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IT Home reported on July 18 that according to DigiTimes, TSMC's performance in the first half of the year exceeded targets and will reach a new high again in the second half of the year.

The semiconductor equipment supply chain said: Just as Wei Zhejia said, "Among all the major AI chip manufacturers, only one has not placed an order." TSMC's current 5/3 nanometer process family capacity utilization rate has reached 100%.

The supply chain revealed that TSMC's 12-inch wafer production line utilization rate is nearly 80%, and the 5/3nm process remains fully loaded. Among them, the 3nm orders with a foundry price of about US$20,000 are simply not filled. Many major customers including Apple, Qualcomm, MediaTek, and the newly added Intel are scrambling for production capacity, forcing TSMC to continuously accelerate production expansion. The original monthly production capacity target for 2024 has been gradually increased from 100,000 pieces to about 125,000 pieces.

TSMC previously stated that almost all AI companies are cooperating with TSMC, and 2nm will adopt a GAA nanosheet transistor structure. Currently, the process technology research and development is progressing smoothly, and its mass production curve is similar to that of N3.

At the same time, the backside power supply design developed with 2nm will also be suitable for related applications such as HPC. It is expected to be launched for customer adoption in the second half of 2025 and mass production will be achieved in 2026.

According to the supply chain, the 2nm Baoshan P1 plant will enter engineering line verification in the fourth quarter of 2024, with a monthly production capacity of approximately 3,000 pieces. It is expected to enter mass production in the fourth quarter of 2025, with a monthly production capacity of approximately 30,000 pieces.

As the subsequent P2 plant joins the 2nm mass production ranks, if the Kaohsiung plant that will increase production in 2026 is included, the combined monthly production capacity of the two major plants is expected to reach 120,000 to 130,000 pieces, and the foundry price will also increase from US$19,000 to US$21,000 for the 3nm family to US$25,000 to US$26,000 (IT Home Note: Currently about RMB 182,000 to 189,000).