TSMC Reaffirms Mature Node Strategy Amid Reports of 28nm Capacity Reduction
Key facts
- TSMC Reaffirms Mature Node Strategy Amid Reports of 28nm Capacity Reduction
- TSMC has refuted reports regarding a reduction in its 28nm process capacity, confirming that its strategy for mature nodes remains unchanged.
- Source: PR Times
- Date: June 22, 2026
Direct answer
TSMC has refuted reports regarding a reduction in its 28nm process capacity, confirming that its strategy for mature nodes remains unchanged.
- Citation
- TSMC Reaffirms Mature Node Strategy Amid Reports of 28nm Capacity Reduction (June 22, 2026), PR Times
- Source
- PR Times
- Date
- June 22, 2026
TSMC has refuted reports regarding a reduction in its 28nm process capacity, confirming that its strategy for mature nodes remains unchanged.
📋 Article Processing Timeline
- 📰 Published: June 22, 2026 at 17:27
- 🔍 Collected: June 22, 2026 at 17:39 (11 min after Published)
- 🤖 AI Analyzed: June 22, 2026 at 17:39 (0 min after Collected)
Market rumors recently suggested that TSMC is prioritizing advanced nodes at the expense of its 28nm capacity, potentially benefiting competitors such as UMC and Vanguard International Semiconductor (VIS). In response, TSMC reiterated today that its strategy for mature process technology remains unchanged. The company emphasized its commitment to optimizing product portfolios within mature nodes while focusing on higher value-added and strategic markets.
Industry speculation indicated that TSMC’s monthly 28nm wafer starts allegedly dropped from approximately 200,000 units early this year to 150,000 in June, purportedly due to a reallocation of capacity toward silicon interposers. TSMC clarified that it continues to optimize capacity allocation to ensure sufficient supply to support customer growth.
During its April earnings call, TSMC highlighted that it is actively expanding mature node capacity. Notable projects include the JASM fab in Japan, dedicated to image sensors, and the ESMC facility in Germany, which focuses on automotive and industrial applications.
Industry speculation indicated that TSMC’s monthly 28nm wafer starts allegedly dropped from approximately 200,000 units early this year to 150,000 in June, purportedly due to a reallocation of capacity toward silicon interposers. TSMC clarified that it continues to optimize capacity allocation to ensure sufficient supply to support customer growth.
During its April earnings call, TSMC highlighted that it is actively expanding mature node capacity. Notable projects include the JASM fab in Japan, dedicated to image sensors, and the ESMC facility in Germany, which focuses on automotive and industrial applications.
FAQ
Has TSMC reduced its 28nm production capacity?
TSMC has officially denied reports of a reduction, stating that its strategy for mature processes remains consistent with its commitment to support customer growth.
What is TSMC's focus regarding mature node technologies?
TSMC is focusing on higher value-added and strategic markets, while actively expanding capacity for specific applications such as image sensors and automotive/industrial chips.
What are the key facts in this article?
TSMC has refuted reports regarding a reduction in its 28nm process capacity, confirming that its strategy for mature nodes remains unchanged.