TSMC 3nm & 2nm Wafer Output to Be Boosted by 20% by the End of 2026 as Supply Crunch Continues

TSMC plans to expand advanced-node capacity to meet surging AI-related demand.

3nm output is expected to reach 180,000 wafers per month, while 2nm nears 100,000 by the end of 2026.

The company warns shortages at leading-edge nodes may persist into 2027 as major customers keep ordering more chips.

The expansion underscores how AI hardware demand is tightening supply across the semiconductor industry.