TSMC projects its 3-nanometer process will surpass the 5nm node as its primary revenue source in the second half of 2026. Surging demand for AI and high-performance computing chips from clients like NVIDIA drives this transition.
Analysts estimate quarterly output value for the 3nm node will exceed NT$400 billion by the third quarter. The company currently maintains a 73% share of the pure-play foundry market for the second consecutive quarter.
TSMC is actively expanding 3nm production capacity to accommodate orders from major AI chipmakers. TSMC shares closed up 2.07% on the Taiwan Stock Exchange on September 7, 2026.