TSMC Outlines 18-Fab Expansion as AI Drives $1.5 Trillion Chip Outlook
Taiwan Semiconductor Manufacturing Co. outlined a broader global manufacturing and packaging buildout at its Taiwan technology symposium, saying it is constructing or modifying 18 fabs worldwide, including five advanced packaging plants, as AI demand drives its forecast for the global chip market to reach $1.5 trillion by 2030.
Twelve of the 18 facilities are in Taiwan, and TSMC said its expansion pace has doubled to nine new plants a year in 2025-2026 from four a year in 2017-2024. The company also said N2 fabs in Hsinchu and Kaohsiung are in mass production, with first-year output expected to be 45% higher than N3, while A14 has achieved more than 80% yield on 256Mb SRAM and offers a 10%-15% speed boost or 25%-30% lower power use than N2.
From the sources (9 posts)
@reutersTSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
@dnystedtRT @Reuters: TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
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@dnystedtTSMC 2026 Technology Symposium (Taiwan 5/14) Summary: Global Expansion & Operations · Global Build-out: Constructing or modifying 18 fabs worldwide (includes 5 advanced packaging plants). · Taiwan Core: 12 of these 18 facilities are located
@ftr_investors$TSM TSMC now expects the global semiconductor market to exceed $1.5T by 2030, up from its earlier $1T forecast, driven mainly by AI and HPC 🤖 🚀
@reutersTSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth
@stockmktnewzTaiwan Semiconductor $TSM said that it expects the global semiconductor market to be worth more than $1.5T by 2030 up from its prior $1T by 2030 forecast - Reuters
@stocksavvyshay$TSM now expects the global semiconductor market to exceed $1.5T by 2030. That is up from its prior $1T forecast showing how demand for intelligence is pulling more chips, memory, networking and advanced manufacturing capacity into the cyc
@reutersworldTSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth