Ten of the fifteen are for HPC.
Apple has reserved half of TSMC’s total available 2nm capacity by booking out all the initial output at TSMC’s Baoshan fab. All other 2nm customers will have to use TSMC’s Kaohsiung fab (pictured)
Other 2nm customers are said to include Nvidia, Intel, Google, Broadcom, Amazon. OpenAI, AMD, Mediatek, Qualcomm, Marvell and Bitmain.
TSMC’s Q4 capacity is around 45-50k wpm at its Baoshan (Fab20) and Kaohsiung (Fab22) sites and it may run 60-100k 2nm wafers this year delivering $1.8-3 billion in 2nm revenues.
Next year 2nm capacity is expected to reach about 100k wpm. By 2028, 2nm capacity is expected to reach 200k wpm.
2nm was supposed to have been the node at which Intel was to have overtaken TSMC in process technology and bagged up all the big customers.