台积电，又一座1.4nm厂

Core Insights - TSMC is rapidly advancing its 2nm production capabilities, with Kaohsiung set to become a key production hub for the 2nm family, including the introduction of the A16 process in 2024 [3][4][5] - The total investment in the Kaohsiung facility is expected to exceed $50 billion, marking a significant milestone in semiconductor manufacturing [3][4] - The establishment of five fabs (P1 to P5) is projected to create approximately 7,000 high-tech jobs and 20,000 construction jobs, significantly boosting the local economy [3][4][5] Investment and Production Plans - The P1 fab is set to begin mass production of 2nm wafers by the end of this year, while the P2 fab is currently in the equipment installation phase, aiming for mass production in Q2 2024 [3][5] - The P3 fab is expected to start construction in October 2024, with all five fabs projected to be operational by Q4 2027, establishing a leading global 2nm cluster [5] - TSMC's investment in Kaohsiung is anticipated to surpass NT$1.5 trillion, setting a new record for corporate investment in the region [3][4] Technological Advancements - The A16 process will enhance performance and power efficiency, incorporating a new chip architecture that is crucial for AI and high-performance computing [4][5] - The A14 process is scheduled for mass production in 2028, with the main production base located in Taichung, indicating a strong market demand for AI and high-efficiency computing [4][5] Economic Impact - The development of the Nanzih Science Park, which includes the P1 and P2 fabs, is expected to create over 10,000 jobs when considering construction workers and downstream contractors [4] - The local government is committed to optimizing the investment environment to support TSMC's operations and enhance the semiconductor ecosystem in southern Taiwan [5]