TL;DR: Apple and Bitmain will lead demand for TSMC's cutting-edge 2nm process node in 2026, with TSMC ramping capacity to 60,000 wafers monthly by Q4. NVIDIA will adopt TSMC's 3nm node for Rubin AI ...
TL;DR: NVIDIA is poised to be the first customer for TSMC's advanced A16 process node in late 2026, responding to AMD's lead with TSMC's 2nm AI chips. This move highlights the industry's shift toward ...
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