--- title: "Weekly Recap: 3nm/2nm wafer ramps >260k/mo and raised guidance on 2027 AI" type: "News" locale: "en" url: "https://longbridge.com/en/news/295335850.md" description: "TSMC raised its 2027 guidance and capital expenditure, citing clear multi-year AI demand. The company is ramping 3nm/2nm wafer starts to over 260k/month and outsourcing CoWoS packaging steps to OSATs like ASE to manage capacity. Additionally, TSMC resumed full production at its Kumamoto fab in Japan and began shipping AMD Venice CPUs for Helios servers." datetime: "2026-08-09T23:13:53.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295335850.md) - [en](https://longbridge.com/en/news/295335850.md) - [zh-HK](https://longbridge.com/zh-HK/news/295335850.md) --- # Weekly Recap: 3nm/2nm wafer ramps >260k/mo and raised guidance on 2027 AI Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR (TWSE:2330) boosted guidance and capex on clearer multi‑year AI demand, ramping 3nm/2nm wafer starts and outsourcing CoWoS steps to OSATs while resuming full Kumamoto output and shipping AMD Venice CPUs for Helios servers. **Previous Week Recap** - **3nm Wafer Starts Hit 180k**: TSMC (2330): analysts say 3nm wafer starts could hit ~180k/mo in early Q4 2026, 2nm rising to ~80–100k, pushing combined 2nm+3nm above ~260k; shares rose ~2.5% intraday GuruFocus - **Guidance Raised; AI Demand Visibility**: Citi says Taiwan Semiconductor Manufacturing Co. (2330) raised guidance, boosted capex and gave clearer 2027 AI-demand visibility, signaling early-stage, multi-year AI infrastructure spending growth. Dow Jones Newswires - **CoWoS 2.5D Outsourced To OSATs**: TSMC (2330) will outsource the Chip-on-Wafer step of CoWoS 2.5D packaging to OSATs like ASE to ease capacity limits from rising AI chip demand; other packaging steps stay in-house. Binance News - **Venice CPUs In Full Production**: TSMC (2330) made AMD’s Venice CPUs for second‑gen Helios AI servers, now in full production with shipments due soon; servers also use AMD MI455X AI accelerators — relevant for traders. Reuters - **Kumamoto JASM Fab Fully Recovered**: Taiwan Semiconductor (2330) says its Kumamoto JASM fab in Japan has fully recovered from disruptions and returned to full production, restoring normal operations at that site. Reuters - **TSMC Price Rise, Consolidation**: TSMC (2330) rose modestly; price ~2.3% above 20-day and 4.4% above 100-day moving averages, ~1.6% below 50-day. RSI 51.5. Resistance ~477, support ~385.5. Price consolidating. Benzinga **Disclaimer** This is an AI-generated summary and may contain inaccuracies. Please verify any important information with the original sources. ### Related Stocks - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [ASX.US](https://longbridge.com/en/quote/ASX.US.md) - [AMDD.US](https://longbridge.com/en/quote/AMDD.US.md) - [AMUU.US](https://longbridge.com/en/quote/AMUU.US.md) - [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md) - [AMDG.US](https://longbridge.com/en/quote/AMDG.US.md) - [DAMD.US](https://longbridge.com/en/quote/DAMD.US.md) - [AMDY.US](https://longbridge.com/en/quote/AMDY.US.md) - [AMDW.US](https://longbridge.com/en/quote/AMDW.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [C.US](https://longbridge.com/en/quote/C.US.md) - [C-R.US](https://longbridge.com/en/quote/C-R.US.md) ## Related News & Research - [TSMC’s 2nm monthly capacity to reach 100,000 wafers](https://longbridge.com/en/news/294916934.md) - [TSMC, Sony to invest $4.7 billion in joint venture for image sensors](https://longbridge.com/en/news/295520608.md) - [SPIL breaks ground in Yunlin](https://longbridge.com/en/news/295558704.md) - [Applied Materials (AMAT) Heads Into Earnings With AI Demand In Focus On A Priced In Debate](https://longbridge.com/en/news/295307398.md) - [AMD's AI-powered revenue forecast fails to wow investors](https://longbridge.com/en/news/294886015.md)