TSMC on Track for 2nm Mass Production and Expedites the 1.4nm Plant Agenda
TSMC confirmed that its 2nm process technology is about to be ready for mass production this quarter as per schedule on October 30. Supply chain sources further mentioned that, due to better than expected yields, the company is speeding up the development of its even more advanced 1.4nm process plant at the Central Taiwan Science Park.
1.4nm Plant Progress in Central Taiwan
The construction plan for the new facility in the Central Taiwan Science Park dedicated for the 1.4nm process has been amended and expedited. Risk production is now expected to complete at the end of 2027, while mass production is anticipated to commence in 2028.
- Construction Status: Foundation piling work for the plant started in early November. The tender for the equipment building has been completed while that for the factory building is due shortly.
- Process Technology: The site process planned was confirmed to have been upgraded from 2nm to 1.4nm or a more advanced node by the Central Taiwan Science Park Administration.
- Investment Scale: The project involves four factory buildings and total investment is estimated between NT$1.5 trillion with revenue expected to exceed NT$500 billion by then.
Global Production and Strategic Importance
The TSMC roadmap clarifies global deployment of advanced processes. The first 1.4nm process will be mass-produced in Taiwan; conversely, the new TSMC plant in Arizona, USA, will take its advanced demands in the range of 2nm to 1.6nm process.
At the time when the Central Taiwan Science Park facility comes into mass production, it will be the world's biggest production hub for AI and HPC chips, allowing TSMC's existing customers on 2nm to opt also for more advanced chips.
Economic Ramification of the Expansion of Various Suppliers
The inception of growth through TSMC is one of the expeditious regional economic boosters. The revenue of Central Taiwan Science Park has already broken the trillion NT dollar line and almost 82.6% is contributed by the integrated circuit industry. The expansion has also drawn 17 more semiconductor-related firms to establish their base in the park, further solidifying the regional supply chain.
