TAIPEI (Taiwan News) — TSMC’s annual Supply Chain Management Forum opens Tuesday, with analysts expecting several Taiwanese suppliers to benefit as the chipmaker prepares for another year of heavy investment.
The SCM Forum, TSMC’s largest yearly gathering for global equipment and materials partners, is expected to draw around 100 vendors. Institutional investors view the event as a key indicator of the company’s capital spending and the pace of its advanced manufacturing expansion, according to CTEE.
TSMC’s capital expenditure this year is estimated at more than NT$1.26 trillion (US$40 billion), with some analysts projecting total outlays could reach US$50 billion. That forecast has put renewed attention on suppliers across the semiconductor ecosystem.
This year’s forum will highlight the chipmaker’s next-generation 2-nm and A16 process technologies, which introduce new manufacturing requirements such as back-side power delivery and ultra-thin wafer handling. These developments are expected to lift demand for specialized materials and processing equipment.
Potential beneficiaries include grinding product maker Kinik Co., polishing pad supplier Praise Victor Industrial Co., and Phoenix Silicon International Corp., which provides semiconductor process services.
Suppliers say the stakes this year “far exceed previous years,” noting that any signals about TSMC’s 2-nm and A16 expansion plans will directly guide investment in materials, equipment, and facility capacity, where contractors say demand remains strong.
TSMC has shifted from awarding projects with a one-year lead time to planning two years ahead, reflecting clearer expansion schedules. The company is also increasing local recruitment at overseas sites to keep global projects on track.
Improved order visibility has helped factory-service firms coordinate construction timelines. Analysts expect companies such as United Integrated Services Co., Marketech International Corp., and L and K Engineering to be early beneficiaries as order pipelines grow.
Consumables suppliers for advanced nodes say 2-nm usage has accelerated since the fourth quarter. They estimate TSMC’s 2-nm output could reach 40,000 wafers per month by year-end, rise by 50% by mid-2026, and double to 80,000–90,000 wafers per month by late next year.
Analysts expect 2-nm consumables revenue to reach current 3-nm levels between 2027 and 2028, suggesting the 2-nm node could become mainstream for TSMC by 2027.
