Facility

TSMC Fab 21 Phase 2 (Arizona) — N3

TSMC Arizona Fab 21 Phase 2 (N3 node); equipment installation Q3 2026; production H2 2027 (accelerated from H2 2028). Target capacity: 50,000 wspm (30K N3 + 20K N5). Will represent ~25% of global N3 capacity when fully ramped. Phase 1 (N4P) reached 92% yield and profitability in 2025 with 10-30K wspm. Source: https://www.trendforce.com/news/2025/09/30/news-tsmc-reportedly-pulls-arizona-third-fab-to-2027-ahead-by-one-year-eyeing-2nm-and-a16/