Reports on December 17, 2025, confirm that Taiwan Semiconductor Manufacturing Company’s (TSMC) 2nm chip production capacity is fully booked until the end of 2026. Major clients, including Apple, Qualcomm, and Nvidia, drive this strong demand for the next-generation technology.
TSMC expects the 2nm process to enter mass production by the end of 2025. The high demand stems from the technological advantages of TSMC's GAA (Gate-All-Around) architecture, which promises significant improvements in performance and efficiency.
This positive outlook contrasts with recent TSM stock performance. The stock saw a pullback following its November revenue report. That report showed a month-over-month decline, despite strong year-over-year growth.
Market observers view the dip as a short-term reaction. Analysts suggest the market overlooks the company’s strong long-term fundamentals, specifically citing the high demand for the upcoming 2nm process.