The total investment of the 3 nm process of TSMC is about 1.5 trillion Taiwanese dollars, which is about 50 billion US dollars. Twenty billion dollars have already been invested, and test production was originally planned for June, but is now being postponed until October.
TSMC is investing $50 billion in the 3nm node
Initially, TSMC had a plan for dedicated technical forum in April to unveil the plan for the 3 nm process, but due to the impact of the epidemic, this has now been postponed until the end of August.
Sources indicate that the test production plan for the 3 nm process node may also be postponed. The original test production was scheduled for June, but due to the spread of the last epidemic, the semiconductor equipment and installers could not be completed on time. The test production time will therefore be postponed to October.
As a result, the 3 nm production line at TSMC’s Nanke 18 plant will also be moved by a quarter. The equipment was originally installed to start work in October and will now be in place by early 2021.
Currently, the 5 nm process is a priority for TSMC. Mass production of Apple’s A14 processor and Huawei’s Kirin 1020 processor both will be started in June, but the supply and demand have slowed down. Earlier it was rumored that mass production and delivery of Apple’s A14 processor would be delayed by 3 months, which would affect TSMC’s quarterly operating performance.
The 3 nm node of TSMC is expected to be completed by 2022. We will keep you informed.