Rumor
TSMC accelerates 1.4nm fab construction in Central Taiwan for 2028 mass production
Wednesday, December 31, 2025 at 06:45 AM
TSMC has accelerated the development of its Central Taiwan Science Park facility, shifting the site's focus to 1.4nm process production. Foundation work began in early November, with tool building tenders concluding recently. The facility, representing a 1.5 trillion TWD investment, aims to complete risk production by late 2027 and reach mass production in 2028. The site is expected to become a primary hub for AI and High-Performance Computing (HPC) chips, while 2nm production remains on track to begin this quarter at other locations.
Context
TSMC is accelerating the construction of its first 1.4nm (A14) fabrication facility in Taichung, Taiwan, following internal yield results that have exceeded initial expectations. With construction now slated to begin in late 2025, the foundry leader is fast-tracking its roadmap to maintain a technological moat over rivals Intel and Samsung. This single-site project represents a massive $49 billion investment, underscoring the company’s push to dominate the sub-2nm "Angstrom" era and secure the production capacity required for future AI and high-performance computing.
The updated schedule targets the completion of pilot production by late 2027, with full-scale mass production expected in the second half of 2028. This acceleration provides a significant roadmap advantage for key customers such as Nvidia, Apple, and AMD, who rely on these advanced nodes for next-generation silicon. Additionally, the expedited timeline likely pulls forward capital expenditures and tool installations for major equipment suppliers, including ASML, Applied Materials, and Lam Research, as TSMC prepares the site to deliver a 15% performance increase over its 2nm node.
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