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 (Taiwan Semiconductor Manufacturing Company) is set to begin construction of its 1.4nm advanced process plant in Central Taiwan Science Park, with an estimated total investment of NT$1.2 trillion to NT$1.5 trillion [1] - The construction is expected to start in October, with various contractors already notified and bidding processes underway [1] - Environmental assessments for TSMC's 2nm plant in Hsinchu Science Park have been approved, with commitments to enhance the use of recycled water and ensure no impact on local water supply [1] Group 2 - TSMC's primary production site for the 1.4nm process will be the Taichung F25 plant, with plans for four buildings, the first of which is expected to complete risk trial production by the end of 2027 and commence mass production in the second half of 2028, potentially generating over NT$500 billion in revenue [2] - The first phase of the Central Taiwan plant will include two 1.4nm process buildings, with the second phase potentially advancing to 1nm process technology [2] - TSMC is also planning to invest in a 1nm advanced process facility in Tainan's Shalun Park, with an estimated capacity for 10 wafer fabs on a land area of 500 hectares [2]

Core Viewpoint - TSMC's advanced 1.4nm manufacturing plant plan in Central Taiwan Science Park (CTSP) is progressing, with the completion of land transfer expected by June, allowing construction to begin in the third quarter [1][3]. Group 1: Plant Construction and Timeline - The construction of TSMC's 1.4nm plant, designated as Fab 25, will include four facilities, with the first expected to begin risk production by the end of 2027 and full-scale production in the second half of 2028 [1][2]. - The initial timeline for land transfer was set for May, but it has been delayed by approximately one quarter, which TSMC can manage through expedited construction [1][2]. Group 2: Investment and Equipment - Each 1.4nm extreme ultraviolet (EUV) lithography machine costs between 6 billion to 10 billion NTD, with the total investment for a single 1.4nm plant projected to exceed 300 billion NTD, leading to a cumulative investment of 1.2 trillion to 1.5 trillion NTD for all four planned facilities [1][2]. - TSMC has notified suppliers to prepare the necessary equipment for the 1.4nm process, with plans to install a trial production line at the Hsinchu Baoshan second factory this year [1]. Group 3: Land Acquisition and Legal Issues - The land acquisition process for the CTSP expansion, covering an area of 89.75 hectares, has been completed, with the land now transferred to state ownership [2]. - The delay in land transfer was due to compensation disputes between the management of the golf course and its members, leading to legal proceedings [2].