Apple's iPhone 17 Pro launch might face a delay until 2026 due to TSMC's wafer yield issues and 2nm chip certification delays.
TSMC's yield for 2nm wafers is currently only 60%, leading to a significant monthly loss of approximately $120 million due to unusable product.
Apple plans to continue utilizing a 3nm process for at least another year to allow TSMC time to improve yield and pricing on 2nm chips.
With TSMC manufacturing 10,000 wafers monthly and aiming for 80,000 by 2026, production capacity expansion is crucial amid high demand.
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