TSMC Expected to Charge $25,000 per 2nm Wafer

TSMC is poised to increase its quotes by almost 25% more per 300-mm wafer processed on its N2 (2nm-class) production node in 2025 compared to today’s quotes for a 300-mm wafer processed on N3 (3nm-class) fabrication technology, its current flagship node, according to estimates by The Information Network published at SeekingAlpha.

The Information Network estimates that TSMC’s average selling price per N3 wafer is $19,865 today, up significantly from an ASP of $13,495 per N5 wafer in 2020, when N5 was the company’s leading-edge node. TSMC’s N2 will bring performance, power, and transistor density improvements compared to N3, but for additional money, the analysts forecast. The Information Network believes that the contract maker of semiconductors will charge $24,570 per N2 wafer when it kicks off mass production in the second half of 2025, an almost 25% increase compared to N3.

(Image credit: The Information Network via SeekingAlpha)

As chips get more sophisticated, pack more transistors, and demand higher performance efficiency, they must be made using the latest process technologies. But advanced production can only be implemented using leading-edge equipment in fabs that cost tens of billions of dollars, which is why modern fabrication processes are extremely expensive, and they are poised to get even more expensive in the coming years. 

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