TSMC's 3nm monthly production capacity is expected to reach 125000 pieces in the second half of the year, and it is expected to mass produce 2nm pieces in Q4 2025. Currently, TSMC's 5/3nm process capacity utilization rate has reached 100%. Among them, 3nm is accelerating production expansion to meet the needs of various manufacturers, and the monthly production capacity in the second half of the year will gradually increase from 100000 pieces to about 125000 pieces. It is expected that 2nm will be mass-produced as early as the fourth quarter of 2025, with a target monthly production capacity of 30000 pieces. With the future expansion of the Kaohsiung factory area, it is expected that the combined monthly production capacity of Zhuke and Kaohsiung will reach 120000 to 130000 pieces.