TSMC(US:TSM) 半导体芯闻·2025-03-31 10:04Core Viewpoint - TSMC is expanding its 2nm production capacity in Taiwan, responding to strong market demand and aiming to support its customers effectively [1][3][4]. Group 1: Expansion and Investment - TSMC is actively seeking suitable semiconductor factory sites in Taiwan to continue its investment expansion [1][3]. - The total investment for the 22nd wafer fab is over NT$1.5 trillion, creating more than 7,000 high-tech jobs and over 20,000 construction jobs [3]. - TSMC's operations in Taiwan generate approximately NT$3 trillion in annual output value and nearly 500,000 job opportunities through supply chain and consumption effects [3]. Group 2: Technological Advancements - The 2nm process technology is currently the most advanced in terms of density and energy efficiency, with a speed increase of 10-15% at the same power consumption compared to the previous 3nm generation [4]. - The 2nm technology is expected to enter mass production in the second half of this year and will be widely used in cutting-edge technology products, including supercomputers and cloud data centers [4]. - It is anticipated that the product tape outs for 2nm in the first two years will exceed those of 3nm during the same period, driving approximately $2.5 trillion in terminal product value globally within five years of mass production [4]. Group 3: Sustainability Initiatives - TSMC is committed to green manufacturing, with the 22nd wafer fab and all its fabs in the Southern Taiwan Science Park built according to the US Green Building LEED certification standards [5]. - The company plans to use 100% renewable energy and aims for net-zero emissions by 2050, supported by local water resources for achieving 100% recycled water usage [5]. Group 4: AI and Productivity - TSMC plays a crucial role in the AI sector, with a 1% increase in productivity translating to an additional $1 billion in revenue [6]. - The successful expansion of the 2nm process demonstrates TSMC's efforts in developing advanced process technology and increasing production capacity in Taiwan [6].