The year 2025 is coming to an end, and so might the 3nm era. The year 2026 could be the start of the 2nm era , with Apple reportedly jumping the gun for its A20 and A20 Pro processors. The forefront of the entire process is TSMC . With GAA, or Gate All-Around architecture, TSMC aims to improve the 2nm node’s attributes in both performance and efficiency. This apparently attracted clients to adopt this manufacturing process. To that extent, a new report claims that TSMC’s entire 2nm capacity has been completely booked for 2026.
TSMC’s 2nm capacity is fully booked until the end of 2026
Earlier reports noted that two of the tech giant’s 2nm plants were already full, with the company required to start three additional production facilities to meet the overwhelming demand. This apparently requires an estimated investment of $28.6 billion. Now, the United Daily News reports that TSMC’s entire 2nm process is fully busy till the end of 2026. The mass production could start as early as the end of the year.
Companies like Qualcomm, MediaTek, Apple , AMD, and others are lining up for the 2nm process. Among them, Apple has reportedly secured more than half of the initial capacity to have an edge over the competition.
Apple has reportedly secured more than half of the initial capacity
TSMC will reportedly expand its monthly output to 100,000 units by the end of 2026, making this a driving force for its growth. The advantage of GAA over FinFET is that it incorporates a nanosheet stacking method. This reportedly makes current control more precise while also significantly reducing leakage. This allows the 2nm process to offer a 10-15% performance improvement over the same power consumption or a 25-30% reduction in power consumption at a certain performance level.
Meanwhile, Samsung had reportedly commenced the mass production of its 2nm GAA process. The results show modest gains in performance and power efficiency over 3nm, but the numbers could improve over time. Coming back to TSMC, forecasts suggest that the company’s capital expenditure in 2026 could be between $48 and $50 billion, marking a new record.
