When Taiwan Semiconductor Manufacturing Co. (TSMC) is prepping to roll out an all-new course of expertise, it normally builds a brand new fab to fulfill demand of its alpha prospects after which both provides capability by upgrading current fabs or constructing one other facility. With N2 (2nm-class), the corporate appears to be taking a barely totally different strategy as it’s already setting up two N2-capable fabs and is awaiting for a authorities approval for the third one.
We’re additionally making ready our N2 quantity manufacturing beginning in 2025,” stated Mark Liu, TSMC’s outgoing chairman, on the firm’s earnings name with monetary analysts and buyers. “We plan to construct a number of fabs or a number of phases of 2nm applied sciences in each Hsinchu and Kaohsiung science parks to help the robust structural demand from our prospects. […] “Within the Taichung Science Park, the federal government approval course of is ongoing and can be on observe.”
TSMC is gearing as much as assemble two fabrication crops able to producing N2 chips in Taiwan. The primary fab is deliberate to be positioned close to Baoshan in Hsinchu County, neighboring its R1 analysis and improvement middle, which was particularly construct to develop N2 expertise and its successor. This facility is anticipated to begin high-volume manufacturing (HVM) of 2nm chips within the latter half of 2025. The second N2-capable fabrication plant by is to be positioned within the Kaohsiung Science Park, a part of the Southern Taiwan Science Park close to Kaohsiung. The initiation of HVM at this plant is projected to be barely later, possible round 2026.
As well as, the foundry is working to get authorities approvals to construct a one more N2-capable fab within the Taichung Science Park. If the corporate begins to assemble this facility in 2025, the fab may log on as quickly as in 2027.
With three fabs able to making chis utilizing its 2nm course of applied sciences, TSMC is poised to supply huge 2nm capability for years to return.
TSMC expects to start out HVM utilizing its N2 course of expertise that makes use of gate-all-around (GAA) nanosheet transistors across the second half of 2025. TSMC’s 2nd era 2nm-class course of expertise — N2P — will add bottom energy supply. This expertise can be used for mass manufacturing in 2026.
