TSMC 2nm wafer capacity to exceed earlier estimates, EDN reports
Taiwan Semiconductor Manufacturing Co (TW:2330) is set to surpass earlier predictions for its 2-nanometre wafer production capacity, according to a report by Taiwanese publication EDN. EDN claims that TSMC's monthly 2nm capacity could reach around 120,000 wafers by the end of 2026, significantly exceeding earlier estimates of 90,000 to 100,000 wafers.
The surge in demand from artificial intelligence and high-performance computing customers has contributed to this acceleration in expansion. EDN cites industry sources, stating that customers like Apple, Nvidia, AMD, Qualcomm, and MediaTek have increased orders for TSMC's 2nm family capacity by 10% to 20%.
To meet this growing demand, TSMC is bringing five 2nm fabs online this year. Two of these facilities are located in Hsinchu, while three are situated in Kaohsiung, according to a statement from TSMC senior vice president Hou Yung-ching. Hou also revealed that the company's 2nm wafer output in its first year will be 45% higher than the first-year output of 3nm in 2023.
Moreover, EDN reports that TSMC aims for a compound annual growth rate of 70% for its 2nm capacity between 2026 and 2028.
Written by urgent.news from Investing.com's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
