Rumor: TSMC could begin 2nm mass production at two Taiwan fabs by the end of this year, in Hsinchu and Kaohsiung, which could see sales in the 3rd and 4th quarter each top NT$1 trillion, media report. Pilot production in the Hsinchu fab exceeded expectations, so mass production will begin a quarter ahead of schedule, while progress at the Kaohsiung fab is going well. Prior estimates had put 2nm mass production in Hsinchu in the 2nd half of 2025, and Kaohsiung in 2026. $Taiwan Semiconductor(TSM.US) $Applied Materials(AMAT.US) $ASML(ASML.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $Tokyo Electron(TOELY.US) #semiconductors #semiconductor https://t.co/LoiFnmmQZ7
Source: Dan Nystedt
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