TSMC plans to increase 3nm and 2nm wafer production capacity by the end of 2026

[ Gearbest Technology News]On April 27, foreign media reported that TSMC plans to significantly increase the production capacity of 3 nanometer and 2 nanometer process wafers by the end of 2026 to cope with the continued strong demand brought by artificial intelligence and other fields.

TSMC

According to Gearbest, TSMC’s 3-nanometer production line in Taiwan was originally scheduled to achieve a monthly production capacity of 150,000 wafers by the end of this year, and is now expected to increase to 180,000 wafers per month. At the same time, the production capacity of the 2-nanometer process, which began mass production at the end of last year, is expected to climb to close to 100,000 wafers per month by the end of this year.

TSMC CEO Wei Zhejia previously said at the financial report conference that the company is investing a lot of money to accelerate the expansion of existing factories and build new facilities to cope with demand. He admitted that supply shortages are expected to continue until 2027 as major customers such as Nvidia, AMD, and Apple continue to renew their wafer orders.

TSMC's first quarter 2026 financial report data shows that the company's consolidated revenue during the period was approximately NT$1.134 trillion, a year-on-year increase of 35.1% and a month-on-month increase of 8.4%. Single-quarter revenue exceeded the trillion mark for the first time; net profit reached NT$572.5 billion, a year-on-year increase of 58.3%, a month-on-month increase of 13.2%, which was approximately 6% higher than the market estimate of NT$542.38 billion. TSMC's gross profit margin in the first quarter reached 66.2%, far exceeding market estimates of 64.5% and 62.3% in the previous quarter.

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It is worth noting that the current tight situation in TSMC’s advanced process production capacity also provides potential opportunities for other semiconductor manufacturers, especially Intel. While Intel maintains a key partnership with TSMC, its own foundry business is expected to be operational within the next few years and has hinted at upcoming announcements of some important customer information.