--- title: "Taiwan Semiconductor Accelerates Expansion: 3nm Capacity Expected to Rise 20% to 180,000 Wafers/Month; 2nm to Reach 100,000 by Year-End" type: "News" locale: "en" url: "https://longbridge.com/en/news/284172743.md" description: "Taiwan Semiconductor's stock rose 3% on Monday to a record high, underpinned by robust expansion expectations: the monthly capacity target for 3nm has been raised to 180,000 wafers, a 20% increase from the original plan; 2nm production lines are fully booked, aiming to hit 100,000 wafers/month by year-end. CEO C.C. Wei stated directly that the supply gap will persist until 2027, as the AI computing power arms race pushes Taiwan Semiconductor to an unprecedented strategic height" datetime: "2026-04-27T08:00:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/284172743.md) - [en](https://longbridge.com/en/news/284172743.md) - [zh-HK](https://longbridge.com/zh-HK/news/284172743.md) --- # Taiwan Semiconductor Accelerates Expansion: 3nm Capacity Expected to Rise 20% to 180,000 Wafers/Month; 2nm to Reach 100,000 by Year-End A surge in Taiwan Semiconductor's stock price has propelled its market capitalization to the top ranks globally, driven by strong market expectations for the continuous expansion of its advanced process capacity. According to a Monday report by Wccftech, supply chain sources indicate that Taiwan Semiconductor's 3nm monthly capacity is expected to increase from 150,000 to 180,000 wafers, a rise of approximately 20%; 2nm capacity is projected to reach 100,000 wafers/month by the end of 2026. Amid explosive growth in AI computing demand, the world's largest foundry is accelerating its expansion efforts, **but the supply shortage is expected to continue until 2027.** Taiwan Semiconductor's stock rose 3% on Monday to a historic high, reflecting the market's keen attention to the supply and demand dynamics of its advanced processes—major AI companies are continuously increasing their computing power investments, leaving Taiwan Semiconductor's 2nm and 3nm production lines in short supply. Taiwan Semiconductor CEO C.C. Wei stated in the latest earnings conference call that the company is investing heavily to accelerate the expansion of existing fabs and build new capacity to meet rising demand. He also acknowledged that due to continued wafer order renewals from key customers such as Nvidia, AMD, and Apple, the supply shortage will extend to 2027. ## 3nm Capacity Expansion Exceeds Expectations, Monthly Target Raised to 180,000 Wafers According to supply chain insiders, **Taiwan Semiconductor's 3nm fab in Taiwan originally aimed for a capacity of 150,000 wafers/month by the end of 2026, but this target has now been raised to 180,000 wafers/month, approximately 20% higher than the original plan.** This adjustment directly responds to unexpectedly strong market demand. AI companies have recently announced large-scale expansions of computing power plans involving multi-year projects, driving demand for advanced process chips across current and future cycles. As one of the leading mass-produced processes, 3nm technology is the core foundation for high-end AI chips and consumer processors from top clients like Nvidia and Apple. Taiwan Semiconductor's current 3nm monthly capacity is approximately 150,000 wafers. This expansion plan means a net increase of 30,000 wafers/month on top of existing levels, representing a significant boost. ## 2nm Enters Production Ramp-Up, Year-End Target Aimed at 100,000 Wafers/Month **Taiwan Semiconductor's 2nm process entered mass production at the end of 2025 and is currently in a rapid capacity ramp-up phase. According to supply chain sources, its monthly capacity is expected to approach 100,000 wafers by the end of 2026.** Orders for Taiwan Semiconductor's two 2nm fabs are fully booked, indicating extremely tight capacity supply. The 2nm process represents the forefront of current semiconductor technology and is regarded as the key manufacturing foundation for next-generation AI acceleration chips and high-end mobile processors. Wei emphasized during the earnings call that the company is simultaneously pursuing the expansion of existing production lines and the construction of new capacity to ensure supply capabilities keep pace with demand. ## Supply Gap Persists, Competitive Landscape Shifts Despite Taiwan Semiconductor's full-scale expansion, the tight supply situation is unlikely to be fundamentally alleviated in the short term. Wei clearly stated that the supply shortage for advanced processes will continue until 2027, meaning that key customers such as Nvidia, AMD, and Apple will face capacity constraints for a considerable period. Meanwhile, the continued tightness in Taiwan Semiconductor's capacity creates potential opportunities for other foundries. According to Wccftech, Intel's foundry business has garnered significant attention from some key clients. Although Intel remains an important partner for Taiwan Semiconductor, its own foundry business is expected to gradually gain momentum over the next few years, with hints that a list of heavyweight customers will be disclosed sequentially. ### Related Stocks - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [TSMX.US](https://longbridge.com/en/quote/TSMX.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [TSMU.US](https://longbridge.com/en/quote/TSMU.US.md) - [TSMG.US](https://longbridge.com/en/quote/TSMG.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research - [Cadence Collaborates with TSMC to Accelerate Design of Next-Generation AI Silicon | CDNS Stock News](https://longbridge.com/en/news/283711601.md) - [Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Purchased by Kingswood Wealth Advisors LLC](https://longbridge.com/en/news/283661883.md) - [TSMC Exec says ASML €350 million lithography tool too expensive, no purchase planned](https://longbridge.com/en/news/283929168.md) - [EXCLUSIVE-SpaceX targets in-house GPUs as it warns investors of chip supply, costs](https://longbridge.com/en/news/283765532.md) - [BUZZ-Street View: AI demand boosts Intel, but capacity limits loom](https://longbridge.com/en/news/283982891.md)