TSMC Targets H1 2028 Mass Production of 1.4nm for Apple

TSMC plans to begin mass production of its 1.4 nanometer node in the first half of 2028, a timeline J.P. Morgan says makes it likely Apple will adopt the process for an A22 Pro chipset the following year.

J.P. Morgan estimates TSMC will accelerate commercialization of the 1.4nm node, also called A14 or Angstrom, targeting mass production in H1 2028 and initial revenue in 2H28.

The bank's note, shared on X by account 456X (@OptionKing666) on October 17, 2026, says pilot production is expected in Q3 2027 and that TSMC will rely on four fabs to meet demand.

TSMC had previously been reported to start 1.4nm wafer production in the second half of 2028; the J.P. Morgan timeline represents an acceleration attributed to rising demand for leading-edge chips driven by AI workloads in 2026 and 2027.

Apple remains an influential TSMC customer despite no longer being its single largest revenue source, and analysts say that influence increases the probability Apple will move to 1.4nm for a flagship SoC.

Each 1.4nm wafer is estimated to cost $45,000. That cost, together with weak handset demand and a DRAM shortage, could discourage customers such as Qualcomm and MediaTek from switching to 1.4nm this generation and keep them on 2nm.

The analysis warns high wafer costs could force suppliers to raise prices for flagship phones, which could further depress smartphone demand if consumers reject higher premiums.

J.P. Morgan's note frames the faster node execution as a potential revenue source for TSMC in the second half of 2028 while highlighting supply pressures caused by the AI-driven surge in demand.