台积电目前2纳米生产基地已规划竹科宝山与高雄厂区，业界已传出，台积宝山2纳米首批产能早早由苹 果全数包下，高雄2纳米产能规划支援非苹客户群，等于宝山厂产能支援苹果旗舰应用，非苹应用首批 产能将在高雄厂区生产，英特尔也争取2纳米于今年内投片。 台积电未来扩充产能规划上，竹科宝山可扩充四期，高雄厂区面积则可达五期以上，外传南科厂区也可 动态升级产线导入2纳米乃至A16等制程，因应客户群强劲的需求。 台积电先前法说会上指出，2纳米将如期在2025年下半年进入量产，前两年的产品设计定案数量，将高 于3纳米和5纳米的同期表现，其量产曲线与3纳米相似，也将推出N2P制程技术作为2纳米家族的延伸， 应用在智能型手机和 HPC，预计2026年下半年量产。 除了包下代工产能外，业界传出，苹果有多款产品芯片可能采台积电最新封装技术"晶圆级多芯片模 组"（Wafer-Level Multi-Chip Module，WMCM），可望应用在MacBook Pro的M6芯片，以及2026年更新 的头盔Vision Pro以及入门款的新iPhone 机种。 苹果近十年都是台积电最先进制程的首批最大客户。苹果平台架构副总裁Tim Mille ...

Group 1 - Apple plans a comprehensive upgrade for the MacBook Pro in 2026 to celebrate the product line's fifth anniversary [1] - The 2026 MacBook Pro is expected to feature OLED display technology for the first time, enhancing brightness, color vibrancy, and contrast [3] - The new MacBook Pro will adopt a thinner design and introduce the new M6 chip series, which is based on TSMC's advanced 2nm process, promising significant performance and energy efficiency improvements [3][4] Group 2 - The 2026 MacBook Pro series is likely to include M6, M6 Pro, and M6 Max versions, available in 14-inch and 16-inch sizes [4] - Apple is also developing a custom chip for its upcoming smart glasses, expected to begin production by the end of 2026 or in 2027, which will also be manufactured by TSMC [4] - The company is collaborating with Broadcom to develop its first chip specifically designed for AI servers, codenamed Baltra, expected to be completed by 2027 [4]