Core Insights - TSMC has achieved a significant milestone with a 60% yield rate for its 2nm technology and will start accepting orders from April 1 [1][2] - Apple is expected to be the first customer for TSMC's 2nm wafers, with the A20 chip designed for the iPhone 18 series set to launch in the second half of 2026 [1][2] - TSMC aims to reach a monthly production target of 50,000 wafers by the end of 2025, with the potential to increase capacity to 80,000 wafers [2] Production and Capacity - TSMC's production will focus on two factories located in Kaohsiung and Baoshan, with an expansion ceremony scheduled for March 31 [1] - The first batch of 2nm wafers is expected to be delivered to Hsinchu Baoshan by late April [1] - The company plans to implement the "CyberShuttle" service to help reduce customer costs associated with wafer testing [2] Market Demand - There is high demand for 2nm wafers, surpassing that for 3nm wafers, with several major clients including AMD, Intel, Broadcom, and AWS lining up for orders [2] - The estimated cost per wafer is around $30,000, indicating a significant investment in advanced semiconductor technology [2]