NuAxiSemiconductor trade intelligence

TSMC Targets 100,000 N2 Wafers per Month by the End of 2026

What happened

TSMC aims to increase 2nm (N2) wafer production to 100,000 per month by the end of 2026, a fivefold increase from current levels. Currently, N2 accounts for only 3% of TSMC's revenue share, while N3 and N5 dominate. Bearish, as this capacity expansion indicates potential future supply increases.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

2nm (N2)3nm (N3)

TSMC

capacity_expansionsupply_increase

Source and time

Source: TechPowerUp · 8/3/2026 · View original source

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TSMC Targets 100,000 N2 Wafers per Month by the End of 2026

What happened

Impact and signal

Affected components and suppliers

Source and time

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