TSMC is ramping up its 3nm and 2nm production, along with CoWoS capacity, through 2027, with increased capital expenditure to support the AI infrastructure buildout.
The company now guides for N3 capacity to reach 200k wpm by the end of 2027, up from the previous 190k target. N2 is heading to 140k wpm, with a strong output expected in its first year. The AI supply chain still appears tight.$Taiwan Semiconductor Manufacturing(TSM)$
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
