TSMC Arizona Fab Nears 100% Capacity

TSMC’s N2 node development is on track and continues to hit impressive milestones. Most recently, the chipmaker surpassed 90% yields on its 2nm-class N2 wafers (for memory products). And its US fab cluster, which has seen customers lining up for some time now, could be nearing capacity thanks to high demand from Apple and others, according to a report from Wccftech.

The N2 wafers are likely selling in the neighborhood of $30,000 a piece, which is quite a jump from the N3 wafers Apple buys from TSMC for its iPhones. Those may be selling for about $18,000 per wafer. Unfortunately, we’re stuck with estimates from analysts because TSMC, like other foundries, keeps details like pricing (and even its customer list) as close to the vest as possible. Apple appears to be having TSMC produce its A20 SoC for the iPhone 18 on TSMC’s N2 node ...