TSMC 2nm Ramp Accelerates, With Peak Monthly Output Targeting 140,000 Wafers by End of 2026
TSMC is pushing an aggressive scale up for its 2nm node, with industry chatter in Taiwan now pointing to a peak monthly output of 140,000 wafers by the end of 2026, a number that would place it remarkably close to the kind of volume typically associated with far more mature nodes. The update comes via Liberty Times Net, which reports that TSMC began 2nm mass production in Q4 2025 and is now preparing for a rapid capacity ramp driven by the ongoing AI demand surge.
What makes the 140,000 wafers per month target particularly striking is the implied speed of execution. Liberty Times Net frames the move as 2nm approaching 3nm scale, with 3nm expected to expand to roughly 160,000 wafers per month by the end of 2025. In other words, TSMC is positioning 2nm to reach near flagship volume after roughly 1 year of mass production, which signals both strong demand pull and a high confidence production roadmap across fabs and tooling allocation.
On the platform side, the same report notes that TSMC has communicated that 2nm is tracking on schedule with solid yield performance, and that the ramp is expected to be accelerated by smartphone demand alongside high performance computing and AI applications in 2026. It also references the extended 2nm family roadmap, including N2P entering mass production in the second half of 2026, and A16 using a Super Power Rail structure aimed at power dense high performance computing workloads, also slated for the second half of 2026.
Capacity expansion is anchored by TSMC’s Fab 20 in Hsinchu and Fab 22 in Kaohsiung, with Kaohsiung positioned as a key 2nm manufacturing base. Liberty Times Net reports combined monthly output across the 2 sites is currently around 35,000 wafers, underscoring how large the remaining ramp must be to reach the end of 2026 peak target. The same report describes demand as strong across a broad customer set, with major names reportedly prioritizing TSMC for leading edge production.
For the gaming and PC hardware ecosystem, this matters even if 2nm is not immediately powering mainstream GPUs and CPUs. Leading edge capacity allocation influences the entire semiconductor stack, from packaging queues to equipment availability to pricing leverage, and it shapes how quickly next generation architectures can scale once they enter volume. In a cycle where AI demand is already pressurizing components like memory and advanced packaging, a faster 2nm ramp is one of the few levers that can eventually reduce systemic constraints, even if the relief reaches consumer markets later than data center deployments.
Do you think TSMC’s 2nm ramp to 140,000 wafers per month by end of 2026 will meaningfully ease supply pressure across the industry, or will AI demand simply absorb every new wafer that comes online?
