Bullish
TSMC's 3nm node set to overtake 5nm in revenue contribution in 2H26.
TSMC's 3nm process node is projected to surpass the 5nm node in revenue contribution during the second half of 2026, driven by increased demand for AI and high-performance computing applications. This shift is expected to bolster the company's gross margin.
Key points
- 3nm node revenue expected to exceed 5nm in 2H26, enhancing gross margin.
- TSMC plans to expand 3nm capacity, aiming for 180K monthly wafer starts in early 4Q26.
- Company anticipates combined 2nm and 3nm monthly capacity exceeding 400K wafers by 2028.
Sources
AI-generated from public news sources. Not financial advice.
