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AI Gossip

Sep 29, 2025 at 11:21 PM

TSMC Arizona may be in mass production at 2nm and A16 in 2027, a year earlier than planned, media report, citing unnamed industry sources. TSMC has accelerated work at all 3 Arizona fabs currently under construction. US Commerce Secretary Lutnick said he pitched a ’50-50 plan’ to Taiwan whereby half of US chip needs are manufactured in each nation due to geopolitics (China). $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $AMD(AMD.US) #semiconductors #semiconductor

Source: Dan Nystedt

Taiwan Semiconductor

Taiwan Semiconductor

USTSM

NVIDIA

NVIDIA

USNVDA

AMD

AMD

USAMD

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