Controversy
Status:Open
Will TSMC's Advanced Node Capacity Remain Fully Booked Throughout 2026?
UNLIKELYLIKELY
Claims
LongPort"Amid explosive growth in AI computing demand, the world's largest foundry is accelerating its expansion efforts, but the supply shortage is expected to continue until 2027."Apr 27, 2026
Central News Agency"This year, five 2-nanometer fabs will simultaneously ramp up production, and the compound annual growth rate of 2-nanometer capacity is estimated to reach 70% from 2026 to 2028."Apr 28, 2026
EE Times China"In 2026, five 2nm wafer fabs will simultaneously enter the mass production ramp-up stage, setting a record for the most aggressive capacity expansion since the company's establishment."May 26, 2026
Che-Chia Wei"Demand continues to be robust, and we are working with construction and equipment suppliers to speed up capacity expansion. It takes two to three years to build a new fab, so we expect tight supply to continue into 2027."May 23, 2026
United Daily News"TSMC’s entire 2nm process has been fully booked for 2026, with mass production expected to start by the end of the year."Dec 17, 2025
TVBS"TSMC's 3nm and 4nm capacity remains fully loaded, advanced packaging is structurally constrained, and the company has guided to second-quarter revenue of US$39 billion to US$40.2 billion with gross margin of 65.5 to 67.5 percent."May 14, 2026
Economic Daily News"Its Taiwan-based 3nm fabs were originally expected to reach a monthly capacity of 150,000 wafers by the end of 2026, but this is now projected to increase to 180,000 wafers, about 20% higher than initial estimates."Apr 27, 2026
Android Headlines"Thanks to the advancements TSMC has made, we can look forward to chips built on the 2nm process next year. But this doesn’t mean that 3nm or 5nm chips aren’t being made. In fact, a recent report out of Taiwan suggests that TSMC and its 3nm and 5nm production lines are being forecasted to be “100% booked” by next year."May 23, 2026
TrendForce"TSMC Retains Full Load on 5/4nm and Below Nodes Until End of 2026 while Samsung Magnifies in Orders."Mar 06, 2026
Sina Corporation"GPU Leasing Prices Rise, TSMC's 2nm Process Schedule Fully Booked Until 2028."May 26, 2026
Wccftech"In fact, the manufacturer’s 3nm node, which was previously reported to reach its maximum capacity by 2026, is also expected to witness supply shortages, forcing the node’s price to increase by 3 percent in 2026."Dec 29, 2025
Dataconomy"Major customers like Nvidia, Apple, AMD, and Qualcomm have reserved all slots for TSMC’s 2-nanometer process, while the 3-nm node has reached full utilization since entering mass production in late 2023."May 23, 2026
TweakTown"In a new report from Ctee, we're learning from industry insiders who have said TSMC's new 3nm and 5nm production capacity remains fully utilized, with the capacity utilization rate (UTR) projected to hit 100% in the first half of 2026."May 23, 2026
SemiAnalysis"The power dynamic has shifted from a unipolar world (Apple) to a bipolar world (Apple + AI), where TSMC can now arbitrage demand between the two sectors to maintain pricing power."Jan 08, 2026
© 2026 Improve the News Foundation. All rights reserved.Version 7.6.2
© 2026 Improve the News Foundation.
All rights reserved.
Version 7.6.2