TSMC 3nm Capacity to Reach 180K Wafers/Month Early in Q4
Beth_Kindig · x · 2026-08-14
TSMC's 3nm process capacity is reportedly expected to reach 180,000 wafers per month by early Q4.
- Ahead of Schedule: This capacity expansion is 2 to 3 months ahead of market expectations.
- Demand Driven: The rapid ramp-up is primarily driven by strong customer orders.
- Key Clients: Major tech companies like Nvidia ($NVDA), Broadcom ($AVLO), AMD ($AMD), and Apple ($AAPL) are the core forces pushing this capacity increase.
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