According to “Central News Agency” in Taiwan, TSMC has formed a 2nm task team One Team, and mobilized 800 people to sprint for simultaneous trial production and mass production at the Baoshan and Kaohsiung plants in Hsinchu, Taiwan.
In this regard, TSMC responded this evening that it has a professional team responsible for 2nm R&D operations, but did not disclose the details of the staffing.
On August 15, TSMC’s Zhongke 2nm plant confirmed that it will delay the construction of the plant until next year, so TSMC decided to directly cut the Kaohsiung plant into the 2nm project.
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TSMC’s main 2nm production plan will first be placed in Baoshan, Hsinchu. TSMC is internally designated as Fab 20, and plans to build four plants from P1 to P4. P1 is currently in full swing and is expected to be realized next year. Trial production, mass production in the second half of 2025.
According to TSMC supply chain sources, TSMC has notified equipment manufacturers to start delivering 2nm-related machines in the third quarter of next year, and the Kaohsiung plant’s 2nm installation is estimated to be only one month later than the Hsinchu Baoshan plant.
According to the currently known information, TSMC plans to build two 12-inch wafer fabs at the former site of CNPC’s Kaohsiung refinery, including the first phase of 7nm and 6nm fabs with a monthly production capacity of 40,000 wafers, and the second phase of a monthly production capacity of 20,000 wafers. 28nm and 22nm fabs. If the investment plan is confirmed, the first phase of the fab will be completed in 2024 and will enter mass production in 2025, but now it seems that it has chosen to cut into the 2nm project for various reasons, and the specific plan is still uncertain.
