2026-09-14XThread

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Apple’s iPhone 18 Pro and iPhone 18 Pro Max will be the first products in the hands of consumers with chips made on TSMC’s 2nm process inside, media report, adding Apple’s A20 Pro chip went into mass production in early 2026. Apple has been first to market with chips made by the latest TSMC technology for at least a decade. $AAPL $TSM #iPhone18Pro #A20Pro https://t.co/hNBvIiJKbJ https://t.co/q2TiGD0Nux

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Prediction: Apple will again be first to market with TSMC’s newest process technology when the 2nm M6 Mac mini becomes available Sept. 22. That date could be beaten if iPhones with A20 / A20 Pro chips inside – also TSMC 2nm – ship earlier. The iPhone event is widely expected Sept. 9, with shipping typically a week later (Sept. 18?). By “first to market,” I mean a finished product actually available to customers — not announced, sampling or in production. Apple has been first to market with every major new TSMC process generation for nearly a decade: 10nm, 7nm, 5nm and 3nm. The streak goes back at least to the 10nm A10X in the iPad Pro in June 2017. AMD reached an important 2nm milestone first: In May it called Venice “the first high-performance computing (HPC) product in the industry to enter production on TSMC’s advanced 2nm process technology.” That’s true. But entering production isn’t the same as reaching customers. $AAPL $TSM $AMD #iphone18 #semiconductors
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