TSMC's 2nm Technology Nears Mass Production Amid Capacity and Investment Concerns

All along, the progress of TSMC's 2nm technology has attracted much attention. According to the latest report, this technology is about to enter the full - scale production stage. General analysis holds that this is an initiative taken by TSMC to dispel external doubts about its capacity outflow while increasing its investment in the United States.

It was reported that TSMC will hold an expansion ceremony for its 2nm plant at its Kaohsiung factory on March 31 and will start accepting orders for 2nm wafers on April 1. In addition, relevant supply chain sources revealed that the trial - production yield rate of TSMC's 2nm chips at its Baoshan plant in Hsinchu has reached 60%.

There are reports that the A20 processor to be installed in Apple's iPhone 18 series next year will be produced using TSMC's 2nm process, with performance 15% higher than that of the 3nm processor. However, TSMC responded that it does not comment on single - customer product information, and Apple has not disclosed a timeline for adopting the 2nm technology.

After TSMC announced an additional investment in the United States earlier this month, it raised external concerns that this might affect its plant - building plan in Kaohsiung. On the 5th, the Kaohsiung mayor said that the environmental assessment committee of the Kaohsiung government had approved the environmental assessment work related to TSMC's Phase 4 and Phase 5 plants in Kaohsiung. TSMC also clearly stated that "the investment plan in Kaohsiung remains unchanged and will be carried out as scheduled and to the required quality."

TSMC's 2nm plant in Kaohsiung is divided into five phases and is an ultra - large - scale wafer factory. It is estimated that once all five plants are completed, 8,000 employees will be hired. Since the 2nm chip process has significant advantages over the existing N3E technology, it has attracted the attention of global AI chip manufacturers, resulting in the pre - ordered production capacity exceeding expectations. To meet the demand, not only has the construction progress of the Baoshan and Kaohsiung plants been accelerated, but TSMC has also decided to continue expanding the 2nm production scale.

The expansion ceremony of TSMC's 2nm plant in Kaohsiung will be hosted by the executive vice - president and co - chief operating officer and some local officials will be invited. The analysis said that "holding the expansion ceremony on a large scale demonstrates the determination to deepen its roots in the region." In addition, TSMC's continuous expansion and intensive work in the region are also practical actions to address external concerns that TSMC will become an American - dominated company.

Some are worried that even if TSMC increases its investment, the US government may demand more. An article questioned whether TSMC's most advanced chips will ultimately be produced in the United States, as the chairman said that the most advanced chips would be produced in the US while local officials promised to keep the most advanced process in the region. The article also criticized the local authorities for their silence in the face of the significant impact on the region while the US emphasizes the importance of TSMC's investment for its national and industrial security.