Nvidia may be the 1st customer for TSMC’s most advanced A16 process technology (1.6nm) in the 2nd half of next year as it feels the heat from AMD, media report, noting most 2nm chips rolling off production lines initially will be for smartphones (Apple, MediaTek), but AMD will have the first 2nm AI chip, prompting Nvidia to consider A16 with back-side power supply. If Nvidia uses A16, it would be mark the first time an AI chip was first to use the latest TSMC process technology, toppling smartphone chips from that perch. $NVIDIA(NVDA.US) $AMD(AMD.US) $Apple(AAPL.US) $Qualcomm(QCOM.US) #semiconductors #semiconductor

Source: Dan Nystedt