TSMC's 1.4nm factory delayed, accelerated 2nm production

According to news from this website on April 30, according to the Taiwanese media "Economic Daily", TSMC postponed the 1.4nm advanced process located in the Zhongke Phase II Park in Taiwan, China. Factory construction.

The "China Science and Technology Administration" confirmed on the 29th that it had received notice from TSMC that the land for the second phase of the China Science and Technology Park "is not so urgent at the moment". In order to cooperate with TSMC's planning, the land handover of the second phase of the Zhongke Park will be postponed until the end of the year.

TSMC responded that the company will continue to cooperate with the competent authorities regarding the use of factory land.

TSMC previously emphasized in the North American Technology Forum that 2nm demand is strong and is expected to be mass-produced next year. The newly released A16 process (1.6nm) is expected to be mass-produced in 2026.

The "China Science and Technology Administration" originally "strived" to hand over the land to TSMC to build the factory in August this year. However, in recent communications, TSMC changed its attitude and stated that "it is not that urgent at the moment." ", supply chain analysis TSMC is focusing on accelerating the advancement of 2nm and A16 processes.

According to Xu Zhengzong, deputy director of the Zhongke Administration Bureau, the current handover time for the second phase of Zhongke development is in accordance with administrative procedures. The delay in handover is mainly related to TSMC’s process deployment. TSMC originally proposed the second phase of Zhongke During the construction planning, there was no decision to expand the 2nm plant in the south. The south is currently progressing faster, so TSMC has made corresponding adjustments.

According to previous reports from this site, in terms of advanced processes, TSMC is expected to begin mass production of the N2 node in 2025, the N3E node has begun mass production in the fourth quarter of last year, and the N3P node is expected to begin mass production in the second half of this year. , N3X nodes are targeted at HPC applications and are expected to begin accepting tape-in ​​from customers this year.

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