Core Insights - TSMC has officially submitted applications to begin construction of its A14 (1.4nm) advanced manufacturing facility in the Central Taiwan Science Park, with an estimated initial investment of $49 billion, expected to create between 8,000 to 10,000 jobs [2] - The new facility is projected to start mass production in the second half of 2028, with an anticipated revenue exceeding NT$500 billion [2] - TSMC is accelerating its 1.4nm process technology deployment to maintain market dominance amid competition from companies like Intel and Samsung [3] Group 1 - TSMC's new factory in Central Taiwan will focus on 1.4nm process technology, with plans for four buildings, the first of which is expected to complete risk production by the end of 2027 [2] - The company aims to establish itself as the largest AI/HPC chip production base globally, with the 1.4nm process being prioritized in Taiwan [2][3] - TSMC's Arizona facility is also set to adopt advanced processes, including 2nm and A16 (1.6nm), with plans to accelerate production timelines [4][5] Group 2 - The 2nm process is expected to enter mass production in Taiwan later this season, with a monthly capacity projected to reach 100,000 wafers by the end of next year [5] - TSMC is actively expanding its capacity in Arizona, with plans for multiple new fabs to support strong demand from major clients like NVIDIA and Apple [5][6] - The timeline for introducing the 2nm process in Arizona may be advanced to 2027, two years later than Taiwan's schedule, which would further enhance TSMC's overall production capacity [6]

Group 1 - TSMC has officially submitted the application for the construction of its A14 (1.4nm) advanced process plant in the Central Taiwan Science Park, with an estimated initial investment of up to $49 billion, creating 8,000 to 10,000 job opportunities [1] - The new plant is expected to begin mass production in the second half of 2028, with the first risk trial production planned to be completed by the end of 2027 [1] - TSMC's new facility will be the largest production base for AI/HPC chips globally, with projected revenues exceeding $50 billion once operational [1] Group 2 - Tainan City has successfully secured approval for the "Nanke Shalun Ecological Science Park," which is expected to be used for future 1nm semiconductor processes [2] - Recent investments from SoftBank and NVIDIA into Intel, along with Samsung's push for 1.4nm process mass production, have prompted TSMC to accelerate its 1.4nm process layout to maintain market exclusivity [2]