TSMC (TSM.N) is adding capacity for sub-3nm nodes to meet broad customer demand. Analysts say 3nm’s contribution in H2 could for the first time exceed 5nm’s, and estimate Q3 single-quarter output value will surpass NT$400 billion, a record, accounting for over 30% of revenue.

2026-09-07

TSMC (TSM.N) is adding capacity for sub-3nm nodes to meet broad customer demand. Analysts say 3nm’s contribution in H2 could for the first time exceed 5nm’s, and estimate Q3 single-quarter output value will surpass NT$400 billion, a record, accounting for over 30% of revenue.