Korean media quoted semiconductor industry sources on Tuesday as saying that due to TSMC's limited 2-nanometer production capacity and high production costs, Apple has planned to delay mass production for one year and will not officially use the 2nm process on the iPhone 18 Pro in 2026. processor. (Preliminary summary: National Science Council promises: TSMC’s 2 nanometers will not be moved outside before 2028! The “AI Basic Law” is expected to be submitted to the Legislative Yuan for review next session) (Background supplement: Crazy! Trump nominates super hawkish Undersecretary of Defense: If the CCP invades Taiwan, "the United States should bomb TSMC first") According to Korean media (Korea Biz), it was previously reported that Apple may be the first to use TSMC's 2nm process in the A19 chip of the iPhone 17 Pro series, but it seems that due to TSMC Due to limited production capacity and high production costs, Apple has planned to postpone mass production for one year and will officially use 2nm chips on the iPhone 18 Pro in 2026. Korean media quoted industry sources as saying that since TSMC's 2-nanometer process will begin trial production in the second half of this year, the current production capacity has not yet been fully expanded, and testing demand is increasing, which means that customers may need to pay high costs to achieve mass production. Taiwanese media reported last month that TSMC’s 2nm yield rate has stabilized at more than 60%, but the price per chip may be as high as US$30,000, which is twice that of 4 and 5 nm wafers, which is too high. Therefore, the industry generally expects that the 2025 iPhone 17 Pro will continue to use third-generation 3nm process (N3P) chips, allowing TSMC to continue to increase 2nm production capacity and improve pricing. TSMC's 2-nanometer wafers will exceed 50,000 pieces by the end of 2025. In addition, MoneyDJ cited supply chain sources and pointed out that TSMC began to build a 2-nanometer (N2) small-scale trial production line at the Hsinchu Baoshan Factory (Fab20) this quarter, with a planned monthly production capacity of approximately Up to 3000~3500 pieces. If the Kaohsiung factory (Fab22) is included, the total monthly 2-nanometer production capacity will exceed 50,000 pieces by the end of 2025, and is expected to reach 120,000 to 130,000 pieces by the end of 2026. Major customers such as Apple, Huida, and AMD have high expectations for 2-nanometer production. Demand is quite strong. The news that TSMC’s total 2nm monthly production capacity is expected to exceed 50,000 pieces by the end of 2025 also confirms that it will be difficult for Apple to use 2nm chips in 2025. Well-known analyst Ming-Chi Kuo previously predicted in X that based on cost considerations, only the Pro series of iPhone 18 in 2026 will be equipped with TSMC 2nm process processors.In other words, the iPhone 19 launched in 2027 may only use 2nm process chips. TSMC’s 2nm is too expensive. Huida and Qualcomm may switch to Samsung? It is worth noting that Korean media also said that in addition to TSMC, South Korea's Samsung Electronics and Japan's Rapidus and other major OEMs are also trying to mass produce 2nm chips. At this stage, due to the limited production capacity of TSMC's 2nm process, Huida There is the possibility of switching orders with major customers such as Qualcomm, as these companies are seeking to diversify their supply chains, and Samsung Electronics is also testing the 2nm process with these companies. However, some experts complain that Samsung has faced huge bottlenecks in its advanced manufacturing processes in recent years and has lost several trillion won, significantly widening the gap with TSMC. Chai Huanxin, senior industry analyst and vice president of Yunbao, told FTV: TSMC’s 2nm process is currently in trial operation, and the yield rate is at least starting from 60%. By the fourth quarter of 2025, it should reach 70%, or even higher. However, there are still doubts about whether Samsung’s current 3-nanometer process has a yield rate of 20 percentage points. We believe that the Korean media's rumors are just rumors purely to win orders from Apple for Samsung. This part does not need to be taken too seriously. Related reports: Apple is moving towards “de-Qualcommization”: Next year’s new iPhone SE will be equipped with Apple’s self-developed communication chip, rumored to be manufactured by TSMC. Big news! The United States has completely banned China’s AI, and TSMC’s “chips below 7 nanometers” will be included in sanctions starting next week. Intel is rumored to form a “wafer foundry alliance” with Samsung. Can it shake TSMC’s dominance? TSMC's US factory is rumored to have a major breakthrough: the chip yield rate has surpassed that of Taiwan, and quotations for chips below 5nm may soar again next year. "TSMC's 2nm chips are too expensive! It is said that Apple's iPhone 17 Pro will continue to use 3nm. Are Huida and Qualcomm afraid of switching orders?" This article was first published on BlockTempo (the most influential blockchain news media).