---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000321104.md"
description: "TSMC’s supply chain management forum (SCM 2025) begins Tuesday (11/25), a leading indicator of 2026 capex plans and the latest updates on advanced manufacturing technologies, media report, noting analysts see TSMC’s 2026 capex nearing US$50 billion. TSMC’s 2nm capacity is expected to reach 40,000 wafers-per-month (40Kwpm) by end-2025, 60Kwpm by mid-2026, and near 90Kwpm by end-2026. $Taiwan Semiconductor(TSM.US) #SemiconductorsSource: Dan Nystedt"
datetime: "2025-11-24T00:26:06.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000321104.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000321104.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000321104.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# TSMC’s supply chain management forum (SCM 2025) be…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**