📊Executive Summary

Taiwan Semiconductor Manufacturing Co. (TSMC) has commenced volume production of its 2-nanometer chips at Fab 22 in Kaohsiung, with mass production starting in Q4 2025. The new chips utilize a nanosheet transistor architecture, enhancing performance and power efficiency. TSMC plans to expand its 2nm production capacity by increasing the number of fabs from seven to ten, with an investment of approximately $28 billion. This expansion is driven by rising demand for AI applications, with major clients like Apple securing significant production capacity for 2026. The article highlights the critical nature of 2nm chips in meeting growing AI workloads, indicating a strong demand for TSMC's advanced manufacturing capabilities....