TSMC’s 2nm monthly capacity to reach 100,000 wafers

As AI customers increasingly shift to more advanced 3nm and 2nm process technologies in pursuit of higher performance and lower power consumption, the surge in demand has prompted the world’s largest semiconductor foundry to adjust its production capacity plans. According to Taiwan-based Economic Daily News, citing supply chain sources, strong order momentum from major customers including Nvidia, AMD, and Broadcom is expected to help TSMC reach its year-end target of 180,000 3nm wafers per month