TrendForce reports TSMC is racing to keep up with AI chip orders from Nvidia, AMD and Broadcom -- monthly 3-nanometer wafer starts, already near 150,000 in the first half of 2026, could reach 180,000 wafers a month by early Q4 2026
TrendForce reports on TSMC's advanced-node capacity expansion, citing sources from Economic Daily News. TSMC's 3nm monthly wafer starts are projected to reach 180,000 by early in the fourth quarter of 2026, driven by strong orders from major customers like NVIDIA, AMD, and Broadcom. This projection is two to three months ahead of market expectations, building on nearly 150,000 monthly wafer starts in the first half of 2026.
Verified 2026-09-11
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TSMC is expanding its newest chip lines to meet orders from the main AI chip designers.
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