Morning Overview on MSN
TSMC just booked every 2nm wafer through 2026 — five fabs now running flat-out as AI customers reserve years of output before a single chip ships
TSMC is building five fabrication plants for its 2nm process node in Kaohsiung, Taiwan, a concentration of cutting-edge ...
VP Margaret Han confirmed at SAFE Forum 2026 that the Texas plant is ready for customers including Tesla. Samsung plans to ...
Morning Overview on MSN
TSMC is now running five 2nm chip fabs at once and every wafer through 2026 is already sold
TSMC is building five fabrication plants in Kaohsiung, Taiwan, all dedicated to its 2nm process node, creating the largest concentration of next-generation chip manufacturing capacity anywhere on ...
TL;DR: TSMC's advanced 2nm process node, featuring GAAFET architecture, matches 5nm defect density and surpasses 3nm and 7nm stages. Mass production is set for Q4 2025, powering AMD's EPYC Venice, ...
TL;DR: Apple is delaying the use of TSMC's 2nm process for its A19 and M5 processors due to high wafer costs, opting for the N3P node instead. The 2nm process is expected to become viable by 2026, ...
Cadence (Nasdaq: CDNS) and Samsung Foundry today announced development of a full portfolio of Memory and Interface IP, and expanded certification of Cadence’s agentic AI digital, custom, 3D‑IC and ...
Reducing variation in manufacturing, monitoring behavior over time, and targeting specific workloads can have a big impact on ...
As TSMC reallocates manufacturing resources toward advanced AI compute chips and advanced packaging, opportunities are ...
Samsung Foundry is reportedly adjusting its roadmap by postponing development of its 1.4nm (SF1.4) node and reallocating resources to improve yield and service quality across its 2nm and 4nm process ...
Cadence Design Systems and Samsung Foundry have formed a multi-year partnership to deliver a signoff‑ready platform for AI infrastr ...
Venice is a 6th-gen Epyc chip based on the Zen 6 core architecture and targeted at dense data center workloads. AMD is ...
Among all the tariff updates that we receive every week, there’s one more factor that might make Apple’s iPhones pricier: The switch to TSMC’s 2nm process node. According to a new leak, Apple, ...
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