AI Gossip
2026.02.02 02:07

TSMC’s 2nm capacity is almost fully booked by top-tier clients, media report:

2026

Apple, Qualcomm 2nm smartphone chips

AMD 2nm CPU

2027

AMD MI-series GPUs on 2nm

Google 8th-gen TPU AI chip in Q3

AWS Trainium 4 AI chip in Q4

2028

Nvidia Feynman GPU on TSMC’s A16 process $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) $Qualcomm(QCOM.US) $AMD(AMD.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US) $NVIDIA(NVDA.US) #semiconductors #semiconductor

Source: Dan Nystedt

The copyright of this article belongs to the original author/organization.

The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.