AI Gossip2025.05.04 15:26KLA sees 2nm capacity more than doubling next year. 2nm investment will continue into 2026. ASML, ASM, Lam and AMAT also noted 2nm strength. TSMC reiterated N2 tape-outs in the first 2 yrs to be 2x hi...
AI Gossip2025.05.04 15:26KLA sees 2nm capacity more than doubling next year. 2nm investment will continue into 2026. ASML, ASM, Lam and AMAT also noted 2nm strength. TSMC reiterated N2 tape-outs in the first 2 yrs to be 2x hi...