台积电1.4nm制程重大突破！

Core Viewpoint - TSMC has made significant progress in advancing its 1.4nm process technology and is preparing for production at its facilities in Taiwan, indicating a strategic shift in its manufacturing focus [1][2]. Group 1 - TSMC has notified suppliers to prepare equipment for the 1.4nm process, with plans to set up a pilot production line at the new Hsinchu Baoshan factory this year [1]. - The company is shifting its production focus southward, as evidenced by the recent groundbreaking ceremony for the 2nm facility in Kaohsiung, which highlights TSMC's commitment to advanced manufacturing in Taiwan [1]. - The original plan for four 2nm fabs at Baoshan has been revised to incorporate 1.4nm production, while Kaohsiung will have at least three 2nm fabs, indicating a robust expansion strategy [1]. Group 2 - TSMC retains flexibility for the construction of a sixth factory in Kaohsiung, with no current plans but potential future advancements in process technology being considered [2].