TSMC is ramping up production capacity for process nodes below 3nm in response to rising demand for AI and high-performance computing. Analysts predict that 3nm revenue will surpass 5nm for the first time in the second half of 2026, with Q3 single-quarter revenue expected to exceed NT$400 billion, representing over 30% of total revenue and boosting gross margins.
Economic Daily News, cited by ChainCatcher, says Taiwan Semiconductor Manufacturing Co. (TSMC) is ramping up capacity for advanced process nodes below 3nm as customer demand rises with the spread of AI and high-performance computing.
Analysts like TSMC’s second-half outlook. Very much. They expect 3nm revenue to top 5nm revenue for the first time.
Their estimate: third-quarter revenue from these nodes will come in above NT$400 billion, setting a record high. That would make up more than 30% of total revenue and give gross margins a lift.
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