NuAxiSemiconductor trade intelligence

🔥 #TSMC's 1.4nm progress is ahead of schedule. Its first Central Taiwan fab could be completed before April 2027, with potential mid-2028 mass prod...

What happened

TrendForce reports TSMC's 1.4nm progress ahead of schedule, with the first Central Taiwan fab potentially completed by April 2027 and mass production starting mid-2028. This aligns with Intel's 14A target. The capacity expansion plan exerts bearish pressure on current pricing.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

1.4nm Process

TSMC

capacityexpansiontimeline

Source and time

Source: TrendForce Official (Market Data) · 7/30/2026 · View original source

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🔥 #TSMC's 1.4nm progress is ahead of schedule. Its first Central Taiwan fab could be completed before April 2027, with potential mid-2028 mass prod...

What happened

Impact and signal

Affected components and suppliers

Source and time

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