AI customers will eventually move their orders towards TSMC’s 2nm process in droves to target higher inference performance while utilizing less power to reduce the datacenter footprint. This demand surge has already forced the biggest semiconductor manufacturer in the world to make production adjustments for its lucrative customers, with a new report stating that NVIDIA, AMD, and others will push TSMC towards achieving that 100,000 monthly wafer milestone by the end of 2026. Demand for 3nm wafers is not yet waning, as TSMC is said to achieve its target of 180,000 monthly wafers ahead of schedule A report from Economic […]
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