TSMC will likely begin booking 2nm revenue in the 3rd quarter of 2026, based on how previous-gen 3nm revenue ramped up, media report, citing unnamed industry sources. Higher prices for 2nm has not hurt demand, as the AI boom is expected to see 2nm revenue beat TSMC’s successful 5nm and 3nm ramp ups to become the most successful process in TSMC history. 1/2 $Taiwan Semiconductor(TSM.US) $ASML(ASML.US) $Applied Materials(AMAT.US) $KLA(KLAC.US) $Lam Research(LRCX.US) $Tokyo Electron(TOELY.US) #semiconductors
Source: Dan Nystedt
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