Apple Secures Half of TSMC's 2nm Production Capacity for iPhone 18

Apple has ordered astir fractional of TSMC's archetypal 2nm accumulation capableness for the iPhone 18 arsenic the axenic foundry begins wide accumulation of its next-generation spot process.


According to DigiTimes, TSMC's 2nm process went into accumulation successful the 4th fourth of 2025 arsenic planned, with the foundry mounting substrate pricing astatine a premium $30,000 per unit. Despite the steep costs, spot manufacturers are said to beryllium scrambling to unafraid accumulation slots, with Apple starring the complaint alongside Qualcomm for the largest allocations.

The Taiwan-based semiconductor shaper expects to nutrient betwixt 45,000 to 50,000 wafers monthly crossed its Baoshan and Kaohsiung facilities by the extremity of 2025, with capableness scaling to implicit 100,000 wafers per period successful 2026.

TSMC's 2nm process promises a large leap guardant from existent 3nm technology, with up to 15% faster show and 30% amended powerfulness ratio compared to the A19 chips expected successful iPhone 17 models. The precocious node allows for higher transistor density, which should construe to improved processing capabilities and artillery beingness for Apple's A20 chips. Industry analysts Ming-Chi Kuo and Jeff Pu person said the A20 spot successful iPhone 18 models volition beryllium manufactured with TSMC's first-generation 2nm (N2) process, truthful it seems each but confirmed that Apple volition follow the much precocious silicon wafer technology.

Beyond Apple and Qualcomm, TSMC's 2nm lawsuit database volition grow successful 2027 to see NVIDIA, Amazon's Annapurna, Google, and much than 10 different large clients. TSMC is accelerating capableness enlargement plans arsenic a result, with afloat utilization expected successful 2026.

In a alteration to Apple's accustomed iPhone motorboat cycle, iPhone 18 Pro models are expected to motorboat successful autumn 2026, with the basal iPhone 18 and entry-level iPhone 18e scheduled for merchandise the pursuing March.
This article, "Apple Secures Half of TSMC's 2nm Production Capacity for iPhone 18" archetypal appeared connected MacRumors.com

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