TSMC Leading Edge Wafer Pricing and Corporate Outlook - Module 2: 5nm Analysis

Analysis of TSMC 5nm, 3nm, and 2nm nodes as well as an overall corporate outlook extending out to 2035.

This a 5 part presentation and video series. In this series TechInsights Strategic Cost and Price Model, 300mm Watch Database, Technical Analysis, Market Analysis and TSMC Company filings, are used to develop a bottoms up analysis of TSMC 5nm, 3nm, and 2nm nodes as well as an overall corporate outlook extending out to 2035.

Module 2 covers TSMC’s 5nm node. This module begins with the value proposition for 5nm - PPA, manufacturing cost and wafer price at introduction. TSMC’s 5nm wafer fab sites will be presented. A detailed analysis of Arizona versus Taiwan wafer costs will be presented with US versus Taiwan effects, fab size, and fab age/depreciation status all explored. Capacity ramps for all the 5nm fabs will be presented and wafer prices for Taiwan and US sourced wafers by year and quarter will be projected to 2035.