TapTechNews July 18th news, according to DigiTimes, TSMC's performance in the first half of the year exceeded the standard, and it 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 chipmakers, only one has not placed an order.' Currently, the capacity utilization rate of TSMC's 5/3-nanometer process family has reached 100%.
The supply chain revealed that the utilization rate of TSMC's 12-inch wafer production line is nearly 80%, and the 5/3nm process remains fully loaded. Among them, the 3nm orders with a foundry price of about 20,000 US dollars simply cannot be fulfilled. Many major customers including Apple, Qualcomm, MediaTek, and the newly added Intel are all scrambling for capacity, which also forces TSMC to continuously accelerate capacity expansion. The original monthly production capacity target in 2024 has gradually increased from 100,000 wafers to about 125,000 wafers.
TSMC previously stated that almost all AI companies cooperate with TSMC. 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 back power supply design developed together with 2nm will also be applicable to HPC and other related applications. It is expected to be launched for customers to adopt in the second half of 2025 and achieve mass production in 2026.
According to the supply chain, the Baoshan P1 plant of 2nm will start engineering line verification in the fourth quarter of 2024, with a monthly production capacity of about 3,000 wafers. It is expected to enter mass production in the fourth quarter of 2025, with a monthly production capacity of about 30,000 wafers.
With the subsequent addition of the P2 plant to the 2nm mass production queue, if the Kaohsiung plant that will be put into production in 2026 is also counted, it is expected that the combined monthly production capacity of the two major plants will reach 120,000 to 130,000 wafers, and the foundry price will also increase from 1.9 to 2.1 US dollars of the 3nm family to 2.5 to 2.6 US dollars (TapTechNews note: currently about 182,000 to 189,000 RMB).