TSMC will begin 2nm mass production in the 4th quarter and hit 45,000 - 50,000 wafers per month (wpm) by year-end, at US$30,000 per wafer, media report, with 2026 production at 100,000wpm. TSMC Arizona’s fab 2 will start 2nm ahead of schedule and help TSMC reach 200,000wpm in 2028. 1/3 $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) $AMD(AMD.US) $Broadcom(AVGO.US) $Intel(INTC.US) $Qualcomm(QCOM.US) #mediatek #semiconductors #Arizona
Source: Dan Nystedt
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