TSMC plans to reach a 2nm process production milestone of 100,000 monthly wafers by the end of 2026. Surging demand from major AI customers including Nvidia and AMD drives this acceleration.
These clients seek the new technology for higher performance and greater power efficiency in future products. TSMC is also scaling 3nm production faster than initially planned.
Heavy orders from Broadcom, AMD, and Nvidia are fueling the 3nm expansion. The company is pulling capacity expansion forward to secure its pivotal role in the global AI supply chain.