Wedbush says TSMC's 3nm capacity could expand 2–3 months ahead of prior
Raising expectations, 3nm monthly wafer starts to about 180,000 by early Q4.
Sources say the acceleration is driven by strong orders from core customers
Nvidia, AMD and Broadcom. Wedbush also estimates 2nm monthly wafer starts at
roughly 50–60k in 1H2026, rising to more than 80k by early Q4 2026 and
approaching 100k by end‑2026. The analyst added that, if confirmed, these
developments would reaffirm TSMC's prior optimism on 2nm and support the
The company's outlook for stronger H2 revenue momentum.
