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Analyst consensus sees $TSM's Q1 revenue exceeding NT$1 trillion, with March revenue hitting a new record
N3 and N2 capacity are expected to increase by 30%–40% and double, respectively, by 2027. Furthermore, the adoption of AI chips will drive overall product portfolio optimization. N2 is considered the company’s largest future revenue driver
Reportedly, TSMC’s N3P process outperforms competitors’ 2nm processes in terms of power consumption, demonstrating its leading position in advanced process technology