TSMC is accelerating the timeline for its second fabrication plant in Arizona. The company pulled forward the start of 3nm production to 2027, moving the date one full year earlier than the original 2028 target.
TSMC plans to begin moving chipmaking equipment into the new facility around the summer of 2026. This acceleration will bring advanced node revenue from the US online sooner than anticipated.
Separately, TSMC expects to implement price hikes ranging between 3% and 10% across various nodes in 2026. This strategy is combined with better-than-expected yields for its new 2nm nodes.
These developments are anticipated to support a new gross margin plateau above 60%. The company expects this margin level to begin in late 2025.