NuAxiSemiconductor trade intelligence

RT NEWS: 📈 #TSMC’s 3nm is in full sprint — monthly output is set to climb to about 180K wafers by end-2026, up over 40% YoY. Longer term, the fou...

What happened

TSMC plans to increase 3nm monthly output to 180k wafers by end-2026, a 40% YoY increase. The expansion covers Taiwan, Arizona Fab 2, and Kumamoto Fab 2. Bearish for pricing due to increased supply.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

3nm

TSMC

capacity_expansionsupply_increase

Source and time

Source: TrendForce Official (Market Data) · 4/27/2026 · View original source

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RT NEWS: 📈 #TSMC’s 3nm is in full sprint — monthly output is set to climb to about 180K wafers by end-2026, up over 40% YoY. Longer term, the fou...

What happened

Impact and signal

Affected components and suppliers

Source and time

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