TSMC's Fab20 P2 construction schedule for N2 may be delayed 2~3 quarters to 1H24

September 01, 2023

Key Takeaways:

  • TSMC's Fab 20 P2 construction for N2 technology faces potential delays due to uncertain customer demand and suboptimal performance.
  • The originally scheduled Fab 20 P2 construction for N2 in 3Q23 is now expected to be delayed to 1H24, potentially pushing the tool move-in schedule to Y2026.
  • TSMC's Fab 20 P1 capacity expansion may be slower than initially anticipated, with capacity revised down to 3-5K/m in Y2024 and 15-20K/m in Y2025. 

 

Full insights are delivered in Aug 25th weekly report.

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Authors

Lucy Chen

Lucy Chen, Vice President at Isaiah Research, has been working 25+ years in semiconductor industry. Focus on semiconductor engineering and supply chain research. Master in Application Chemistry, NCTU, Taiwan Currently as the Vice President at Isaiah Research and lead semiconductor research team to work on the supply chain analysis from IC design and IDM(Qualcomm, MediaTek, Intel, etc) to foundries(TSMC, Samsung, UMC, GlobalFoundries, SMIC) and OSATs(ASE,SPIL). Business development and customer management including raw materials and equipment suppliers, top tier foundries and smartphone brands. Used to work as the Engineering Director at Lam Research for 15+ years and Director of Technology & Marketing at SEZ Group. Focus on process engineering, product strategies planning, supply chain and customer management including foundries and memory.

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