Recently, TSMC has decided to build a 100-hectare plant in Taichung's Zhongke Park, with a total investment of NT$800 billion to NT$1 trillion (about NT$28.9 billion to US$36.1 billion). This investment includes the future 2nm process factory, and the subsequent evolution of the 1nm process will also fall in the park.
The industry expects that TSMC's 2nm process will be in trial production in 2024 and mass production in 2025, and the 1nm process will follow. In addition, after 1nm, TSMC will enter the new generation of the "Amy" process (Amy is one-tenth of the nanometer), the Amy generation process intends to settle in Kaohsiung, but TSMC did not confirm.
From the perspective of market share, TSMC is undoubtedly in the upper hand, but Samsung and Intel have also begun to increase investment, and the wave of chip shortages brought about by the epidemic is regarded as a rare overtaking opportunity.