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Taiwan Semiconductor Manufacturing Co (NYSE:TSM) to plan they produce 2nm chips in Taiwan is making steady progress as the contract chip maker prepares to begin commercializing 4nm chips at its Arizona plant.
The chipmaker has completed risk-limited production of ~5,000 wafers using its 2nm process at its Baoshan plant in Hsinchu Science Park, TechNode reports.
Taiwan Semiconductor plans to start its 2nm production in Baoshan and Kaohsiung factories.
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During the earnings call, Taiwan Semiconductor President CC Wei said the company does not expect the shift toward high-performance computing (HPC)-driven chipset design to affect its 2nm production.
Wei said growing interest in 2nm has increased demand, surpassing 3nm.
Taiwan Semiconductor has launched N2P process technology to support smartphone and high-performance computing (HPC) applications. Mass production will begin in the second half of 2026, he added.
Stocks in Taiwan closed higher on Friday, boosted by gains in the electronics sector, particularly Taiwan Semiconductor, the largest stock by market weight.
Taiex showed resilience despite mixed signals from US markets, which saw the Dow Jones Industrial Average and the Nasdaq index slightly lower on Thursday, Focus Taiwan reported.
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Analysts credited Taiwan Semiconductor’s good performance for the Taiex lift, contributing 80 points to the index’s rise.
Elon Musk, CEO of the company Tesla Inc (NASDAQ:TSLA) also highlighted Taiwan’s significant technical expertise as the foundation of its semiconductor industry’s success in a Dec. 28 X post praising the island’s talent pool in response to the Taiwan Semiconductor debate, Focus Taiwan reports.
Responding to a post by Bojan Tunguz, a former data scientist at Nvidia Corp (NASDAQ:NVDA), Musk credits Taiwan Semiconductor’s dominance to Taiwan’s untapped talent.
Tunguz criticized the historical anti-immigrant leanings of the US tech industry, arguing that they led Morris Chang to found Taiwan Semiconductor in Taiwan rather than the US
