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    TSMC’s Future Plans – 2024 and Beyond

    Taiwan Semiconductor Manufacturing Co. (TSMC) has a solid roadmap for the next few years, but the design cycles of its manufacturing technology are getting longer. This is due to the increasing complexity of modern fabrication processes. As a result, TSMC will have to continue offering half-nodes, enhanced, and specialized versions of its fabrication processes.

    Looking further ahead, TSMC plans to develop 2nm-class N2 and N2P production nodes and 1.4nm-class A14 and 1nm-class A10 fabrication processes. The company expects to start 2nm production by the end of 2025. In 2028, it will move onto a 1.4nm A14 process, and by 2030, it expects to be producing 1nm transistors.

    tsmc fabrication center

    TSMC’s N3 node is set to bring full node improvements over N5, which includes 10% ~ 15% more performance, 25% ~ 30% power reduction, and up to 1.7X higher transistor density for logic. The N3 node is expected to start ramping up production in the second half of the year and deliver the first commercial batch to a client in early 2023.

    Looking further ahead, TSMC plans to develop 2nm-class N2 and N2P production nodes and 1.4nm-class A14 and 1nm-class A10 fabrication processes. The company expects to start 2nm production by the end of 2025. In 2028, it will move onto a 1.4nm A14 process, and by 2030, it expects to be producing 1nm transistors.

    tsmc headquaters

    To maintain and strengthen its technology leadership, TSMC plans to continue investing heavily in R&D1. The company’s reinforced exploratory R&D work is focused on beyond-2nm node and on areas such as 3D transistors, new memory, and low-R interconnect. These efforts are on track to establish a solid foundation to feed into technology platforms.

    In terms of capital expenditure, TSMC plans to increase its capex from $17.2 billion in 2020 to roughly $30 billion this year, and collectively spend about $100 billion over the next three years2. Over the next several years, it intends to spend between $10 billion and $12 billion annually.

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    The company has intensified its focus on new specialty technologies such as RF and 3D intelligent sensors targeting 5G and smart IoT applications. The corporate research function, established in 2017, continues to focus on novel materials, processes, devices, nanowires and memories for the long-term, beyond eight to ten years.

    In summary, TSMC’s future plans involve significant investment in R&D, the development of advanced CMOS logic nodes, and the exploration of new technologies beyond the 2nm node. These ambitious plans aim to ensure TSMC’s continued leadership in the semiconductor manufacturing industry.

    If you would like to read more about technology, feel free to check out our other articles here.

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