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Federal Reserve Board Governor Milan delivered a speech
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[TSMC Plans To Expand Its 2nm Monthly Production Capacity To 100,000 Wafers Next Year] Supply Chain Sources Pointed Out That Due To The Strong Demand From The First Wave Of 2nm Major Customers Such As Apple, AMD, And Intel, And The Fact That Qualcomm, MediaTek, And Nvidia Will Also Adopt It, TSMC's 2nm Supply Is Seriously Tight. For This Reason, It Will Expand Production, Aiming To Increase Its 2nm Monthly Production Capacity By 1.5 Times From 40,000 Wafers At The End Of This Year To 100,000 Wafers Next Year, And It Is Expected To Double Again To 200,000 Wafers In 2027. The Industry Estimates That As Early As 2027, 2nm Is Expected To Become The Node With The Largest Production Capacity Among TSMC's Advanced Processes Below 7nm

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