Taiwan Semiconductor’s Superior 2nm Chips To Hit US Market By 2028: Report – Taiwan Semiconductor (NYSE:TSM)

Taiwan Semiconductor Manufacturing Co TSM is reportedly set to start producing its superior 2-nanometer (2nm) chips within the U.S. by 2028.

Wu Cheng-wen, head of the Nationwide Science and Know-how Council (NSTC), confirmed the timeline throughout a legislative listening to when questioned whether or not Taiwan Semiconductor may begin 2nm manufacturing within the U.S. earlier than the prescribed interval, Focus Taiwan reviews.

This timeline aligns with Taiwan’s coverage requiring Taiwan Semiconductor to delay exporting cutting-edge know-how overseas till three years after it begins mass manufacturing domestically.

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Taiwan’s authorities has emphasised the significance of sustaining home management in semiconductor manufacturing earlier than permitting superior know-how exports, the report provides.

Taiwan Semiconductor has already initiated trial manufacturing of 2nm chips at its Baoshan facility in Hsinchu County, Taiwan, with mass manufacturing slated to start in 2025. Further amenities in Kaohsiung will seemingly begin 2nm manufacturing in 2026. The corporate is concurrently setting up two superior fabs in Arizona, with plans to mass-produce chips utilizing 3nm and 2nm processes in 2028. A 3rd Arizona facility may start manufacturing by 2030. Superior Micro Gadgets, Inc. reportedly tapped Taiwan Semiconductor’s 3nm course of to foray into the smartphone market.

The U.S. Division of Commerce just lately finalized an settlement granting Taiwan Semiconductor $6.6 billion below the CHIPS Incentives Program. This funding helps Taiwan Semiconductor’s Arizona operations and contains commitments to deploy A16 nanosheet know-how. The A16 course of options modern bottom energy supply for enhanced efficiency and logic density. Nevertheless, just like the 2nm know-how, the A16 course of may even adhere to the three-year rule earlier than manufacturing within the U.S.

The contract chipmaker is eying extra factories in Kaohsiung, Tainan, and Taichung to ramp up home manufacturing of superior know-how chips.

Reportedly, Taiwan Semiconductor accounts for 36% of Taiwan’s index weighting. Nevertheless, Taiwan Semiconductor stays susceptible to the budding geopolitical rigidity between the U.S. and China. Whereas Chinese language chief Xi Jinping stays dedicated to the “reunification” with Taiwan, the U.S. sanctions on China forbid Taiwan Semiconductor from importing Nvidia synthetic intelligence chips to China.

Taiwan Semiconductor inventory gained over 79% year-to-date.

The chipmaker earmarked capital expenditures of $34 billion—$38 billion in 2025 to fulfill the superior semiconductor manufacturing demand frenzy.

Worth Motion: TSM inventory closed decrease by 1.44% at $181.19 on Wednesday.

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