 2026.

TSMC to increase wafer production by 20% with its 2nm node

TSMC has set a new goal, expanding the initial capacity proposed at the beginning of last August. A 20% more which will take from the 100,000 wafers initially calculated to the 120,000 wafers to meet current demand. A demand capacity that has been increased by the demand of device manufacturers who want to add their processors with a 2nm technology.

At the moment, manufacturing with the TSMC N2 node It does not represent large revenues for the company, with approximately only 3% at the end of the second quarter. However, the node 3 nanometers is approximately 30% For the company, even 5 nanometers is the most profitable at 33%.

TSMC’s N2 node could increase its weight in revenue

But with the 2 nanometer node demandcoupled with the increase in wafer manufacturing by the end of the year, it is possible that these roles will change soon. It is expected that by the end of the third quarter the N2 node will have increased this percentage significantly. Additionally, TSMC has been increasing the price of this manufacturing node with its clients, something that will also help improve income with this most recent node.