Taiwan Information: TSMC Begins 2nm Mass Production, Taiwan's Self-Sufficiency Rate for Specialty Chemicals Reaches 70% <Wise Machinery Industry Journal March 4th Week, 2026 Issue Published>

Wise Consulting Group (Headquarters: Taipei, Republic of China; Representative Director: Yasushi Yoshimoto) has issued the March 4th week, 2026 issue of its specialized journal for Taiwan's machinery industry, "Wise Machinery Industry Journal."

This issue features "Taiwan's Self-Sufficiency Rate for Specialty Chemicals Reaches 70%" as the cover story. In conjunction with TSMC's commencement of 2nm process mass production, and influenced by the trend of strengthening supply chains amidst geopolitical risks, this issue analyzes the evolving industrial structure in Taiwan where the in-house production of specialty chemicals for semiconductors is rapidly advancing.

Furthermore, the journal comprehensively covers, from a mid-to-long-term perspective, the growth opportunities and strategic shifts facing Taiwan's manufacturing industry. This includes the latest forecast for Taiwan's semiconductor industry, projected to grow to 7.7 trillion yuan in 2026 due to the explosive expansion of AI and HBM (High Bandwidth Memory) demand; the agile success story of Nan Jun International (REPON), which is making strides with slide rails for fully liquid-cooled AI servers; and the trends in the manual tool industry shifting towards "value marketing" with an eye on the future.

Topic 1: TSMC Begins 2nm Mass Production, Taiwan's Self-Sufficiency Rate for Specialty Chemicals Reaches 70%
Foundry giant Taiwan Semiconductor Manufacturing Company (TSMC) will commence mass production of its 2-nanometer manufacturing process in Q4 2025 and plans to operate seven cutting-edge process plants in Taiwan by 2027. Consequently, demand for specialty chemicals for semiconductors is rapidly expanding, and in line with the trend of strengthening supply chain resilience, the supply share of Taiwanese manufacturers is expected to rise to 70% by 2030. New Matrial (AEMC) and Taiwan Specialty Chemicals (TSC) are emerging as major suppliers for advanced processes.

Topic 2: Taiwan Semiconductor Industry 2025 Review and 2026 Outlook – Explosive Demand for AI and HBM
Driven by the growth in demand for AI-equipped smartphones and data center computation, Taiwan's IC industry production value in 2025 grew significantly by 22.7% year-on-year to 6.52 trillion New Taiwan Dollars. This strong performance is expected to continue in 2026, driven particularly by the explosive demand for High Bandwidth Memory (HBM), which is essential for AI servers, with the entire industry projected to reach a scale of 7.7 trillion New Taiwan Dollars, an 18.3% increase year-on-year.

Topic 3: Nan Jun International (REPON) Supplies US Cloud Giants with Slide Rails for AI Servers
As the adoption of fully liquid-cooled systems in AI server racks progresses, slide rail manufacturer Nan Jun International (REPON) has adopted automotive-grade high-tensile steel plates, achieving miniaturization in the millimeter range, high load-bearing capacity, and leak-proof performance. Demonstrating agility by significantly shortening development time from one year to two months through the use of simulation software, REPON is expanding orders from major US cloud providers such as Microsoft and Amazon Web Services (AWS)...