TSMC’s first 2nm fab hit a production milestone of 20,000 wafers-per-month (wpm), the best among 5 fabs ramping 2nm capacity in Taiwan, media report, citing unnamed industry sources. Fab 20 in Hsinchu sits by TSMC’s main R&D fab, giving it a prime position in the rollout of new process technologies. Analysts are optimistic the strong 2nm ramp up along with a diverse group of customers, from AI accelerators and smartphone chips, to CPUs and GPUs. $Taiwan Semiconductor(TSM.US) $Apple(AAPL.US) $AMD(AMD.US) $Qualcomm(QCOM.US) #Mediatek
Source: Dan Nystedt
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