TSMC’s roadmap has been extended to 2028, with new technologies like N3C and A14 being introduced. TSMC presented the new roadmap at the 2025 Technical Symposium.
TSMC is forecasting building 2.5 million chips for humanoid robots and about 2.5 million chips for robotaxi around 2030. TSMC projects that humanoid robots and robotaxi will reach reach $1 trillion per year in revenue. They do not indicate when that $1 trillion per year in revenue would be realized.
The A14 technology offers significant improvements in speed, power reduction, and logic density over previous generations.
N2 technology is on track for production later this year, with impressive growth in tape-outs compared to previous nodes.
AI is driving the semiconductor industry now not unlike what smartphones did for the last two decades. AI consumes leading edge silicon at an alarming rate which is a good thing for the semiconductor industry. AI chips are very performance centric but also are power sensitive. TSMC is in a very strong position from years of manufacturing mobile SOCs for smartphones and other battery operated devices.
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