TSMC's Zhongke 2nm plant will be postponed until next year.

According to news from this website on August 15, the second phase expansion plan of TSMC’s Zhongke Taichung Park was originally planned to start this year. However, the Zhongke Administration Bureau has postponed the approval time of the expansion development plan three times. The specific time when it will be approved is still unclear. Confirmed

The China Science and Technology Administration Bureau received a notification from the Taichung City Government today that the second phase expansion project of the China Science and Technology Taichung Park regarding TSMC’s 2nm plant has been scheduled on the urban plan review agenda on the 25th of this month

Photo source Pexels

Director Xu Maoxin said that due to the delay of one and a half years in the expansion case, the original operation plan could no longer be completed on time. In addition, the government still needs to go through the review of the Metropolitan Committee of the Interior Ministry, and it is expected that the land use will not be started until the end of the year. Therefore, the land handover cannot be determined by the end of this year.

According to reports, due to the delay of the second phase expansion project of the Taichung Park of China Science and Technology TSMC had to decide to build a 2nm production line in Kaohsiung factory

In view of the recent rapid growth and strong performance of AI business opportunities, manufacturers including chip giants such as Apple and Nvidia have shown strong interest in TSMC’s 2nm process Interest, so TSMC decided to put the Kaohsiung factory directly into the 2nm process. In addition, Mr. Huang Renxun has also stated that the future generation of server chips will fully adopt TSMC’s 2nm process

According to our understanding, TSMC plans to build a major 2nm production plant in Baoshan, Hsinchu, which is internally named Fab 20 plans to build four factory buildings from P1 to P4. Currently, the P1 factory is advancing intensively and is expected to conduct risky trial production next year and start mass production in the second half of 2025. According to TSMC supply chain sources, TSMC has notified equipment manufacturers that it plans to start mass production in the second half of 2025. Delivery of 2nm related machines will begin in the third quarter of next year. It is expected that the 2nm installation operation of the Kaohsiung plant will be one month later than that of the Hsinchu Baoshan plant.

TSMC plans to build two 12-inch wafer fabs at the former site of CNPC Kaohsiung Refinery. The first phase will include a monthly production capacity of 40,000 wafers. 7nm and 6nm wafer fabs, the second phase will include 28nm and 22nm wafer fabs with a monthly production capacity of 20,000 pieces. The first phase of the fab is expected to be completed in 2024 and mass production will begin in 2025. However, due to various reasons, it seems that we are currently considering entering the 2nm project, and the specific plan has not yet been determined

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