TSMC(US:TSM) Jing Ji Ri Bao·2025-10-31 23:10Core Viewpoint - TSMC is advancing its 1.4nm process technology at the Central Taiwan Science Park, with construction starting on November 5, 2023, due to urgent demand from the U.S. for 2nm technology and delays in the development of the Nanke Shalu Eco-Science Park [1][2] Group 1 - TSMC has officially applied for construction of the new 1.4nm facility, which is expected to begin mass production in the second half of 2028, having shifted from the originally planned 2nm process [1] - The new plant is projected to generate over NT$500 billion in revenue, with the first trial production expected to be completed by the end of 2027 [1] - The urgency for 2nm technology is driven by U.S. geopolitical considerations, which require TSMC to achieve mass production of its most advanced processes before U.S. facilities can move to the next generation [1] Group 2 - The U.S. has requested TSMC to accelerate the timeline for its 2nm and 1.6nm processes to 2027, necessitating faster construction of the Kaohsiung and Central Taiwan plants [2] - The four planned factories at the Central Taiwan site are expected to become the largest production base for AI-integrated high-performance computing (HPC) chips globally, with an initial investment estimated at $46 billion and a workforce of 8,000 to 10,000 [2] - Although Nanke is planned to provide land for a 1nm advanced process factory, it is unlikely to meet U.S. demands for 2nm and 1.6nm processes due to delays in land transfer and review processes [2]