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Investing.com -- According to TF International Securities analyst Ming-Chi Kuo, the iPhone 18, which is expected to be released in the second half of 2026, will be powered by TSMC’s 2nm (nanometer) chips. This reaffirms his prediction made six months ago.
Kuo highlighted that TSMC’s 2nm R&D trial yields had achieved a success rate of 60–70% three months ago, and currently, they are exceeding that figure. This progress indicates that TSMC’s 2nm technology is advancing and could be ready for use in the iPhone 18.
In a previous statement, Kuo had specified that the processors for the 2025 iPhone 17 models would be manufactured using TSMC’s N3P process or 3-nanometer technology. He had also forecasted that the 2026 iPhone 18 models would utilize TSMC’s 2-nanometer technology.
However, Kuo had also mentioned that due to cost concerns, not all new iPhone 18 models might be equipped with a 2-nanometer processor. Despite these concerns, the recent statement from Kuo reiterates his confidence in the use of TSMC’s 2nm chips in the upcoming iPhone 18 models.
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