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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