Nov. 10, 2025 –
Recently, NVIDIA CEO Jensen Huang made a whirlwind visit to Taiwan, attending TSMC’s sports day. Sources said he came to request more chips from the company, underscoring the strong demand for its advanced process capacity. According to Liberty Times, as AI chip demand soars, TSMC’s 3nm capacity has become so tight that further expansion is required, while its 2nm process is also in short supply. The report adds that the company may invest in up to 12 new advanced wafer and packaging plants in Taiwan next year to meet the surging demand.
The report, citing sources, notes that TSMC’s seven fabs in Hsinchu and Kaohsiung are no longer sufficient to meet rising demand, and the company will need to secure additional land for new facilities. It also estimates that TSMC’s capital expenditure in Taiwan is set to increase next year, reaching approximately NT$450–500 billion (about US$14–16 billion).