TSMC's 2nm process is reported to be experiencing large-scale adoption from chip manufacturers, with the likes of NVIDIA, AMD, and ASIC designers battling for capacity. TSMC's 2nm Process Capacity Is "Heavily Contested" Between Mobile & HPC Customers With the AI frenzy, we have seen HPC customers accounting for a significant share of TSMC's total revenue, and it appears that, with N2-class nodes, the influence of chip manufacturers will only increase. Based on a report by Ctee, it is discussed that 2nm customers are reporting the biggest-ever capacity, since mobile clients like Apple and Qualcomm will drive the initial adoption, but […]

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TSMC's production lines are already under severe pressure, and based on what NVIDIA's CEO is saying, the Taiwan chip giant would need to expand production by more than 100% just to meet NVIDIA's demand alone. TSMC's Aggressive CapEx Spending & Fab Buildout Is Dedicated Towards the "World's Largest Infrastructure" Buildout NVIDIA's AI bandwagon is moving at a rapid pace, and with that, the company seems confident about how demand for AI infrastructure will evolve in the coming years. During an interview with local media, Jensen disclosed that TSMC plans to expand production by more than 100% over the next decade. […]

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