TSMC sees no signs of the AI boom slowing
TWO NANOMETERS! TWO! “Director of investor relations Jeff Su said TSMC will stage a “very fast ramp” of its two-nanometer process in 2026, and that it will deliver more revenue, faster than its three-nanometer efforts. Wei said two TSMC plants are already producing 2nm parts “with good yield,” and that volume production of a new “A 16” process suited to “specific HPC products with complex signal route and dense power delivery network” will commence in the second half of 2026. Around 30 percent of 2nm production will take place in the USA.“