As competition in 2nm chip manufacturing intensifies, TSMC has set its 2nm wafer price at ~$30,000 per unit, with a "no discounts, no negotiations" policy for all clients. This is 50-66% higher than current 3nm prices.
TSMC plans to start 2nm trial production within 34 months, with initial monthly capacity of 30,000-35,000 wafers. It aims to expand to 60,000 monthly wafers by 2026 via four new factories. Initial yield is ~60%, with SRAM yield expected over 90% (mass production level).
The high pricing reflects both production costs and a strategy to focus limited initial capacity on "high-end demand" for maximum profit, targeting clients like Apple, NVIDIA, and AMD with HPC and AI needs.
Meanwhile, Samsung’s 2nm yield is ~40%, with slower stabilization. To rebuild tech credibility and attract clients, it uses lower prices and faster response. Its foundry division remains in quarterly losses, making big clients critical for stable revenue. It’s also working to restore trust in 3nm GAA tech to pave the way for 2nm expansion.
ICgoodFind: TSMC and Samsung pursue distinct 2nm strategies, with high-end market dynamics worth watching.
