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TSMC’s 3nm production value will outpace 5nm for the first time this quarter, media report, with sell-side estimates putting 3nm output over NT$400 billion, or 30% of revenue, which should further boost gross margins. Strong AI/HPC demand led TSMC to expand 3nm capacity beyond usual practice, including conversion of some 5nm tools for use on 3nm lines. Also: -2nm is also ramping faster than expected. -A16 is expected to be production ready in the 2nd half, and report cites rumors that Apple, Nvidia and a key AI firm, perhaps OpenAI, are expected to be among the initial batch of customers. -TSMC schedule: A14 remains scheduled for mass production in 2028 A13 and A12 will be in mass production in 2029 https://t.co/t4K3z1gs2Z Note: Most of the report matches what I hear. -Caveat: A16 is for one lead customer, product already qualified. -A16 in pilot production now, mass production by end-2026