Insight tag

TSMC

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Original explanatory diagram

News analysisRelease: March 4, 2025Published: October 24, 20264 min read

TSMC’s Arizona expansion announcement separated a $100 billion plan from current fab output

TSMC announced a further $100 billion intended U.S. investment on March 4, 2025, adding three fabs, packaging facilities and R&D plans to its Arizona programme.

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Original explanatory diagram

News analysisRelease: January 15, 2026Published: October 23, 20263 min read

TSMC N2 2nm nanosheet transistors

TSMC’s January 2026 call confirmed N2 high-volume manufacturing had begun in 4Q25

TSMC said on January 15, 2026 that N2 had entered high-volume manufacturing in 4Q25, distinguishing its first nanosheet-node ramp from later variants.

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Original explanatory diagram

News analysisRelease: April 24, 2025Published: October 23, 20263 min read

TSMC A14 process roadmap manufacturing

TSMC’s A14 statement kept a 2025 unveiling separate from a 2028 plan

TSMC issued its A14 statement on April 24, 2025 after an April 23 unveiling. The event showed why roadmap, qualification, and production statuses must stay separate.

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Original explanatory diagram

News analysisRelease: April 17, 2025Published: October 23, 20263 min read

TSMC CoWoS advanced packaging HBM

TSMC’s 2025 CoWoS disclosure framed packaging as a planned capacity constraint

TSMC’s 2025 reporting described CoWoS linking logic and HBM and investment for structural demand. Packaging planning needs demand, output, capacity, and allocation evidence.

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