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L3 · FabsFoundry⬦ ChokepointHsinchu/Kaohsiung, Taiwan

TSMC Fab 25 / Baoshan (N2 ramp)

Leading-edge N2/A16 volume site

TSMC's Baoshan (Hsinchu) and Kaohsiung fabs are the volume-production homes for the N2 (2nm GAA) and forthcoming A16 nodes that next-gen AI accelerators depend on. Keeping the leading edge in Taiwan concentrates the world's most advanced logic in a single seismic/geopolitical zone.

Node

N2 GAA, A16

Sites

Baoshan, Kaohsiung

How it fits the stack

TSMC Fab 25 / Baoshan (N2 ramp) with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.

depends onhostsmanufacturesTSMC Fab 25 / Baoshan(N2 ramp)FabsTaiwan (geopoliticalconcentration risk)chokepointTSMC (TaiwanSemiconductorManufacturing Company)chokepointTSMC N2 (2nm, GAA)chokepoint
TSMC Fab 25 / Baoshan (N2 ramp)Depends on ↑Feeds ↓

TSMC Fab 25 / Baoshan (N2 ramp) in the AI stack. TSMC Fab 25 / Baoshan (N2 ramp) with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.

Graph data (text) — 4 entities, 3 relationships
  • TSMC Fab 25 / Baoshan (N2 ramp)depends onTaiwan (geopolitical concentration risk)
  • TSMC Fab 25 / Baoshan (N2 ramp)hostsTSMC (Taiwan Semiconductor Manufacturing Company)
  • TSMC N2 (2nm, GAA)manufacturesTSMC Fab 25 / Baoshan (N2 ramp)