TL;DR: TSMC's advanced 3nm and 5nm process nodes are fully booked through 2026, driven by strong demand from AI, cloud, and HPC applications. Major tech firms like Apple, Qualcomm, NVIDIA, and AMD ...
This year, we’re still seeing a lot of chips built on the 3nm process. However, that is expected to change in 2026. Thanks to the advancements TSMC has made, we can look forward to chips built on the ...
TSMC would hit another major milestone this year as its advanced nodes would allow smartphone chipsets to reach clock speeds up to 5GHz. Companies like Qualcomm, MediaTek, and Apple have already been ...
TSMC concentrates the most time-sensitive ramps at 3nm/5nm, backed by yield leadership and market position. N3P is shipping, N2 tracking is better in 2H25, and A16 is following after supporting ...
TL;DR: TSMC will raise prices by 5-10% in 2026 for its advanced sub-5nm chip fabrication, including the costly 2nm process. This increase will impact Apple Silicon chips like the A16 through A20 and ...
Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third quarter of 2025. The ...
Taiwan Semiconductor Manufacturing (NYSE:TSM) has further expanded its dominance in the semiconductor foundry space, as evidenced by its recent third-quarter financial results, where its revenue ...
China is accelerating its semiconductor capabilities through technical gains at Huawei and Semiconductor Manufacturing International Corp.(SMIC) while simultaneously mandating the use of domestic ...
TSMC’s 3nm and 5nm chip capacity is expected to be fully booked through 2026 as Apple, NVIDIA, Qualcomm, and AMD secure orders for next-gen processors. Rising AI demand and limited supply may lead to ...
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