--- title: "Taiwan Semiconductor Eyes Cutting-Edge 3nm Production In Japan By 2028" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/281341145.md" description: "Taiwan Semiconductor Manufacturing Co. plans to start 3nm chip production at its second facility in Japan by 2028, with a monthly capacity of 15,000 12-inch wafers. The investment in both Japan fabs is expected to exceed $20 billion. TSM shares have gained 100.40% over the past year, trading at $343.31, with a Buy rating and an average price target of $401.67 from analysts. The next earnings report is estimated for April 16, 2026, with an EPS estimate of $3.27 and revenue of $35.40 billion." datetime: "2026-04-01T09:23:11.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281341145.md) - [en](https://longbridge.com/en/news/281341145.md) - [zh-HK](https://longbridge.com/zh-HK/news/281341145.md) --- > 支持的语言: [English](https://longbridge.com/en/news/281341145.md) | [繁體中文](https://longbridge.com/zh-HK/news/281341145.md) # Taiwan Semiconductor Eyes Cutting-Edge 3nm Production In Japan By 2028 **Taiwan Semiconductor Manufacturing Co. Ltd.** (NYSE:TSM) plans to begin equipment installation and mass production of advanced 3-nanometer chips at its second Japan facility in 2028, according to a Taiwanese government filing. CEO **C.C. Wei** said in February the company aims to produce 3nm chips at the plant following a meeting with Japan's Prime Minister **Sanae Takaichi**. The second fab is expected to have a monthly capacity of 15,000 12-inch wafers using 3nm technology, marking a shift from earlier plans focused on mature nodes, Reuters reported on Wednesday. In 2024, Taiwan Semiconductor said total investment in its first and second Japan fabs would exceed $20 billion. A Yomiuri report estimated the second plant could cost about $17 billion, though the company has not confirmed the figure. The first Japan fab began volume production in late 2024. ## Technical Analysis TSM is trading 0.3% above its 20-day SMA, but 1.9% below its 50-day SMA, while still sitting 5.5% above its 100-day SMA—suggesting the longer-term uptrend is intact even as the intermediate trend is being tested. Shares have gained 100.40% over the past 12 months, and the stock is closer to its 52-week highs than its lows, trading in the $134.25 to $390.20 range. RSI is at 47.74, which sits in neutral territory and suggests consolidation rather than a strong trend day. Meanwhile, MACD is at -5.9455 and remains below its signal line at -4.3635, keeping bearish pressure in place until that spread starts to narrow. The combination of RSI in the 30–50 range (47.74) and bearish MACD suggests mixed momentum. - **Key Resistance**: $380.00 - **Key Support**: $332.00 ## Earnings & Analyst Outlook Looking further out, the next major catalyst for the stock arrives with the April 16, 2026 (estimated) earnings report. - **EPS Estimate**: $3.27 (Up from $2.12 YoY) - **Revenue Estimate**: $35.40 Billion (Up from $25.53 Billion YoY) - **Valuation**: P/E of 32.7x (Indicates premium valuation relative to peers) **Analyst Consensus & Recent Actions:** The stock carries a Buy Rating with an average price target of $401.67. Recent analyst moves include: - **DA Davidson**: Initiated with Buy (Target $450.00) (February 13) - **Barclays**: Overweight (Raises Target to $450.00) (January 16) - **TD Cowen**: Hold (Raises Target to $370.00) (January 16) ## Top ETF Exposure - **Invesco FTSE RAFI Emerging Markets ETF** (NYSE:PXH): 6.23% Weight - **Dan IVES Wedbush AI Revolution ETF** (NYSE:IVES): 5.81% Weight - **Harbor International Compounders ETF** (NYSE:OSEA): 6.88% Weight **Significance:** Because TSM carries such a heavy weight in these funds, any significant inflows or outflows will likely trigger automatic buying or selling of the stock. ## Price Action **TSM Price Action:** Taiwan Semiconductor shares were up 1.59% at $343.31 during premarket trading on Wednesday, according to Benzinga Pro data. _Photo via Shutterstock_ ### 相关股票 - [Direxion Daily TSM Bear 1X Shares (TSMZ.US)](https://longbridge.com/zh-CN/quote/TSMZ.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/zh-CN/quote/SMH.US.md) - [SPDR S&P Semicon (XSD.US)](https://longbridge.com/zh-CN/quote/XSD.US.md) - [GraniteShares 2x Long TSM Daily ETF (TSMU.US)](https://longbridge.com/zh-CN/quote/TSMU.US.md) - [Leverage Shares 2X Long TSM Daily ETF (TSMG.US)](https://longbridge.com/zh-CN/quote/TSMG.US.md) - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [Direxion Daily TSM Bull 2X Shares (TSMX.US)](https://longbridge.com/zh-CN/quote/TSMX.US.md) - [Direxion Semicon Bull 3X (SOXL.US)](https://longbridge.com/zh-CN/quote/SOXL.US.md) - [Taiwan Semiconductor (TSM.US)](https://longbridge.com/zh-CN/quote/TSM.US.md) ## 相关资讯与研究 - [PFG Private Wealth Management LLC Takes $643,000 Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM](https://longbridge.com/zh-CN/news/281356678.md) - [TSMC Starts 2 Nanometer Era As AI Demand Reframes Valuation](https://longbridge.com/zh-CN/news/281197877.md) - [TSMC Gets Nod to Deploy 3nm Process at Japan Fab](https://longbridge.com/zh-CN/news/281343240.md) - [Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Generate Investment Management Ltd](https://longbridge.com/zh-CN/news/280870298.md) - [SG Americas Securities LLC Purchases 113,400 Shares of Direxion Daily TSM Bull 2X Shares $TSMX](https://longbridge.com/zh-CN/news/281334282.md)