TSMC Gears Up for Massive 2nm Production Surge, Poised to Break Industry Records by 2028

Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker, is preparing to elevate its 2nm (N2) process technology to record-breaking production levels, anticipating it to become a major revenue driver in the years to come. According to recent estimates from DigiTimes, the company aims to produce 200,000 wafers per month by 2028, surpassing the output levels of its current 3nm process and setting a new benchmark in semiconductor manufacturing.

In line with this scale-up, TSMC expects to begin mass production of its 2nm node in the second half of 2025, starting with an initial monthly capacity of 40,000 wafers. Despite the 2nm node being the most technologically advanced and cost-intensive process developed by TSMC to date, demand is projected to be more diversified and aggressive than previous nodes, largely due to the surging requirements from AI computing.

Companies like NVIDIA, AMD, xAI, Google, and Meta are reportedly among those eyeing the 2nm process for future AI and data center products. While NVIDIA's Blackwell Ultra and AMD's Instinct MI350 are expected to continue using the 3nm node, next-generation chips like AMD’s Instinct MI400 series or NVIDIA’s Rubin family could see the first commercial use of 2nm, despite the increased costs associated with integration.

The interest from ASIC developers, particularly for custom AI accelerators and edge inference solutions, is also driving expectations that 2nm will outperform even 3nm in total demand. TSMC, which continues to dominate the global foundry market amid slowdowns at Intel and Samsung, is in a prime position to capitalize on this momentum. This is particularly crucial as the company positions its N2 technology as the answer to the high-performance, energy-efficient needs of next-generation computing infrastructure.

A tweet by @Jukanlosreve also echoed the excitement surrounding this expansion, citing TSMC's roadmap and the anticipated jump in monthly wafer output by 2028.

With AI adoption across industries accelerating, and next-gen data centers demanding more powerful, efficient chips, TSMC’s 2nm process appears well on its way to becoming a cornerstone in advanced semiconductor manufacturing. The firm's strategic investments in capacity and R&D are poised to pay off as it continues to define the cutting edge of the chipmaking world.

Are you excited about the possibilities of 2nm tech in future AI and computing hardware? Will the cost be justified by the performance leap? Let us know your thoughts in the comments below.