TSMC(US:TSM) 半导体芯闻·2026-01-16 10:27Group 1 - TSMC's Kumamoto Factory (Kumamoto Plant 1) is set to begin mass production by the end of 2024, with a second factory (Kumamoto Plant 2) under construction, although its construction has reportedly been halted [1] - The halt in construction of Kumamoto Plant 2 may be due to TSMC's consideration to produce more advanced products, specifically 2nm chips, in response to increasing demand for Physical AI applications [1][2] - TSMC's Chairman Wei Zhejia stated that the types of semiconductors and the mass production timeline for Kumamoto Plant 2 will depend on customer demand and market conditions [1] Group 2 - Originally, Kumamoto Plant 2 was planned to produce 6nm chips for applications such as autonomous driving, but reports indicate that the project has shifted focus to potentially producing 4nm chips instead [2] - The construction of Kumamoto Plant 2 was officially initiated in October 2025, but equipment was removed from the site around December 2025, indicating a significant pause in the project [2]