TSMC Declines to Comment on Reported 2nm, 3nm Capacity Expansion

The significance lies less in the wafer figures than in the disclosure channel: TSMC's refusal to confirm supply-chain-sourced numbers reinforces that its official capacity guidance, not media leakage, remains the market's only reliable signal. That distinction matters for anyone modeling leading-edge foundry supply, from fabless designers to equipment vendors, because it leaves the reported 2025 targets unverified. The open question is whether TSMC addresses advanced-node capacity on its own timetable or lets the rumor stand uncorrected.