Monday, September 7, 2026

TSMC 3nm reported to overtake 5nm in second half

TrendForce, citing Taiwan Economic Daily News analysts, reported on September 7, 2026 that TSMC's 3nm node is expected to overtake 5nm in revenue share for the first time in the second half of 2026, with third-quarter 3nm output value projected above NT$400 billion and more than 30% of total revenue. TSMC's own second-quarter figures showed 5nm at 33% of sales and 3nm at 30%, up from 25% in the first quarter. Wedbush, also cited in the report, expects monthly 3nm wafer starts to rise from 150,000 in the first half to 180,000 in early fourth quarter.

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TrendForce

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