Apple Secures Half of TSMC's 2nm Production Capacity for iPhone 18
Apple has ordered almost half of TSMC's initial 2nm production capacity for the iPhone 18 as the pure foundry begins mass production of its next-generation chip process.
According to DigiTimes, TSMC's 2nm process went into production in the fourth quarter of 2025 as planned, with the foundry setting substrate pricing at a premium $30,000 per unit. Despite the steep costs, chip manufacturers are said to be scrambling to secure production slots, with Apple leading the charge alongside Qualcomm for the largest allocations.
The Taiwan-based semiconductor manufacturer expects to produce between 45,000 to 50,000 wafers monthly across its Baoshan and Kaohsiung facilities by the end of 2025, with capacity scaling to over 100,000 wafers per month in 2026.
TSMC's 2nm process promises a major leap forward from current 3nm technology, with up to 15% faster performance and 30% better power efficiency compared to the A19 chips expected in iPhone 17 models. The advanced node allows for higher transistor density, which should translate to improved processing capabilities and battery life for Apple's A20 chips. Industry analysts Ming-Chi Kuo and Jeff Pu have said the A20 chip in iPhone 18 models will be manufactured with TSMC's first-generation 2nm (N2) process, so it seems all but confirmed that Apple will adopt the more advanced silicon wafer technology.
Beyond Apple and Qualcomm, TSMC's 2nm customer list will expand in 2027 to include NVIDIA, Amazon's Annapurna, Google, and more than ten other major clients. TSMC is accelerating capacity expansion plans as a result, with full utilization expected in 2026.
In a change to Apple's usual iPhone launch cycle, iPhone 18 Pro models are expected to launch in fall 2026, with the base iPhone 18 and entry-level iPhone 18e scheduled for release the following March.
Popular Stories
Apple turns 50 this year, and its CEO Tim Cook has promised to celebrate the milestone. The big day falls on April 1, 2026.
"I've been unusually reflective lately about Apple because we have been working on what do we do to mark this moment," Cook told employees today, according to Bloomberg's Mark Gurman. "When you really stop and pause and think about the last 50 years, it makes your heart ...
Apple plans to announce the iPhone 17e on Thursday, February 19, according to Macwelt, the German equivalent of Macworld.
The report, citing industry sources, is available in English on Macworld.
Apple announced the iPhone 16e on Wednesday, February 19 last year, so the iPhone 17e would be unveiled exactly one year later if this rumor is accurate. It is quite uncommon for Apple to unveil...
In the iOS 26.4 update that's coming this spring, Apple will introduce a new version of Siri that's going to overhaul how we interact with the personal assistant and what it's able to do.
The iOS 26.4 version of Siri won't work like ChatGPT or Claude, but it will rely on large language models (LLMs) and has been updated from the ground up.
Upgraded Architecture
The next-generation...
While the iOS 26.3 Release Candidate is now available ahead of a public release, the first iOS 26.4 beta is likely still at least a week away. Following beta testing, iOS 26.4 will likely be released to the general public in March or April.
Below, we have recapped known or rumored iOS 26.3 and iOS 26.4 features so far.
iOS 26.3
iPhone to Android Transfer Tool
iOS 26.3 makes it easier...
The iPhone 18 Pro Max will feature a bigger battery for continued best-in-class battery life, according to a known Weibo leaker.
Citing supply chain information, the Weibo user known as "Digital Chat Station" said that the iPhone 18 Pro Max will have a battery capacity of 5,100 to 5,200 mAh. Combined with the efficiency improvements of the A20 Pro chip, made with TSMC's 2nm process, the...
