According to the latest analysis by the US investment agency Wedbush, TSMC's production capacity of the 3-nm process is expected to expand 2 to 3 months ahead of the original forecast. It is expected that by the beginning of the fourth quarter of this year, the monthly production volume of the 3-nm process will increase to 180,000 pieces. People familiar with the matter said that the acceleration in production capacity was mainly driven by strong orders from core customers such as Nvidia, AMD, and Broadcom. The Wedbush report also pointed out that in terms of the 2 nm process, the monthly delivery volume for the first half of 2026 was about 50,000 to 60,000, which is expected to increase to more than 80,000 by the beginning of the fourth quarter, and is expected to approach 100,000 by the end of the year.

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