TSMC Begins Mass Production of 2-Nanometre Chips, Boosting AI Technology Development
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Yahoo Finance
- Technological Breakthrough: TSMC has commenced mass production of advanced 2-nanometre chips, which can house up to 50 billion transistors, significantly enhancing computing power and energy efficiency, and is expected to drive technological advancements in smartphones, data centers, and autonomous vehicles.
- Market Leadership: As the only company capable of mass-producing 2nm chips, TSMC holds a dominant position in the chip manufacturing industry, outpacing Samsung and Intel, which are still improving yields and lack large-scale customers.
- Strategic Investment: TSMC plans to accelerate 2nm chip production in the United States, targeting mass production by the end of the decade, a move that not only meets U.S. market demand but also reduces reliance on Chinese equipment, thereby mitigating potential trade restriction risks.
- Future Outlook: TSMC is developing 1.4-nanometre technology, expected to enter mass production around 2028, further solidifying its competitive advantage in the high-end chip market while laying the groundwork for next-generation digital infrastructure.
Analyst Views on TSM
Wall Street analysts forecast TSM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSM is 348.25 USD with a low forecast of 290.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 300.920
Low
290.00
Averages
348.25
High
400.00
Current: 300.920
Low
290.00
Averages
348.25
High
400.00
About TSM
Taiwan Semiconductor Manufacturing Co Ltd is a Taiwan-based company mainly engaged in the provision of integrated circuit manufacturing services. The integrated circuit manufacturing services include process technology, special process technology, design ecosystem support, mask technology, 3DFabricTM advanced packaging and silicon stacking technology services. The Company has completed the transfer and mass production of 5nm technology, and is engaged in the research and development of 3nm process technology and 2nm process technology. The product application range covers the entire electronic application industry, including personal computers and peripheral products, information application products, wired and wireless communication system products, servers and data centers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
