According to press reports, the supply chain revealed that TSMC (TSM.N) Nanke 3nm new plant progress has not been affected, is expected to open the plant into the machine at the end of June and enter risky trial production in the third quarter.

It is understood that TSMC 3nm in the risky trial production phase (the second half of 2021) monthly production capacity of about 1 ~ 20,000 pieces, the target next year to pull up to about 50,000 ~ 60,000 pieces/month, of which the major customer Apple began trial mass production in early 2022, and will underwrite most of the first wave of production capacity.