TSMC is in the pilot production and validation phase of its 2nm process in two Taiwan locations, Fab 20 in Hsinchu (BaoShan) and Fab 22 in Kaohsiung, media report, with the yield rate nearly at 70%. Mass production is expected by year-end, with output increasing by mid-2026. Capacity is fully sold out for 2026, and is seen at 100,000 wafers-per-month (wpm). 1/2 $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) $NVIDIA(NVDA.US) $AMD(AMD.US)
Source: Dan Nystedt
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