台积电新建四座1.4nm晶圆厂！

Core Viewpoint - TSMC is making a significant investment in the construction of four factories for 1.4nm wafer production, indicating a strong commitment to advancing semiconductor technology and meeting future demand from major clients like Apple [1][3][4]. Group 1: Investment and Production Plans - TSMC plans to invest approximately 1.5 trillion New Taiwan Dollars (around 49 billion USD) to build four factories in the Central Taiwan Science Park, with the first factory expected to begin trial production by the end of 2027 and mass production in the second half of 2028 [1][3]. - Each factory is projected to generate initial revenue exceeding 500 billion New Taiwan Dollars (approximately 16.5 billion USD), leading to a potential annual revenue of 650.4 billion USD if all factories operate at full capacity [3]. Group 2: Technology and Cost Considerations - The cost of producing a single 1.4nm wafer could reach up to 45,000 USD, highlighting the high expenses associated with advanced semiconductor manufacturing [3]. - TSMC plans to achieve 1.4nm production without investing in the next-generation high numerical aperture extreme ultraviolet lithography equipment, which costs around 400 million USD, by utilizing photomask films to enhance yield [3]. Group 3: Client Relationships - Apple is likely to be TSMC's first customer for the 1.4nm wafers, while Nvidia is currently the sole customer for TSMC's 1.6nm process [4].