台积电1.4nm，加速

Core Viewpoint - TSMC has announced the mass production of its 2nm technology as scheduled this quarter, with expectations for the 1.4nm advanced process at the Zhongke facility to accelerate due to better-than-expected yield rates [1] Group 1: TSMC's Production Plans - TSMC's Zhongke 1.4nm process plant is expected to complete risk trial production by the end of 2027 and begin mass production in 2028 [1] - The construction of the Zhongke new plant includes four factories and office buildings, with a total investment estimated at NT$1.5 trillion, and initial revenue expected to exceed NT$500 billion [1] - The Zhongke area reported a revenue of NT$1.04 trillion last year, a year-on-year increase of 10.2%, marking the third highest in history [1] Group 2: Supply Chain and Market Impact - With TSMC's expansion in Zhongke, 17 semiconductor-related companies have been approved to enter the supply chain, and the revenue from the integrated circuit industry is expected to soon surpass NT$1 trillion [2] - TSMC's new plant in Arizona will introduce advanced processes ranging from 2nm to 1.6nm, while prioritizing 1.4nm mass production in Taiwan [2] - The Zhongke new plant is anticipated to become the world's largest production base for AI/HPC chips, providing advanced chip options for 2nm customers [2]