TSMC will add a new 3nm fab in Tainan and target volume production in the first half of 2028. Expansion in Arizona, U.S., and Kumamoto, Japan, will also be brought forward and expanded to strengthen the supply network for HPC and AI demand.
TSMC, the world's largest foundry, has announced plans to build an additional 3nm fab at the Tainan Science Park in southern Taiwan. Including its existing 3nm fabs, the company will have a total of 4 fabs and is targeting the start of volume production in the first half of next year.
3nm revenue accounts for approximately one-third of total wafer revenue, while demand related to HPC and AI accelerators is expanding. In its third-quarter results, 3nm accounted for 33% of total revenue, while advanced-process revenue reached 79%.
The investment plan is also expanding. Capital expenditure for 2026-2028 is expected to total $60 billion-$64 billion, with the scale of investment over the next several years expected to significantly exceed that of the previous 3 years.
Some existing 5nm capacity in Tainan will be converted to 3nm, while 3nm expansion in Tainan, Arizona and Kumamoto proceeds. Volume production at the second Arizona fab will be brought forward to the third quarter of next year, while the second Kumamoto fab is scheduled to begin volume production in 2028.