Advanced process progress is blocked, and TSMC's 2nm plant construction plan may be postponed.

CTOnews.com December 29 news, According to Taiwan Economic Daily reported, China Science and Technology Administration yesterday (28) revealed that due to the extension of the urban plan review of Taichung City government, In addition to the new development director has not yet taken office, TSMC next generation 2nm Zhongke new plant land acquisition schedule or from May next year to the third quarter, Affected TSMC advanced process to advance. The legal person is worried that once TSMC's Zhongke 2 nm new plant land cannot be obtained as scheduled, the subsequent 2 nm production schedule may also be affected.

CTOnews.com learned that the second phase expansion plan of Taiwan's Zhongke Taichung Park passed the review of the EIA team on the 5th of this month. The Zhongke Administration Bureau originally planned to hand over the land for TSMC to build a 2-nanometer new plant in May next year. TSMC has planned two phases and four fabs, starting next year. The first 2-nm process can be put into production by the end of 2024 at the earliest, with a total investment of 800 billion to 1 trillion New Taiwan dollars.

According to TSMC data, 2 nm process compared to N3E, at the same power, speed will increase by 10% to 15%, or at the same speed, power consumption can be reduced by 25% to 30%. As for the more advanced 1 nm process, TSMC has not yet announced the production schedule.