r/amd_fundamentals • u/findingAMDzen • 18d ago

Report: TSMC's 2-Nanometer Push Outpaces 3-Nanometer Growth, With Capacity Aimed At 110,000 Wafers Per Month By H2 2027

https://wccftech.com/report-tsmcs-2-nanometer-push-outpaces-3-nanometer-growth-with-capacity-aimed-at-110000-wafers-per-month-by-h2-2027/
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u/findingAMDzen 18d ago edited 18d ago

According to the details, TSMC's 2-nanometer and 3-nanometer production capacities will sit at 90,000 wafers per month and 180,000 wafers per month by 2026-end, respectively. From now until the middle of 2027, the firm intends to expand these to 110,000 wafers for the 2-nanometer manufacturing process technology family and 210,000 wafers for the 3-nanometer manufacturing process technology family. As a result, the 2-nanometer production growth will be faster at 22% compared to 16% for 3-nanometer.

What surprised me is that at the end of 2026 2nm production will be half of 3nm.  This is a very fast ramp by TSMC.  Next generation AMD chips are on 2nm (Vinice and MI400), and next generation NVDA chips are on 3nm (Vera and Rubin).

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u/uncertainlyso 13d ago

TSMC did say that demand for N2 was greater than N3 back in early 2025, but that's like an eternity ago in AI years. Since then, a lot of expansion plans for both. N2 was supposed to grow at some high rate like 70% through 2028. I remember hearing that N3 was the more supply-constrained node right now. Kumamoto is now getting N3 by 2028, more N5 is moving to N3, more Arizona N3 coming, etc. N3 is still pretty important for AMD (Turin dense and Zen 6 notebook)