TSMC will reach its 3nm production target of 180,000 monthly wafer starts by early Q4 2026.
This timeline accelerates the original year-end schedule.
Aggressive demand from NVIDIA, AMD, and Broadcom currently exceeds 3nm supply capacity.
The 2nm process has started contributing to revenue and entered capacity expansion.
Market expectations place 2nm monthly wafer starts at 100,000 by year-end.
TSMC stock declined more than 2% on August 3rd.
Analysts characterize the share price drop as a correction following a recent rally.