TSMC’s 2nm Chips Set to Drive Revenue Surge

Taiwan Semiconductor Manufacturing Company or TSMC (TWSE: 2330, NYSE: TSM) is pressing ahead with its next-generation 2nm chip technology, aiming to begin mass production in 2025 alongside rival Samsung Electronics (KRX: 005930). The transition to the 2nm process marks a significant leap in semiconductor innovation, promising improved efficiency and performance for next-generation devices.

According to Visible Alpha consensus estimates, 2nm chips are expected to generate NT$85 billion in revenue for TSMC in 2025. As TSMC scales production and ramps up new orders, revenues from 2nm wafers are projected to climb to NT$369 billion by 2026. Analysts anticipate that demand for 2nm chips will outpace that of the previous-generation 3nm chips, with 2nm revenues expected to surpass 3nm by 2028.